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影响力投资联席主管
伦敦, 英国
English, French, Spanish
Charlie Anniss joined UBP in September 2016 as a Senior Portfolio Manager based in London before going on to become Co-Head of Impact Investing. He is a Co-Manager of the Bank’s Positive Impact Equity and Biodiversity Restoration strategies, and a thematic champion for Healthy Ecosystems.
Charlie has 23 years of experience in the field, having previously worked at M&G Investments where he was a portfolio manager within the company’s equities team with responsibility for the European Select Fund and the European Smaller Companies Fund, as well as managing segregated global (ex. US) equity portfolios for institutional clients.
Charlie graduated with a BA in French and Spanish from the University of Bristol and is also a CFA Charterholder.
21.05.2024
UBP’s impact team believes in the pivotal role regenerative agriculture has to play in addressing environmental challenges and fostering long-term prosperity. This theme can provide fertile ground for investors looking at impact investing.
25.02.2021
SMID-cap equities are poised to mean revert and outperform over the next three to five years. The best time to allocate to SMID caps is when earnings are “depressed”, i.e. now.
14.12.2020
L'Agefi (04.12.2020) - Small- and mid-cap companies (SMID caps) have traditionally delivered superior long-term growth and returns than large caps. They also allow investors to gain exposure to key secular trends. However, finding the most promising companies requires a highly disciplined selection process.
