Other Support Team

MEET YOUR TEAM AND FIND OUT WHO DOES WHAT!

Meet the Other Support Team

The Personal Assistant to the Directors and Office Manager

The Personal Assistant to the Directors and Office Manager assists with various projects and responsibilities to do with running the business.

The Office Accounts Manager

Dealing with invoices and management information as well as providing in-house system supervision and IT support.

The Compliance Consultant 

The Compliance Consultant provides independent compliance services to help the company attain and exceed the highest of standards set by the regulators.  

The Investment Committee

Strategic decisions about how Baker Davies manage the funds they oversee are made by the Investment Committee. The investment Committee meets quarterly to discuss stock markets, consider economic factors, market sentiment and to decide the next weightings and allocation of funds for the various Baker Davies Model portfolios.  

The committee consists of directors, experienced investment advisers within Baker Davies, an independent economist, an independent fund manager plus advisers and researchers from a wealth management firm whom Baker Davies collaborate with to share and supply research and compliance resources.