Adrian Todd

About me

Our team aims to identify best-in-class third party investment funds across regions and asset classes. We expect these managers to be able to deliver net-of-fees outperformance over the long-term versus their relevant benchmarks and therefore should contribute to higher overall portfolio returns for clients over time.

Background/Experience

I have spent the majority of my career in a fund research capacity, with experience across asset classes, across regions, and across a broad range of fund types - passive funds, traditional active funds, and differentiated liquid and illiquid alternatives investments (hedge funds and infrastructure). I have been the primary analyst on a number of new fund launches and IPOs. I also have a range of experience in relation to engagement with Boards of vehicles where improved investor outcomes could be achieved.

I joined Investec Wealth and Investment in 2015 and I am primarily responsible for fund selection and due diligence across infrastructure funds, hedge funds, and absolute return funds. I was previously at Coutts for just shy of five years, initially as a Discretionary Portfolio Manager before becoming a Fund Research Analyst covering a range of investment types, asset classes, and geographies. I started out in the financial services industry at FX broker Moneycorp which helps individuals and SMEs manage their FX hedging needs. I graduated from the University of Kent at Canterbury with a degree in Accounting & Finance, I am a CFA Charterholder, and I hold the Investment Management Certificate (IMC).

My interests

I try to keep active mainly with long dog walks with the kids, running, racket sports, and swimming. I try to read regularly and I am a registered volunteer.

My areas of expertise

Contact me via the form to learn more about....