Will Cazalet
Independent Investment Consultant at Self-employed | San Francisco, California, United States
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Will Cazalet serves as the Global Investment Strategist at Newton Investment Management Group, where he leverages his extensive expertise in multi-asset solutions to drive innovative investment strategies across global equities, fixed income, currencies, and commodities. With a robust background in portfolio management and a keen understanding of market dynamics, Will is instrumental in developing and executing investment strategies that align with client objectives while navigating the complexities of today’s financial landscape.
At Newton, Will is currently spearheading key projects that focus on smart beta and multi-factor strategies, integrating both active long-only and long/short approaches to optimize portfolio performance. His proficiency in financial modeling and alternative investments allows him to craft tailored solutions that address diverse client needs, particularly in emerging markets where volatility presents both challenges and opportunities. Will's thought leadership in the industry is reflected in his ability to communicate complex investment concepts effectively, whether through written materials or public speaking engagements.
His strategic insights are further enhanced by his adept use of financial tools such as Bloomberg, which aids in real-time analysis and decision-making. As a seasoned finance executive, Will is committed to fostering strong client relationships and delivering exceptional investment advisory services. His holistic approach to investment strategy not only emphasizes risk management but also prioritizes sustainable growth, making him a vital asset to Newton Investment Management Group and its clients in an ever-evolving market environment.
Independent Investment Consultant at Self-employed in July 2024 to Present
Global Investment Strategist at Newton Investment Management Group in February 2022 to June 2024
Principal / Independent Investment Consultant at Black Point Solutions in March 2020 to January 2022
Head of Multi-Factor Equity and Fixed Income at Mellon in January 2018 to January 2019
Head of Active Equity and Smart Beta at Mellon Capital in January 2015 to January 2017
Global Investment Strategist - Multi-Asset, Equity and Fixed Income Strategies at Mellon Capital in January 2013 to January 2015
Managing Director at Commonfund in January 2011 to January 2013
Co-Head, Long/Short Equity Group at AXA Investment Managers, AXA Rosenberg in January 2005 to January 2010
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Cambridge University, Master of Arts - MA (Hons)
Stanford Graduate School of Business, Master of Science - MS
The Chartered Institute of Management Accountants, Associate (ACMA) (Inactive)
Uppingham School
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Market Analysis
Target Date Strategies
Retirement Solutions
Fixed-Income Investing
Client Services
Accounting
Private Capital
Macroeconomics
Client Service
Change Management
System Modernization
Team Leadership
Investor Relations
Model Portfolios
Thought Leadership
Global Macro and Relative Value
Equity Long/Short and Market Neutral
Multi-Asset Investment Strategy
Multi-Factor Equity and Fixed Income Strategies
Business Development
Investment Portfolios
Investment Performance
Portfolio Management
Investment Strategies
Global Tactical Asset Allocation
Investment Management
Investments
Hedge Funds
Equities
Trading
Financial Modeling
Alternative Investments
Emerging Markets
Asset Management
Capital Markets
Mutual Funds
Financial Markets
Derivatives
Asset Managment
Due Diligence
Fixed Income
Strategy
Finance
Investment Advisory
Financial Analysis
Analytical Skills
Product Development
Equity Derivatives
Asset Allocation
Marketing
Sales & Marketing
Microsoft Excel
Bloomberg
Written Communication
Portfolio Optimization
White Papers
Product Specialists
Internal & External Communications
FactSet
Public Speaking
Microsoft PowerPoint
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Discover more about Self-employedWhat is Will Cazalet email address?
Email Will Cazalet at [email protected], [email protected] and [email protected]. This email is the most updated Will Cazalet's email found in 2026.
What is Will Cazalet phone number?
Will Cazalet phone number is 6502835162.
How to contact Will Cazalet?
To contact Will Cazalet send an email to [email protected], [email protected] or [email protected]. If you want to call Will Cazalet try calling on 6502835162. (updated on February 19, 2024)
What company does Will Cazalet work for?
Will Cazalet works for Self-employed
What is Will Cazalet's role at Self-employed?
Will Cazalet is Independent Investment Consultant
What industry does Will Cazalet work in?
Will Cazalet works in the Investment Management industry.
Will Cazalet Email Addresses
Will Cazalet Phone Numbers
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