Wednesday, March 4th 2020, 
Hotel Sheraton Brussels Airport

tel: +31 (0)20 55 101 00

Jonathan Davies

Senior Portfolio Manager, Head of Currency Strategy Managing Director


Jonathan Davies is a Senior Portfolio Manager within the Investment Solutions team, based in London. Jonathan manages the firm’s standalone currency strategies and the UK Balanced portfolios. He is a member of the Investment Solutions Investment Committee. Jonathan joined UBS Investment Bank in 1992 as a bond analyst in the London, specializing in European bond markets. He joined UBS Asset Management’s fixed income team in 1996 where he had responsibility for managing global bond portfolios. In 1998, he joined the Investment Solutions team in the role of currency strategist. Other roles held at the firm include chair of the UK Investment Committee, which had oversight of all of the AM business conducted in the UK (approx. £140bn AuM), and head of the Asset Allocation team on an ad interim basis. Prior to joining UBS, Jonathan held positions at the Institute for Fiscal Studies and the Financial Services Authority.

"Improving portfolio outcomes through active currency strategies."

Stephen will offer perspectives on the challenges facing asset allocators at the moment and the role that liquid alternatives can play – and whether consensus approaches are working. He also focused on how a value-led, fundamentals-based approach to active currency can help investors achieve better portfolio construction outcomes.


At UBS Asset Management we go beyond investment, building strong client relationships and seeking to deliver consistent results. We offer investment capabilities across all major asset classes for private clients, financial intermediaries and institutional investors around the world.

Cookie Instellingen