Jaiveer Dassan

Areas of expertise

Jaiveer specialises in:

Bespoke discretionary and advisory portfolio management; AIM portfolio management and research; Asia Pacific, Emerging Markets and UK Smaller Companies funds.

Experience

Jaiveer is an investment manager based within our Birmingham Office, he is responsible for managing bespoke discretionary and advisory portfolios. Many of these portfolios have specific investment requirements such as ethical preferences, direct equity constraints and tax stipulations. Jaiveer joined our Birmingham Office in September 2014 having completed an Economics degree at the University of Warwick.

He is also part of the Tilney Smith & Williamson AIM team and has been managing AIM portfolios for a number of years. In addition, Jaiveer jointly heads up the Asia Pacific funds research team and is also a research analyst for Asia Pacific, Emerging Markets, and UK Smaller Companies funds.

Notable client work and achievements

Jaiveer currently has portfolio management responsibility for c£900m of assets under management, working within a team of two. In 2019, Jaiveer was recognised within the Citywire Wealth Manager Top 30 under 30 study.

Professional qualifications and memberships

CFA Charterholder.
Full Member (MSCI) of the CISI.
Holder of the Investment Management Certificate (IMC.)