Wallace Wormley: Senior Associate
Wallace Wormley PhD, focuses on the development of PGD Strategy’s relationships and business in the traditional and alternative asset management industry.
He is also Founder & Managing Director of OSPARA Limited; a private consultancy based in England and developed to provide management and investment consulting to those responsible for investing and managing significant assets and wealth.
He has worked in global asset management (both traditional investments and alternative assets) and in the capital markets in the UK, continental Europe, the Pacific Basin and North America. Over this period he has been involved in setting up businesses, managing, as well holding executive positions in portfolio management, asset allocation, fund implementation and corporate finance. The range of organisations includes Sanlam Ltd (UK, the Netherlands and Switzerland), Sand Aire Limited (UK), Man Investments AG (Switzerland), Prudential Financial Inc (US, Japan and UK) and Fidelity Investments (US).
Dr Wormley has worked with a wide range of clients such as family offices and their advisors as well as institutional investors. He pioneered some of the early work in behavioural finance and holds PhD and Masters Degrees from Harvard University.