AssetAllocation Plus

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About me

Gender MALE
Industry Consulting
Occupation Asset Allocation
Location United Kingdom
Introduction Wallace Wormley, Ph.D., is Founder and Managing Director of OSPARA Limited; a private investment consultancy based in England and developed to provide independent advice and research to family businesses and institutional clients. Wallace has more than 30 years experience advising on matters involving portfolio design, construction and implementation. He has worked in global asset management (both alternative assets and traditional investments) and in the capital markets. Over this period he has held key executive positions with a range of firms such as 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). He has PhD and Masters Degrees from Harvard University.
Interests Investments, Market Psychology, Risk, Social Media, Technology, the Outdoors
Favorite Music Classical, Jazz