Jonathan Davies
About Jonathan Davies
Jonathan Davies serves as the Head of UK Balanced and Currency Strategy at UBS Investment Solutions, where he has worked since 1992. He has held various directorial roles at UBS and has extensive experience in investment strategy and fixed income analysis.
Work at UBS
Jonathan Davies has held the position of Head of UK Balanced and Currency Strategy within Investment Solutions at UBS since 1992. He has extensive experience in the financial sector, having managed Global Sovereign Bond portfolios prior to his current role. His responsibilities include overseeing macro investment strategies and asset allocation. Davies led the asset allocation team on an interim basis from January to July 2017, managing team objectives and staff. He has also held directorial roles at UBS Global Asset Management (UK) Ltd., UBS Global Asset Management Life Ltd., and UBS Global Asset Management Funds Ltd.
Education and Expertise
Jonathan Davies studied at the University of Oxford, where he earned a BA in Philosophy, Politics, and Economics, followed by a Master's degree. He furthered his education at Birkbeck, University of London, achieving a Master's degree in Economics from 1987 to 1989. His educational background provides a strong foundation for his expertise in investment strategy and financial analysis. Additionally, he is registered with the Financial Conduct Authority (FCA) as CF1, indicating his compliance with regulatory standards in the financial industry.
Background
Jonathan Davies completed his high school education at Moulton School from 1975 to 1982. He began his professional career in London before relocating to Zurich in March 2019. His previous work experience includes positions in Paris and Chicago, contributing to his global perspective in investment management. His career at UBS spans over three decades, highlighting his long-term commitment to the firm and the financial services industry.
Achievements
From 2010 to 2015, Jonathan Davies served as Chair of the UK Investment Committee, where he oversaw macro investment strategy and managed an investment business with approximately GBP 140 billion in assets. His leadership in this role contributed to the strategic direction of investment initiatives within UBS. Additionally, his experience as a Fixed Income analyst with UBS Investment Bank further solidifies his expertise in managing complex financial portfolios.