At BAM, we believe that sound, long term investments are the key to the best rewards. This integrated investing style allows us to focus on objectives, and not on industry averages. We are confident that our philosophy differentiates us from our peers and always ensures that our investors are at the forefront of every decision we make. We recognise that a knowledge of politics, history and human behaviour is as important as numbers. This means that our investment analysis is rigorous, forward thinking and constantly evolving.
Through long established market relationships and extensive research, we are able to identify exciting, and most importantly, quality investments. The risks associated with each investment are carefully scrutinised and only those that satisfy our stringent due diligence are selected. With our long-term view, we are aware that there are always headwinds in the market and are committed to seeing our investors through these periods with open and transparent communications.
We adhere to the CFA’s Asset Manager Code, in that we:
- Act in a professional and ethical manner at all times
- Act for the benefit of clients
- Act with independence and objectivity
- Act with skill, competence, and diligence
- Communicate with clients in a timely and accurate manner
- Uphold the rules governing capital markets
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Baggette Asset Management (BAM) was launched in 2017 and authorised by the FCA in February
2018, to provide Investment Management services through the Mazarin Fund range.
The Baggette Asset Management Team
Keith is Chairman of Baggette Asset Management Limited and is also a Chartered Financial Planner with over 30 years’ experience working in financial services, most of which has been spent advising clients. He specialises in pensions and investment management, but has qualifications in all the key areas of financial planning, including pensions, investment, taxation, trusts, lifetime planning and mortgages. Keith also holds a Certificate in Discretionary Investment Management, accredited by the Chartered Insurance Institute (CII).
Oscar is the Fund Manager of BAM’s Mazarin fund range. Oscar joined BAM at inception, and has worked with Keith as an IFA at Baggette & Company Wealth Management Limited since 2015. His previous experience includes working as an Investment Dealer, based on the Isle of Man and a Wealth Manager in London. Oscar attended City University London and earned his Master of Science in Wealth Management. He is also a Chartered Fellow of the Personal Finance Society, an IMC holder and is currently studying towards the CFA having passed unit 1 in December 2019.
Nick has over 30 years’ experience in the industry, having worked for major investment banks in the UK, as well as a bond trader in the city. His experience and knowledge is of great value across all areas of BAM’s investment process.
Mitch joined Baggette & Company Wealth Management in 2017, after beginning his career in the trading department of a large pension provider in 2015. As a member of the Client Servicing team, Mitch obtained his Diploma in Financial Advice before joining BAM 2019 in the role of Investment Analyst. Mitch is currently studying toward unit 2 of the IMC.