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
Copyright 2010, CFA Institute. Reproduced with permission from CFA Institute. All rights reserved. See license agreement here
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.
Andrew joined BAM in 2021. His previous experience includes 7 years at Ruffer LLP, spending his last three years there as an Investment Manager, managing over £150m for a mixture of private clients, charities and pension funds. He has a bachelor’s degree in Economics from the University of Southampton and a master’s degree in Finance from the University of St Andrews. He is an IMC holder and completed the CISI Masters in Wealth Management in 2012.
Investment Analyst & Compliance Officer
Stacey joined Baggette & Company Wealth Management in 2019 as a member of the Client Servicing Team. Working in the Financial Industry since 2011, Stacey’s previous experience in Compliance and Investment Banking has led her to join the Baggette Asset Management team as an Investment Analyst and Compliance Officer. Stacey is currently studying towards her Diploma in Investment Compliance.
Sue joined the Baggette Asset Management team on the 1st August 2020 as HR Manager. She has worked in the Financial Services sector for over 30 years and has worked alongside Keith Baggette, our Chairman for over 25 years. Sue is also currently studying for her CIPD Level 3 Certificate in Human Resources.
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.