
Andrea Soteriou joined Julius Baer’s graduate training programme in 2014, having studied at the London School of Economics. From there she joined its fund-of-fund team. Six years later, she continues to manage multi-asset portfolios and is head of funds within the UK discretionary business.
She is also a voting member of the UK portfolio construction committee, contributing to tactical asset allocation decisions and identifying new opportunities for the business.
Over the last year she says her best idea was ‘maintaining our blended style approach, in the US we benefited from our US Value fund (Robeco US Premium Equities)’.
She added: ‘Our worst call was maintaining an all-cap bias in the UK. We were impacted by the mid-cap allocation of some of our funds, but we did increase our large-cap tilt at various points throughout the year.’