About Jem Tugwell

Jem's 20–year track record in the investment management sector includes co-founding the successful multi-million pound software business, CAfIT Limited, in 1997, identifying an opportunity for a new generation of buyside asset management solutions. Under Jem's joint-management, CAfIT became the leading supplier of fixed income, derivatives and balanced fund solutions, and in 2007, CAfIT was sold to Odyssey Financial Technologies, where Jem headed up the Investment Management division for the next two years, completing the integration of the Investment Management product suite into Odyssey's portfolio in 2009. Jem set up Jem Tugwell Associates in 2009 to pursue his consultancy interests.

A Specialist Skillset

JTA offers a unique combination of skills, based on Jem Tugwell's extensive and diverse track record in the financial sector. Above all, Jem is able to see through the complexity and detail of a problem - coming up with different and imaginative approaches, combined with the ability to explain complex issues in a simple and understandable way.

Key facets include:

A highly quant-based approach, with the ability to solve complex mathematical problems (e.g. derivative valuation, attribution models, etc.)
A deep understanding of the different asset classes, delivering an unprecedented breadth of expertise
An in-depth knowledge of the specialist software sector, providing the background to identify what is possible and realistic, as well as the best way to use a vendor versus when to build in-house
A successful commercial background, understanding how to ensure that solutions match the client's commercial interests
Breadth of functional knowledge, involving creation of scenario analysis systems, attribution methodologies, and solutions that systems that handle all asset types
Buyside and sellside experience, working with blue chip institutions – UBS, Standard Life, Henderson, L&G, Merrill Lynch, Salomon Brothers, Barclays Capital
Successful consultancy background - with IBM Consulting