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David Ferguson
Co-Owner at ACTIVUS WEALTH
Professional Background
David Ferguson is a distinguished figure in the investment and risk management industry, boasting an impressive three decades of experience. His career began at Citibank in 1988, where he dedicated five years as a quantitative analyst and portfolio manager. During these formative years, he honed his skills in the financial sector, establishing a foundation that would serve as a launchpad for his future endeavors.
In 1993, David moved to Bermuda, where he significantly influenced the hedge fund industry as a principal and portfolio manager. His experience during this time was pivotal, managing institutional and high-net-worth investor funds until 2002. David's expertise in this unique financial landscape positioned him as a key player in global finance.
From 2003 to 2009, Ferguson further expanded his horizons by taking on roles in established firms such as Fortress Investment Group and Apollo Real Estate Advisors, working across various key financial hubs including London, Montreal, and New York. As a principal and portfolio manager, he showcased his ability to adeptly manage institutional investment portfolios and guide strategic decision-making that benefits clients in rapidly changing markets.
David's investment experience is incredibly diverse; it spans across value investing, global macro strategies, relative value, arbitrage, investment companies, open-ended funds, private equity, fixed income, and asset-backed securities. He also has profound proficiency in financial instruments such as swaps, futures, options, debt structuring, equities, and foreign exchange markets.
Education and Achievements
David's solid educational background laid the groundwork for his illustrious career. He graduated in 1988 with a Bachelor of Science (Honours) degree in Mathematics from the prestigious Goldsmiths College at the University of London. His academic achievements provided him with a robust quantitative foundation that became evident in his subsequent professional roles.
In addition to his undergraduate studies, David is committed to ongoing professional development, holding a Diploma in Regulated Financial Planning and the esteemed Chartered Financial Analyst (CFA) designation. These qualifications are critical in the financial services sector and showcase his dedication to maintaining high professional standards during his long and successful career.
Notable Contributions
Throughout his career, David has co-owned Activus Wealth, a firm emphasizing personalized investment strategies and wealth management services for clients. Furthermore, his previous role as co-owner at SONOMA PARTNERS LTD further showcases his entrepreneurial spirit and investment acumen.
His extensive experience garnered him various roles at notable institutions, including portfolio management positions at Stoneleigh Capital and the European Bank for Reconstruction and Development (EBRD). Additionally, David’s tenure at Aquae Sulis Investment Services and Strategic Asset Management accentuates his instrumental role in fostering high-performance investment portfolios while effectively managing risk.
David Ferguson is an outstanding professional in investment and risk management, with a diverse portfolio of experiences across the globe. His extensive understanding of various investment strategies, paired with a strong educational foundation, has enabled him to effect significant change in the financial industry. As he continues to leverage his wealth of knowledge and experience, he is poised to contribute to shaping the future of investment management.
