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Patrick Thomas

@patrickthomas

Investment Director at Waystone, advising on £440M+ AUM and leading risk-data migration to Aladdin.

At Waystone, I lead portfolio advisory and manager selection for hedge fund and private credit managers, and advise on strategic asset allocation for absolute return and multi-asset strategies. I manage £440M+ AUM and launch investment strategies from inception.

I'm leading requirements and delivery for the risk-data migration from Pulse to Aladdin, coordinating with technology and operations teams on data schema, validation protocols and processes.

At Canaccord Genuity Wealth Management, I led sustainable investment advisory, fund selection and portfolio construction for private clients and intermediaries. I also managed teams of up to seven and presented portfolio strategy and risk management to trustees, boards and investment committees.

I led investment workstreams for the Avaloq migration, translating investment requirements into platform configuration and coordinating UAT. I'm a CFA Charterholder and Chartered Fellow of CISI, with an MSc in Economics from London School of Economics.

Experience

Work history, roles, and key accomplishments

Current

Investment Director – Hedge Fund Products

Current

Waystone

Dec 2024 - Present (1 year 10 months)

Lead portfolio advisory and manager selection for 25+ hedge fund and private credit managers, assessing risk, performance and portfolio fit. Advise on strategic asset allocation and portfolio positioning, managing £440M+ AUM, and lead a team of 3.

Hedge Funds Private Credit Manager Selection Portfolio Construction Risk Management Asset Allocation Aladdin Data Migration Stakeholder Management

Head of Sustainable Investment

Canaccord Genuity Wealth Management

Jun 2017 - Dec 2024 (7 years 6 months)

Provided strategic asset allocation and portfolio advisory to private clients and intermediaries across sustainable investment mandates. Led fund selection, managed client relationships, and led investment workstreams for Avaloq migration and risk-data infrastructure projects.

Sustainable Investing Asset Allocation Portfolio Construction Investment Selection Customer Relationship Management Avaloq Data Migration UAT coordination Team Leadership

Investment Manager

Canaccord Genuity Wealth Management

Sep 2014 - Jun 2017 (2 years 9 months)

Managed multi-asset portfolios for private clients and intermediaries, providing strategic asset allocation and risk management advice. Led fund selection across asset classes and presented portfolio strategies to clients and trustees.

Multi Asset Portfolio Management Asset Allocation Risk Management Investment Selection Due Diligence Client Presentations