Edinburgh Working Lunch

Portfolio Manager

Bruno Duarte

Algebris Investments

Bruno joined Algebris in 2019 as a portfolio manager focused on financial credit. He began his career in European Banks equity research at Schroders Salomon Smith Barney (1998–2004), then moved to Fox-Pitt Kelton (2004–2006), a specialist financial-sector equity broker. In 2006 he joined Barclays Capital’s credit trading desk, covering European financials through the global financial crisis. He moved to the buy side in 2012 as a Managing Director at Claren Road Asset Management (Carlyle Group), investing across the capital structure of European financials. In 2016 he became a portfolio manager at Copper Street Capital. Bruno holds an MSc from ISMA, a First Class BA from Stirling, and is a CFA charterholder.

Senior Portfolio Manager

James Francken

Mondrian

Mr. Francken joined Mondrian’s Global Equity team in 2009 and is a member of the Global Equity Strategy Committee. His research focus area is primarily the USA, as well as sector specializations in Healthcare, Materials, Communication Services, Energy and Utilities. Previously, he worked for Investec Asset Management. He holds an MBA in Finance from London Business School and is a graduate of Exeter College, Oxford University and Emmanuel College, Cambridge University. He is a CFA Charterholder and a is member of the CFA Institute and the CFA Society of the UK.

Fund Manager

Naomi Waistell

Carmignac

Naomi joined Carmignac in 2025 as a Fund Manager in the Emerging Equities team. She began her career in asset management in 2007 in London. In 2010, she joined Newton Investment Management in London where she held the position of Fund Manager for a decade. Prior to joining Carmignac, Naomi was a Senior Fund Manager at Polar Capital specialising in Global Emerging Markets. Naomi is a CFA Charterholder and holds an MBA from the University of Cambridge.

Portfolio Manager

Sarah Harrison

Allspring Global Investments

Sarah Harrison is a senior portfolio manager specializing in European high yield for the Plus Fixed Income team at Allspring Global Investments. In this capacity, she has oversight and portfolio management responsibilities for separate accounts and commingled vehicles across a range of strategies. She joined Allspring from Morgan Stanley, where she most recently was a credit portfolio manager serving as the lead on the European high yield strategies and as a co-portfolio manager on the global high yield strategies. Before that, Sarah served as a credit analyst for the firm. She began her investment industry career in 2009. Sarah earned a bachelor’s degree in business administration from the Schulich School of Business.

Editorial Director

Julian Marr

Wealthwise