Our story

4 minutes 24 seconds

Why we are named REALM

4 minutes 23 seconds

Why appoint REALM

3 minutes 15 seconds

The Realm Team

- eugene -
chief executive

Eugene first joined the financial services industry in 1982.  In 1986 he joined Noble Lowndes as a Senior Consultant advising high net worth private clients on investments and tax planning issues. At that time Noble Lowndes was the largest independent financial advisory firm in the UK. Fifteen years later he moved to Hargreaves Lansdown where he continued to advise Private Clients, Business Entrepreneurs, Board Directors for UK Listed Companies and Trustees acting on behalf of Trust Funds. In 2010 Eugene started his own independent advisory firm with his colleague Robert Debnam. As Managing Partner, Eugene was responsible for the Investment Management division. Over the next eight years the firm grew significantly and in early 2018 the partners decided that the Investment Management division should be transferred to a separately authorised firm dedicated purely towards investment management and so REALM was created. Eugene is a Chartered Member of the CISI.

- VENKAT -
CHIEF INVESTMENT OFFICER

Venkat Chidambaram started his investment career more than 25 years ago. In February 1994 he joined Global Asset Management (GAM) initially as an Investment Analyst progressing through the ranks to the role of Investment Manager within the Global Equity team where he assisted in the management of US$ 3 Billion of assets with specific responsibility for Emerging Equity Markets. In 2001 he took over the Global Equity team as Investment Director responsible for the management of US$500 Million of investment assets. In 2006 Venkat left GAM to join a leading middle eastern multi-family office with offices in London, the Middle East and Hong Kong, as the Deputy Chief Investment Officer where he managed the firm’s US$ 200 Million Fund of Funds portfolio. In May 2009 Venkat joined Towry Investment Management, a leading UK IFA firm managing £3 Billion of global assets. Venkat was responsible for managing the “Long Only” Fund of Funds team with assets valued at over £1 Billion.

- robert -
operations director

Robert Debnam’s career in financial markets started in 1984 when he began designing quantitative (price based) trading systems primarily to trade the futures markets. These “quant” systems became increasingly important through the eighties and nineties and Robert was in demand, teaching seminars both here and the U.S., writing articles for financial magazines, including Investor’s Chronicle, and doing consulting work which is how he met Eugene. The database and system they started building in 2006 remains a core part of our investment process, particularly the relative strength and market sentiment analysis which complement the more fundamental approach of Venkat and Srinivasan. Robert is Operations Director and Head of Investment Research at Realm.

- SRINIVASAN -
SENIOR RESEARCH MANAGER 

Srinivasan has over twelve years experience in Asian capital markets as a Senior sell side analyst and has covered stocks in multiple sectors such as Cement, Power, Consumer goods and Engineering. His accomplishments include being rated as Asia's No.1 analyst in the Heavy Machinery and Materials category, in the Wall Street Journal - Asia's Best Analyst's survey 2012. He has worked for leading Indian Stockbroking firms such as Angel Stockbrokers and his most recent role was as Head of Research in Cholamandalam Securities. Srinivasan holds a MBA from IBS (formerly ICFAI Business School) Bangalore and a BBM from University of Madras. He is based in our Chennai, India research office and is responsible for our global macro economic research, sector research and fund analysis.

- vincE -
COMPLIANCe 

Vince Harvey is an independent consultant providing Realm Investment Management with advice on compliance issues. He has worked in financial services for over 25 years and is a founding director of Compliance Cubed. His financial services career includes working with financial advisers, banks, a building society, insurers and wealth/fund managers. Vince has a degree in Economics and Government from Essex University and a MSc in Financial Regulation and Compliance Management from London Metropolitan. Additionally, he has a range of qualifications including the Investment Management Certificate (IMC) and the Investment Advice Diploma (IAD) as well as the investment paper in the AFPC qualification.

- KATIE -
OFFICE MANAGER

Katie started her career in banking in 2005, initially in the private client sector. Following the global crash in 2008 she then moved into the treasury and liquidity division where she stayed for 10 years, working in both UK, European and global banks. Katie is our office manager and is responsible for managing the day to day running of the firm and providing support to the senior management team.

- sally-
MARKETING 

With years of experience within the design industry, Sally’s journey began in 2001, creating Direct Marketing, Literature, Packaging and Corporate Branding material within Carlson Marketing. From there, Freelance design and Marketing felt like the natural step for her - advising clients regarding branding and Designing effective marketing materials including logos and newsletters/emails. Equipped with knowledge of marketing principles and best practices and a commitment to helping REALM achieve their goals, bringing forth valuable industry experience.

The Realm Portfolios

Our strategies are diversified portfolios of investments in a range of asset classes that are managed by a process of active asset allocation and investment selection. The portfolios are composed of active funds, passive trackers (where applicable) and investment trusts. In our Active and Aggressive portfolios certain funds with limited liquidity may also be considered.

Realm Defensive Portfolio

The investment objective of the Realm Defensive Strategy is to grow the capital value of the portfolio with a high element of capital preservation.

The strategy is designed for an investor with a time horizon of more than 5 years, who has a minimal tolerance for risk and does not wish to expose their portfolios to major capital disruption.

Realm Cautious Portfolio

The investment objective of the Realm Cautious Strategy is to grow the capital value of the portfolio with a focus on capital preservation.

The strategy is designed for an investor with a time horizon of more than 5 years, who has a low tolerance for risk and does not wish to expose their portfolios to major capital disruption or volatility.

Realm Balanced Portfolio

The investment objective of the Realm Balanced Portfolio is to grow the capital value of the portfolio.

The Strategy is designed for an investor with a time horizon of more than 5 years, who has a medium tolerance for risk and can accept moderate variation or disruption to capital value or current income in order to achieve their longer-term objective.

Realm Active Portfolio

The investment objective of the Realm Active Portfolio is to grow the capital value of the portfolio in line with equity markets.

The Strategy is designed for an investor with a time horizon of more than 5 years, who has a medium to higher tolerance for risk and can accept a degree of variation or disruption to capital value and a medium risk of volatility, in order to achieve their longer-term objective.

Realm Aggressive Portfolio

The investment objective of the Realm Aggressive Portfolio is to grow the capital value of the portfolio with a view to outperform equity market returns.

The Strategy is designed for an investor with a time horizon of more than 5 years, who has a higher tolerance for risk and can accept disruption to capital value and risk of high volatility, in order to achieve their longer-term objective.

Realm Income Portfolio

The Investment objective of the Realm Income Portfolio is to secure a long-term regular income stream that over time will be capable of supporting the investor's expenditure needs.

The Strategy is designed for an investor who wants to invest in companies from around the world that can deliver sustainable regular investment income and can accept a higher degree of investment risk than conventional time deposit savings accounts.

The Realm Platform

As a client you will have access to our platform service and your secure client portal where you can view your investment portfolio, generate various reports and research and track performance over any time period.

ACCOUNT SUMMARY (click to enlarge)

PERFORMANCE CHART

CUMULATIVE PERFORMANCE CHART

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