Dr. Carlos Mejia

Chief Investment Officer

Carlos joined Rothschild & Co in 2012 from Investec Bank, where he was the Chief Investment Officer and Head of Portfolio Management between 2010 and 2012.

From 2005 to 2010, Carlos worked for UBS AG as Head of Investment Strategy and Portfolio Construction (London) and as Head of Asset Allocation for discretionary portfolios (Zurich)
Between 2000 and 2005, Carlos worked for Goldman Sachs (London) advising institutional investors, first as an Equity Strategist and then as the co head of the Tactical Asset Allocation Advisory team.

Carlos has a Masters in Science and a Doctorate degree in Interdisciplinary Mathematics from the University of Warwick (England) in addition to two first degrees from the National University of Mexico, one in Actuarial Sciences and one in Mathematics.

Carlos is member of the Responsible Investment Committee and the Balance & Inclusion Committee for the Rothschild & Co group and regularly publishes articles or interviews in local and international newspapers and social networks.

Read more from Dr. Carlos

  • Mosaique Views: Allocation d'actifs

    Investment / strategy

    Notre positionnement tactique actuel par classe d'actifs, région et secteur et le raisonnement qui le sous-tend dans notre publication client Mosaique Views.

  • Mosaique Views: Asset Allokation

    Investment / strategy

    Unsere aktuelle taktische Positionierung nach Anlageklassen, Regionen und Sektoren und die dahinter stehenden Überlegungen in unserer Kundenpublikation Mosaique Views.

  • Mosaique Views: Asignación de activos

    Investment / strategy

    Nuestro actual posicionamiento táctico por clase de activos, región y sector y el razonamiento que lo sustenta en nuestra publicación para clientes Mosaique Views.

  • Mosaique Views: Asset allocation

    Investment / strategy

    In our latest Mosaique Views client publication we explain our current tactical positioning by asset class, region and sector and the reasoning behind it.

  • Mosaique Views: Asset allocation update

    Investment / strategy

    Explaining our current positioning by asset class, region and sector, our Mosaique Views publication is primarily for Clients and sets out the reasons for our latest tactical asset allocation.