Paul Bailey has 30 years investment experience providing investment solutions for trustees and their clients across multiple jurisdictions. Paul holds a BSc. (Hons) Degree in Banking and International Finance from The City University, London. He worked for 12 years with Schroders in London and for 10 years with GAM in London & Bermuda. Paul is currently a consultant to EFG Asset Management, working with trustees to provide specialized discretionary and advisory portfolio management solutions. Paul has a long association with STEP. He has provided educational seminars for a number of branches and has spoken at regional conferences on selecting and monitoring trustees’ investments. In conjunction with several branches, Paul initiated a scholarship scheme, providing student members with bursaries to fund STEP courses. He has been involved since the early stages in development of the Trustee Managed Portfolio Indices.

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