Heather Coulson

Professional Background

Heather Coulson is a dynamic and experienced leader in the asset management industry, currently at the forefront of the multi-asset solutions space as the Head of GAA Research and Portfolio Management at Aberdeen Standard Investments. In her pivotal role, she is responsible for both Tactical Asset Allocation (TAA) and Strategic Asset Allocation (SAA) for an impressive portfolio of approximately £95 billion that encompasses strategic insurance, fiduciary pension, and wealth mandates. Heather believes in the power of tailored multi-asset investment solutions designed to meet the diverse and unique requirements of a global clientele. Her expertise allows her to delve deep into client beliefs and objectives, using this information to shape investment strategies while leveraging the vast resources and capabilities of her institution.

With a wealth of experience spanning various pivotal roles within the asset management sector, Heather has solidified her reputation as a strategic thinker and a results-driven professional. Before her current responsibilities, she served as the Head of Global Active Allocation, where her insight and leadership drove innovative investment strategies aimed at maximizing returns for clients while managing risks. Her past positions at Aberdeen Standard Investments include Senior Solutions Director for Insurance and Senior Portfolio Manager in Solutions, showcasing her extensive expertise in handling complex financial strategies.

Education and Achievements

Heather’s educational background is equally impressive, having achieved stellar academic results at St Michael's Academy, where she studied five Highers, all achieving grade A, along with eight Standard Grades at grade one. She continued her education at the esteemed Glasgow University, where she pursued a degree in Accounting with Finance, eventually graduating with First Class Honours. Her strong academic foundation has significantly contributed to her analytical skills and comprehension of the financial markets.

Throughout her flourishing career, Heather has also taken on various other roles that further demonstrate her versatility and adaptability within the financial arena. Previously, she served as a Veterinary Physiotherapist at McKay Veterinary Physiotherapy, which adds a unique dimension to her professional story, indicating her varied interests and dedication to applying her skills in multiple disciplines.

Beyond her primary roles in asset management, Heather has a rich history that includes positions as an Investment Director for Multi-Asset Funds at SWIP and as a Credit Analyst within Financials at Scottish Widows Investment Partnership. Her analytical proficiency was further honed during her earlier time as an Equity Analyst at Baillie Gifford. These diverse experiences have granted her a comprehensive understanding of different aspects of financial markets and asset management.

Notable Achievements

Heather Coulson’s progression through various high-responsibility roles demonstrates her exceptional leadership capabilities and her unmatched expertise in investment strategies and client management. Her influence at Aberdeen Standard Investments has been substantial; she has played a crucial role in developing and executing innovative multi-asset solutions successfully tailored to meet ever-evolving client needs.

Heather's capacity to integrate client objectives with market opportunities showcases her strategic foresight that is essential for success in today's financial landscape. Her dedication to research and portfolio management has led to the delivery of meaningful results for clients, impacting their financial well-being positively. As a respected leader in her field, Heather is committed to continuous professional development and is an active participant in dialogues surrounding market trends, making her a valuable asset not just to her firm but to the wider investment community.

In summary, Heather Coulson embodies a unique blend of academic excellence, extensive experience, and a proven track record in asset management. Her journey reflects a commitment to professional growth and an unwavering focus on client-centered investment solutions that stand out in today’s complex financial environment.