James Dougall, CFA
JD

James Dougall, CFA

Linkedin Profile
founder and Managing Director at Secure Wealth Management Ltd | Singapore
View James Dougall, CFA's Email & Phone Number

About James Dougall, CFA

  • James Dougall is a distinguished financial professional and a visionary leader in the realm of sustainable investing. As a founding partner of blufolio AG, a Swiss-based venture capital firm, he plays a pivotal role in driving investments that prioritize sustainability and digital transformation. Under his...
    James Dougall is a distinguished financial professional and a visionary leader in the realm of sustainable investing. As a founding partner of blufolio AG, a Swiss-based venture capital firm, he plays a pivotal role in driving investments that prioritize sustainability and digital transformation. Under his stewardship, blufolio AG has emerged as a key player in the venture capital landscape, identifying and nurturing innovative startups that are committed to creating a positive environmental impact while leveraging cutting-edge technology. With a robust background in investment consulting and wealth management, James has honed his expertise in developing strategic investment solutions that align with the growing demand for Environmental, Social, and Governance (ESG) criteria. His previous venture, Secure Wealth Management Ltd., showcases his commitment to sustainability, where he successfully managed a diverse range of ESG-focused portfolios using ETFs, achieving an impressive 13-year track record. This experience has equipped him with a deep understanding of market dynamics, enabling him to navigate emerging markets and identify lucrative opportunities for institutional investors. At blufolio AG, James is actively involved in business development and strategic planning, utilizing his skills in financial modeling and business strategy to guide the firm’s investment decisions. His passion for fostering sustainable growth is evident in the key projects he oversees, which aim to bridge the gap between innovative technology and responsible investment practices. Through his leadership, blufolio AG is not only contributing to the financial sector but also championing a transformative approach to venture capital that prioritizes long-term societal benefits.
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  • James Dougall, CFA Work

    • founder and Managing Director at Secure Wealth Management Ltd in July 2009 to Present
    • founding partner at blufolio AG in May 2018 to Present
    • Director Wealth Management at Alpha Quest Pte. Ltd. in March 2024 to Present
  • James Dougall, CFA Education

    • Chartered Insurance Institute, Chartered Financial Planner, January 2008 to January 2010
    • CFA Institute, Chartered Financial Analyst, January 2002 to January 2004
    • ESCP Europe, Masters in Management; Diplome de Grande Ecole de Gestion; Diplom Kaufmann, January 1991 to January 1994
  • James Dougall, CFA Skills

    • Investment ConsultingHigh Net Worth IndividualsInvestment Advisory
      Portfolio ManagementAsset ManagementAsset AllocationInvestmentsWealth ManagementInstitutional SalesBusiness DevelopmentHedge FundsManagementEquitiesFinancial AdvisoryBusiness StrategyAlternative InvestmentsFinancial MarketsStrategyInvestment StrategiesBusiness PlanningValuationFinancial PlanningInvestment BankingEmerging MarketsCapital MarketsFixed IncomeFinancial ModelingStrategic PlanningStrategic Financial PlanningMarketingProject ManagementTeam LeadershipTeam ManagementNegotiation

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  • About James Dougall, CFA's Current Company

  • Frequently Asked Questions about James Dougall, CFA

    • What is James Dougall email address?
      Email James Dougall at j***s@dougallfamily.com, j***l@securewm.com and [email protected]. This email is the most updated James Dougall's email found in 2025.
    • What is James Dougall phone number?
      James Dougall phone number is +41.782040588 and +66.76239157.
    • How to contact James Dougall?
      To contact James Dougall send an email to j***s@dougallfamily.com, j***l@securewm.com or [email protected]. If you want to call James Dougall try calling on +41.782040588 and +66.76239157.
    • What company does James Dougall, CFA work for?
      James Dougall, CFA works for Secure Wealth Management Ltd
    • What is James Dougall, CFA's role at Secure Wealth Management Ltd?
      James Dougall, CFA is founder and Managing Director
    • What industry does James Dougall, CFA work in?
      James Dougall, CFA works in the Financial Services industry.

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