Sa Lu

Head of Investments

Call: 1990 | Silk: 2010

Sa@fowlerdrew.co.uk
+44 (0) 20 7421 5555
Meet with Sa

Testimonials

What our clients have to say

“I have had a great experience with FD drew. Izzy was really supportive an...”

Carl
16, August

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“I have had a great experience with FD drew. Izzy was really supportive an...”

Carl
16, August

rating imagerating imagerating imagerating imagerating image
“I have had a great experience with FD drew. Izzy was really supportive an...”

Carl
16, August

rating imagerating imagerating imagerating imagerating image
“I have had a great experience with FD drew. Izzy was really supportive an...”

Carl
16, August

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Overview

In the dual role as the Director and Quantitative Strategist, Sa leads all quantitative initiatives within the company, driving and maintaining the integrity and robustness of Fowler Drew’s unique data-driven decision-making process and strategic insights.

Experience

With a quant background (PhD in Finance) Sa previously spent 10 years in London and Beijing with UBS and private- equity manager Actis, designing and implementing investment solutions covering each of portfolio allocation, portfolio analysis and risk management, across conventional and alternative asset classes. She leads the creation and refinement of Fowler Drew’s proprietary financial planning and asset allocation model and is responsible for all quantitative initiatives in Fowler Drew. Her role extends from quantitative analysis to establishing and maintaining robust quantitative investment processes and overseeing the construction and integration of the operational infrastructure.

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CFA Charter Holder
PhD in Finance MSc, International Securities, Investment and Finance

Memberships

CFA Institute Membership, CII membership

Our People
Sa’s team
Stuart Fowler
Founder & Non-Ex Director
Shammer Patel
Investment Manager
David Anderson
Director, Head of Financial Planning
Sa Lu
Head of Investments
Gary Steffens
Head of Growth
Tariq Shaikh
Director, Head of Investments