In a time where financial clarity and adaptability are more valuable than ever, FSW Investment Group continues to rise as a premier provider of sophisticated investment strategies for ultra-high-net-worth clients. Headquartered in Manhattan, the firm brings nearly two decades of independent innovation and client-focused excellence to the forefront of global finance.
At the core of FSW’s approach is a strategic blend of digital advancement, bespoke advisory, and a leadership team whose deep capabilities drive results across volatile markets.
Leadership That Powers Precision
FSW’s leadership team is composed of highly accomplished professionals whose strengths span investment strategy, technology, client advisory, and operational excellence.
John Miles Abernethy, Managing Director and Chief Technology Officer, leads the firm’s digital transformation and technology vision. His work focuses on delivering intelligent systems that enhance client experience, streamline operations, and support real-time decision-making through advanced analytics.
Robert McKellar Doggett, CFA, Strategic Partner and Director of Investment Strategy, oversees the firm’s investment philosophy, including asset allocation design, portfolio modeling, and macroeconomic research. Known for his rigorous analytical methods and disciplined planning, he helps ensure every strategy reflects clients’ goals and market realities.
Scott F. Reddy, CFA, Senior Investment Manager, specializes in portfolio architecture and investment selection. He works closely with clients to tailor investment strategies that support both short-term needs and long-term financial vision. His strength lies in translating market insights into meaningful client outcomes.
Jessica Mobley, Executive Managing Director and Wealth Advisor, crafts tax-aware, customized strategies for high-net-worth individuals and families. With a strong background in risk mitigation and financial structuring, she delivers solutions that protect and grow wealth across generations.
Aisling Crummel, Investment Sales Associate, contributes to the firm’s client operations and internal coordination. She is known for her cross-functional agility and strong understanding of financial instruments, providing essential support to both clients and the advisory team.
Miriam Dines, Director of Client Services, leads FSW’s brand, communication, and strategic engagement. With an innate sense for innovation and community-building, she drives initiatives that enhance client experience while expanding the firm’s market influence.
The FSW Edge: Tailored Strategy Meets Trusted Execution
FSW is not simply an asset manager—it is a strategic partner. The firm’s methodology is anchored in personalized service, data-driven insight, and a long-term mindset. FSW builds portfolios designed to weather change, uncover opportunities, and align with the unique priorities of each client.
With operations in both the United States and Europe, FSW provides global reach while maintaining boutique-level attention. Its proprietary frameworks are built to serve families, executives, and institutions seeking stable, sustainable, and forward-looking growth.
Competing with Confidence
In line with its bold vision, FSW is participating in this year’s international investment strategy competition, showcasing its disciplined, research-driven approach on a global stage. The firm’s inclusion reflects its commitment to performance, integrity, and innovation.
“This is more than a competition—it’s a demonstration of who we are,” said Abernethy. “We believe in building systems that stand up in complexity, and people who thrive in it.”
Doggett added: “We don’t just adapt to volatility—we design for it. Every member of our team is deeply committed to understanding risk, timing, and value at a fundamental level.”
Future-Ready, Client-First
As 2025 unfolds, FSW Investment Group remains focused on guiding clients through uncertainty with clarity and conviction. The firm continues to invest in its people, technology, and partnerships—ensuring its services not only meet the moment, but also anticipate what’s next.
“Our work is about delivering peace of mind through purposeful strategy,” said Mobley. “Every portfolio, every decision, is grounded in care, research, and long-term trust.”
About FSW Investment Group
Founded in 2006, FSW Investment Group is an independent financial advisory firm serving ultra-high-net-worth individuals, entrepreneurs, and institutions. With offices in New York and London, the firm delivers strategic investment solutions, personalized planning, and enduring client partnerships built on integrity and expertise.
Company Name: FSW Investment Group
Email: [email protected]
State: New York
Country: United States
Website: https://www.fswinvestment.com