Talking with... Fulcrum Asset Management's Joe Davidson

The series continues as Richard Romer-Lee chats to Joe Davidson

clock • 4 min read

Richard Romer-Lee talks to Fulcrum Asset Management managing partner Joe Davidson about what the firm stands for and the most valuable lessons he has learned during his career…

How did you get into asset management? I studied history at university and planned to be a barrister, but once I started the training I realised I really didn't find law interesting. I joined Schroders as a fund manager's assistant in 1998 and quickly developed an interest in investment management and, in particular, socially responsible investment. It was also at the time of the TMT boom which was fascinating. What stayed with me was the incredibly important role asset management plays and the obligations its actors carry on their shoulders to deliver to their clients. I then moved on...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Technology cited as main barrier to private market access for advisers

Technology cited as main barrier to private market access for advisers

Follows Oliver Wyman’s and Clearstream’s private markets whitepaper

Sophia Panayi
clock 04 August 2026 • 3 min read
Ascot Lloyd links up with BlackRock for investment offering

Ascot Lloyd links up with BlackRock for investment offering

A move to a single investment provider

Isabel Baxter
clock 04 August 2026 • 2 min read
Beyond London: Adviser opportunities in regional investment

Beyond London: Adviser opportunities in regional investment

Hugi Clarke unpacks the regional growth agenda

Isabel Baxter
clock 31 July 2026 • 1 min read