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Paul Markham

Paul Markham - Investment Director


Paul Markham, Investment Director, leads the Global Equities team.

Paul brings extensive experience and a strong track record as a global equity portfolio manager to GAM Investments. Prior to joining the firm in February 2024 Paul was Head of Global Opportunities Equities at Newton Investment Management, where he played a significant role in the growth of its global equity franchise. Paul’s career at Newton spanned 25 years where he successfully managed a range of strategies, including Sustainable Global and European Equities, International Equities and Japanese Equities. As Head of Global Equities, Paul was responsible for leading a team of portfolio managers overseeing assets of around GBP 7 billion for institutional, retail and private wealth clients. He is based in London.

Paul Markham

My Insights

Outlook 2025
Stock, sector and market divergence
December 2024

GLOBAL EQUITIES: “The major opportunity for us is individual stock picking.”

Investment Opinions
Hyper Active: Focusing on innovators and disruptors across the global stock universe
20 September 2024

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for clients.

Investment Opinions
SharkNinja: Disruption with chips
14 August 2024

"Disruption spans across all industries," says Paul Markham, Investment Director, Global Equities, citing SharkNinja's case study to illustrate his strategy.

Investment Opinions
An active approach to global equities is key
08 August 2024

Paul Markham, Investment Director, Global Equities emphasises the importance of active management amid ongoing shifts across industries.