Total years of experience :18 years, 7 Months
Next Gen Multi-Family Office, with direct and indirect investments across equities, bonds, and illiquid/alternative asset classes
- Company director, involved in the setting up of the company and obtaining the FCA licence
- Overseeing all aspects of the business beyond investment functions including fundraising, marketing, IT, operational, and regulatory
matters
Family Office with $500m AUM
- Created investment function, having converted a variety of Private Banking and direct investment relationships into a Family office.
- Responsible for investing across all asset classes within a large family office, with direct and indirect investments across equities, bonds,
and illiquid/alternative asset classes.
- Developing, managing, and implementing the overall investment strategy through the formulation of top-down macro views and
expressing these via asset allocation and bottom up selection.
Promoted to co-head after two years and head after three years, reporting to the Global Head of Portfolio Management
- Responsible for managing over $3bn across Funds and discretionary customised mandates for European and Asian Institutional and
UHNW clients
- As part of the Investment Committee, directed the dedicated Research team's efforts and met with 50100 managers each year
- Developed and managed new bespoke products based on clients and market demand. Examples of this include structured products with
hedges and overlays and a hybrid discretionary Relative Value + CTA quant fund
- Met with existing and prospective clients to review portfolios, discuss the macro environment and investment outlook, as well as business
development with the Private Bankers and Institutional sales force
Converted 3 month internship into a full time role at an EM L/S Equity Hedge Fund, generating long and short ideas
- Performed research in Emerging Markets equities with a focus in Brazil and Mexico
- Formulated and presented ideas on both the long and short side