Chief Investment Officer
AHR Private Wealth
Total years of experience :10 years, 4 Months
Serve as in charge of investment management for the group and manage financial service at $1.5 billion AUM. Source, develop and deploy investment strategies to support group wide assets by conducting thorough due diligence and creating efficient analysis processes for ongoing management. Track and examine key trends across performance, risk, and cost measures in fixed income, equity, real estate and alternative asset classes by utilising various analytics systems and conducting primary research. Formulate investment performance and risk reports, presenting to company board and management teams. Lead and supervise investment committee, conduct due diligence, manage risk, monitor corporate governance, and ensure compliance. Create and present investment proposals and reports to Institutional high net worth prospects and existing clients.
● Implementation of market leading client investment services, including Model Portfolio Services, Real Estate Services, Fixed Income Solutions and bespoke client portfolios. Providing benchmarked, risk adjusted returns above peer groups for risk rated, managed portfolios.
● Utilised valuation methods/economic data and conducted cash flow analysis by organising investment forecasts, projecting, and due diligence on company Private Equity investment projects.
● Project manage development and launch of UCITS Fund range, with $300 million of AUM raised since March ’22.
● Manage development of companies UK Real Estate Investment Trust proposition with Fund administrators and Property Management team.
● Manage and develop key client relationships across UHNW individuals and Institutional clients. Maintain relationships with key counterparties including custodians and investment managers across public markets, private equity, property and investment banking.
● Create and manage institutional client structured finance products that has resulted in addition of $50 million AUM to date.
● Added over $2M annually recurring income from service fees, cost reductions and performance improvements.
● Host weekly investment podcast, quarterly client webinars and featured in press such as FT Adviser.
Created and applied investment strategies for group wide assets valued at $1B. Led and managed funding of UCITS Fund as part of a group partnership and secured funding levels of $100M. Facilitated global financial advisory firm by devising and deploying investment framework.
● Reduced $2M of cost across investment mandates from 0.5 to 1% of total cost.
● Enhanced $3M annually by leading and managing project of recurring income focus.
● Improved performance from 5-10% annually in accordance with mandate and risk level.
Served as key person status and FSA approved portfolio manager. Analysed and created investment portfolio to promote development of equity markets. Oversaw management of business development prospects as well as conducted client/ prospect meetings. Assisted and implemented equity, bond, and collective investments dealing. Cultivated new and existing relationships with IFAs, private banks, and family offices in SE Asia, Middle East, Channel Islands, and the Isle of Man. Developed and implemented marketing campaigns for numerous property funds and associated services. Spearheaded and managed marketing literature design and copywriting. Supervised and maintained operational tasks such as investment monitoring, commission tracking, and subscription requests.
● Increased £8M assets and 10 new clients by cross selling to existing clients and referrals.
● Contributed in a team to increase fund assets from £15M to £40M within two years.
● Initiated new Fund structures and share classes with Life Co.’s, analytic sites, and platforms.
● Streamlined life insurance and platform services by applying and performing Bloomberg and FE analytics.
● Maintained portfolio and relationship management of book of clients valued at £37.5M that increased form £28M within 18 months.
● Enhanced client satisfaction and retention by establishing and maintaining long-term professional relationship.