Adam Ellis

Adam Ellis Email and Phone Number

Property Development and Consulting @ Wanaka, OTA, NZ
Wanaka, OTA, NZ
Adam Ellis's Location
Wanaka, Otago, New Zealand, New Zealand
Adam Ellis's Contact Details

Adam Ellis personal email

n/a
About Adam Ellis

After starting a professional banking career in New Zealand within the retail banking sector, a move to the United Kingdom marked a transition into Investment Banking for Morgan Stanley managing Hedge Fund and Fund of Fund clients trading in markets throughout Europe, Asia and the Americas. After a move to Sydney and following a 6 year stint with ANZ Private Wealth managing the needs of HNW individuals and families, I returned to the Investment Banking industry firstly with Merrill Lynch Bank of America, and Citibank in Hong Kong. I am now back in Wanaka, New Zealand working in property development.

Adam Ellis's Current Company Details
Ellis Consulting Group

Ellis Consulting Group

Property Development and Consulting
Wanaka, OTA, NZ
Adam Ellis Work Experience Details
  • Ellis Consulting Group
    Property Development And Consulting
    Ellis Consulting Group
    Wanaka, Ota, Nz
  • Alvarium Wealth (Nz) Limited
    Director Private Wealth
    Alvarium Wealth (Nz) Limited Mar 2022 - May 2023
    Wanaka, Otago, New Zealand
    Providing specialist and unbiased investment service and access to individuals, families, foundations and charitable trusts through a range of funds, managed accounts and bespoke tailored investment solutions.
    View
  • Citi
    Vice President Prime Brokerage
    Citi Mar 2018 - Jul 2021
    Hong Kong
    View
  • Merrill Lynch
    Vice President Prime Brokerage
    Merrill Lynch Apr 2015 - Feb 2018
    Hong Kong
    View
  • Anz
    Private Wealth Manager
    Anz Jun 2009 - Mar 2015
    Sydney, Australia
    Investigate, access and execute tailored strategies to protect and grow the balance sheets of high net worth clients using either specific or combinations of wealth solutions. Discuss funding structures that best suit clients with personal or commerical requirements with appropriate hedging solutions where appropriate
    View
  • Morgan Stanley
    Client Services Representative
    Morgan Stanley May 2008 - Dec 2008
    Sydney, Australia
    View
  • Morgan Stanley
    Client Service Representative
    Morgan Stanley Sep 2006 - May 2008
    London, United Kingdom
    View

Adam Ellis Skills

Investment Banking Private Banking Hedge Funds Banking Trading Portfolio Management Investments Financial Analysis

Adam Ellis Education Details

Frequently Asked Questions about Adam Ellis

What company does Adam Ellis work for?

Adam Ellis works for Ellis Consulting Group

What is Adam Ellis's role at the current company?

Adam Ellis's current role is Property Development and Consulting.

What is Adam Ellis's email address?

Adam Ellis's email address is ad****@****anz.com

What schools did Adam Ellis attend?

Adam Ellis attended University Of Canterbury, Investment Banking Institute, Christchurch Boys High School, University Of Canterbury.

What skills is Adam Ellis known for?

Adam Ellis has skills like Investment Banking, Private Banking, Hedge Funds, Banking, Trading, Portfolio Management, Investments, Financial Analysis.

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