• Act as a fractional Chief Investment Officer, advising on asset allocation, portfolio construction, and risk management; aligned with client-specific goals.• Develop and implement bespoke investment strategies for Ultra-High Net Worth clients, integrating public and private markets to achieve long-term financial objectives.• Source, evaluate, and oversee private market investments, including private equity, venture capital, and real estate, ensuring thorough due diligence and structured decision-making.• Build and maintain relationships with fund managers, direct investment partners, and other stakeholders to provide clients access to institutional-grade opportunities.• Oversee portfolio performance, providing detailed reporting and analysis to clients, including risk assessments and strategic adjustments.• Manage the operational aspects of investment administration, including compliance and governance functions.

• Manage a diversified portfolio, spanning public and private markets, funds and direct investments.• Develop and execute long-term investment strategies tailored to family objectives, with allocation across asset classes.• Conduct detailed analysis and due diligence on all investments, assessing appropriateness of investment both as a standalone and as part of a portfolio.• Collaborate with family members and advisors to ensure alignment on financial objectives, providing comprehensive reporting on performance and risk exposure.• Coordinate relationships with external advisors to streamline investment processes and governance.• Act as a strategic advisor on control investments, offering insights and alternatives to enhance decision-making.