Brendan Gallagher Email and Phone Number
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With over 22 years of global financial experience in investment and financial consultancy solutions, I ventured into entrepreneurship and founded Lima Capital LLC, a regulated Investment Advisor and Collective Investment Scheme (CIS) Manager; established businesses across jurisdictions such as Bermuda, Cayman Islands, Mauritius, South Africa the United Kingdom and Singapore. Our most recent initiative, namely Lima International Asset Management now forms an integral part of the Lima Group of companies, specialising in Venture Capital and Private Equity. The group's primary objective, facilitated by Lima International, is to foster connections between African Family Offices and Capital with the South-East Asia region.I have also been involved in the development of Stackr, an investment platform which aims to provide a personalized trust structure that enables investors to hold a diversified portfolio of both capital and digital assets.Graduating from the University of Kwa-Zulu Natal in South Africa with a degree in Economics & Corporate Finance, I've progressed through the global finance community & gained experience to develop my skills & provide customers with the highest quality service.With my experience & skills, alongside a strong team & the most innovative technology, the outcome will be a world-leading, secure, easily accessible, smart & sustainable platform which will create a global community like no other.I have previous experience from Sanlam Global Investment Solutions where I joined towards the end of 2015; I headed up the operations & product development department. Before joining Sanlam, I was a financial & investment solutions consultant to various global financial services providers. Before this, I was a partner at Armstrong Investment Managers being responsible for institutional sales & business development in Europe.Other experience includes working at Insight Investment as an associate, where I was responsible for the Scandinavian & Southern European markets, focusing on business acquisition & development. I've also been a mutual fund dealer for the Bank of New York Mellon & a client service associate at Fidelity Investments.
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Portfolio ManagerLima Investment Management PteSingapore -
MemberSingapore Fund Directors Association Jan 2024 - PresentSingapore -
Chief Executive OfficerLima International Asset Management Pte Dec 2023 - PresentSingaporeLima International is a key member of the Lima Group of companies, specializing in Venture Capital and Private Equity. The group's primary objective, facilitated by Lima International, is to foster connections between African Family Offices and Capital with the South-East Asia region.
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Founding PartnerLima Capital Llc Sep 2018 - PresentGlobalI founded Lima Capital LLC in 2017 with the goal of empowering investors and asset managers worldwide through innovative fund and wealth management infrastructure; and today Lima has established businesses across jurisdictions such as Bermuda, Cayman Islands, Mauritius, South Africa, and the United Kingdom -
Non Executive DirectorGlobalserve Management Limited Nov 2021 - PresentPort Louis, MauritiusGlobalServe Management Limited, a licensed and regulated boutique Management Company in Mauritius, offers highly personalised, cost-effective corporate structuring, outsourcing, and setup/administration of Funds, Trusts, Corporations, Holding Companies, Special Purpose Vehicles, and High Net Worth Individual wealth solutions. Our technology-driven, client-centric approach and team of experienced professionals from popular international financial centres allow us to provide best-in-class, tailor-made services promptly and competitively priced. -
FounderStackr Sep 2017 - PresentBermudaIn 2017, we created Stackr, an investment platform with aim to provide a personalized trust structure that enables investors to hold a diversified portfolio of both capital and digital assets.Stackr brings the most up-to-date technology and the optimal investment experience into a single savings solution for investors. -
Operations & Product DevelopmentSanlam Global Investment Solutions Aug 2015 - Jan 2019Cape Town Area, South Africa -
Independent Consultant - ProductIndependent Consultanct Mar 2013 - Apr 2015Global- Assist with fund manager selection, risk analysis and thorough due diligence - Daily portfolio risk review, using our VaR / correlation co-efficient modelling risk management software - Develop and maintain Business relationships, mainly with European Institutional investors - Compile attribution and holding reports for lead fund managers and investors - Manage and oversee Institutional Relationships, and maintain strong business ties with our larger clients- Commercial negotiations, including fees and legal terms of business- Management of Institutional client ‘on-boarding’ process, including overseeing any operational links with third parties. - Assist with the operational changes to newly inherited funds, including owning all relationships with lawyers, regulators and administrators- Manage the day-to-day running of the Partnership, and taking care of the usual business tasks undertaken by the COO- Build/ Maintain relationships with all our fund service providers (this includes Administrators, Custodians, ACD’s, Lawyers, Auditors and Accountants
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PartnerArmstrong Investment Managers Jul 2010 - Feb 2013London, United Kingdom
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European Business Development AssociateInsight Investment Jan 2005 - Jul 2010London, United KingdomThe team was responsible for managing and developing broad, deep and strategic relationships with Insight’s institutional clients. These include Wealth Managers, Discretionary Portfolio managers, Insurance Companies, Family Office (Pan Europe and UK), Pension Funds, Fund of Funds and other Corporate and Institutional Investors. Client mandates vary from smaller clients investing in pooled vehicles with less than £10 million to substantial mandates in excess of £1bn. Many of these mandates are of increasing complexity. Insight had over £120bn assets under management. Purpose of role:-- Manage and oversee Insight Relationships, and maintain strong business ties with our larger clients- Commercial negotiations, including fees and legal terms of business- Management of client ‘on-boarding’ process, including overseeing any operational links with third parties. -
Trader And Operations AnalystBny Mellon Apr 2004 - Dec 2004United Kingdom- Process all trading and dealing instructions, before fund cut/off and daily valuation point - Feed back issues to senior management and provide suggestions to improve service- Reconcile all un-allocated trades, cash balances and margin accounts- Carry out all Anti-Money Laundering checks and analysis for new clients and trading partners- General client account maintenance, review and reconcilliation -
Customer RelationsFidelity Investments Aug 2003 - Dec 2004United Kingdom- Broker and Customer Relations, dealing directly with brokers or direct clients concerning errors on account.- Taking ownership of complex/escalated issues and resolving them to the satisfaction of the Broker with emphasis on Key Account holders- Re-registering funds from, or to different Investment Managers- Correspond to the Brokers/Direct Clients, either through letters, fax or telephone calls- Associating the Workflow accordingly- Feeding back issues to senior management and providing suggestions to improve client service
Brendan Gallagher Skills
Brendan Gallagher Education Details
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Cfa InstituteInvestment Management Certificate -
Economics And Corporate Finance -
John Ross College
Frequently Asked Questions about Brendan Gallagher
What company does Brendan Gallagher work for?
Brendan Gallagher works for Lima Investment Management Pte
What is Brendan Gallagher's role at the current company?
Brendan Gallagher's current role is Portfolio Manager.
What is Brendan Gallagher's email address?
Brendan Gallagher's email address is bg****@****ail.com
What schools did Brendan Gallagher attend?
Brendan Gallagher attended Cfa Institute, University Of Kwazulu-Natal, John Ross College.
What skills is Brendan Gallagher known for?
Brendan Gallagher has skills like Alternative Investments, Asset Managment, Mutual Funds, Investment Strategies, Corporate Finance, Business Development, Hedge Funds, Investment Management, Equities, Investments, Fixed Income, Portfolio Management.
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1avgpartners.com
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Brendan Gallagher
Pittsburgh, Pa -
Brendan Gallagher
Narberth, Pa3cox.net, publicishealth.com, digitashealth.com3 +163142XXXXX
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Brendan Gallagher
Managing Director At 208 Entertainment / Regional Lead Southeast Asia At HungamaPhnom Penh, Cambodia
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