David Mace Email & Phone Number

New York

Luxembourg

• In response to Brexit, established a new business unit and office to serve European clients and monitor more than $40 billion in mutual fund assets domiciled in Luxembourg for non-US clients.
• Built a team of over 25 members with the experience and regulatory qualifications required to be licensed for discretionary portfolio management and investment advice in the EU.
• Appointed by the Luxembourg regulator for daily oversight of investment management and distribution.

London

• Built an institutional global equity and fixed income business in EMEA. Assets under management grew from less than $100m to over $30 billion in separate accounts with 150+ clients.
• Established relationships with the largest institutional investors across Europe and the Middle East that resulted in significant AUM growth with high client retention and cross-sell rates contributing to a highly.
• New assets represented more than half of the firms’ non-US… Show more
• New assets represented more than half of the firms’ non-US institutional client assets and about 20% of the firm’s global institutional assets under management.
• Recruited, developed, and retained an experienced and talented team of institutional sales, relationship management and consultant relations professionals.
• Designed and implemented a strategic business plan that increased market share in the UK, Nordics, Benelux, Germany, Switzerland, Middle East and Africa winning mandates from the largest public and private pension.

London

• As one of the initial MFS employees in the EMEA region, successfully built the foundation for future sustained growth by cultivating relationships directly with major institutional investors in multiple markets across.
• Directly built relationships with local consultants in regional markets while coordinating with global consultant relations team for due diligence required to gain investment strategy ratings.
• Worked closely with the relationship management team to pursue… Show more
• Worked closely with the relationship management team to pursue cross-sell opportunities and increase client retention. Show less

New York, Hong Kong, London

Vice President, European Institutional Sales, London 1998 - 2000Responsible for developing relationships and generating new business with corporations and financial institutions across Europe. Marketed customized separate accounts and mutual funds with a focus on equity, fixed income, and liquidity solutions.Vice President, Asia Institutional Sales, Hong.

New York

Followed equity, fixed income, currency, and precious metals markets. Focused on trading for private clients with responsibility for portfolio lending and collateral control.

New York

Completed the corporate training program at the New York headquarters. Supported the investment team in Hong Kong followed by corporate credit analysis for the loan team in New York.