Jason Holdsworth

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Director at Aleda Capital
Jason Holdsworth's Location
Greater Sydney Area, Australia
Jason Holdsworth's Contact Details

Jason Holdsworth work email

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About Jason Holdsworth

Jason Holdsworth is a Director at Aleda Capital.

Jason Holdsworth's Current Company Details

Director at Aleda Capital
Jason Holdsworth Work Experience Details
  • Hlk Group
    Director
    Hlk Group Nov 2012 - Oct 2024
    Sydney, Australia
    HLK Group is an Australian Financial Services Company, specialising in Managed Discretionary Account (MDA) services.Since its inception in 2012, HLK Group has been providing alternative investment solutions and has grown rapidly to become one of Australia’s most renowned MDA operators.HLK Group was built from a decade of experience in the financial services industry that exposed a simple idea to service the demand in the market for a transparent, cost efficient and actively managed investment solution that has been trialed and tested to be effective. Today we are a leading MDA operator in Australia offering over 20 strategies across a range of financial instruments. We look forward to the future of industry to grow our offering and business in Australia and internationally. HLK Group holds an Australian Financial Services Licence (AFSL) [No. 435746] and is authorised to deal in and provide general and/or personal financial product advice in a range of financial products to both retail and wholesale clients. HLK Group’s core business has been assisting small to medium financial companies by allowing them to operate under our AFSL as Authorised Representatives and servicing compliance guidance. In evolving with the industry, HLK Group more recently have been servicing the demand with assisting startup and established Robo-Advice and Financial Technology companies looking to offer their services under an AFSL in Australia. If you would like to know more about HLK Group and what we can potentially do to service your company, please contact us for a discussion
  • Aleda Capital
    Director
    Aleda Capital Jun 2012 - Jun 2022
    Sydney, Australia
    Aleda Capital is Australia’s first direct to client alternative investment platform.Our philosophy is built a foundation of sustainability and efficiency and we believe that successful investing hinges on many factors, but most importantly a solid wealth management product should be transparent and simple. Our managed account strategies are named after a variety of bamboo species around the world representing the different types of growth expected by our investors. We believe you should only pay when you have invested your money, that is why Aleda Capital charge no advice fees, administration fees, ongoing service fees or exit fees. You are only charge once you have invested with Aleda Capital based on a management and/or performance fee depending on the strategy.Aleda Capital offers a diversified investment opportunity across five different strategies for both wholesale and retail clients. Our online platform gives clients a simplistic approach to investing. Our strategies are invested across:- Utilis & Edulis Strategies > ASX Listed Exchange Traded Funds (ETF’s)- Asper & Elatus Strategies > Margin Foreign Exchange (FX)- Phyllo Strategy > Gold against USDAleda Capital's Managed Account strategies were designed with you in mind. Our clients include first time investors, self-managed superfund clients and busy executives. Take advantage of our managed account solutions to add to your investment portfolio.If you are looking to diversify your portfolio into an alternative investment option, contact our friendly customer service team at Aleda Capital or go to our website where you will find all the information about Aleda Capitals service.
  • Enfinium Capital Management
    Head Of Managed Accounts
    Enfinium Capital Management Feb 2011 - May 2013
    Sydney, Australia
    Enfinium Capital Management is an active investment management business specialising in managing equity, high yield, global premium and equity portfolios. Enfinium provides investors' access to a number of investment options, or to a single managed balanced portfolio that may be suited to their tolerance for risk. We aim to deliver out-performance for our clients across full market cycles.Enfinium offers clients individually managed portfolios, where the client has direct ownership in their own tailored portfolio of investments which are managed by our specialist team of professional traders. The Enfinium Capital Management portfolios are appropriate for any financial advisor group or institution looking for broadly diversified vehicles to act as their portfolio core, if not their entire portfolio. Enfinium can either face the underlying investors of financial advisors directly, or offer the individually managed account to a pooled vehicle.

Jason Holdsworth Skills

Portfolio Management Trading Equities Investments Options Management Managing Accounts Financial Analysis Foreign Exchange Management Relationship Management Investment Management Derivatives Separately Managed Accounts Financial Services Financial Advisory Financial Markets Managed Accounts Securities Risk Management Hedge Funds Fx Options Strategy Finance Investment Strategies Financial Risk Capital Markets

Jason Holdsworth Education Details

Frequently Asked Questions about Jason Holdsworth

What is Jason Holdsworth's role at the current company?

Jason Holdsworth's current role is Director at Aleda Capital.

What is Jason Holdsworth's email address?

Jason Holdsworth's email address is ja****@****ail.com

What schools did Jason Holdsworth attend?

Jason Holdsworth attended Griffith University.

What skills is Jason Holdsworth known for?

Jason Holdsworth has skills like Portfolio Management, Trading, Equities, Investments, Options, Management, Managing Accounts, Financial Analysis, Foreign Exchange Management, Relationship Management, Investment Management, Derivatives.

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