Lead the Investment Committee • Design and formulate the firm’s overall investment philosophy and strategy• Conducting due diligence for selecting and evaluating investment managers, keeping track of changes in investment managers and strategies• Maintain appropriate benchmark for measuring performance• Regularly assess investment performance, comparing to benchmarksDesign and construct model portfolios based on time horizon, risk profile, return expectations and market conditionso Determine which asset class to invest in and the weightingo Determine strategies to use within each asset classo Selecting investment managers to implement those strategiesConstructing tailored portfolios for certain clients, taking into account the clients' unique circumstances and existing assets (direct shares, business interests and direct property)Writing newsletter articles for client communication and educationResponsible for developing & executing our business plan.Responsible for creating & overseeing the day-to-day operating processes.

Responsible for liaising with clients, fund managers, platform providers & advisers to implement our recommendationsHelped the adviser research & formulate strategies to recommend clients

Created compliant & well presented Statement of AdviceResearched investments & financial products and helped advisers in their recommendations for clients