Nicholas Burdett, Cfa, Caia Email & Phone Number

Madrid, Es

Madrid, Community Of Madrid, Spain

- Organising roadshows and constructive call memos post client meetings.- Acting as a Product Specialist for niche strategies: Contingent Convertibles, Insurance Linked Solutions.- Contributing news articles on market developments for local media: Funds Society and Funds People.- Implementing and mandating the use of Salesforce across the organisation and improving the feedback to managers, as well as internal reporting.- Fund Sales for Calamos Global Convertibles fund in Switzerland- Fund Sales for Berenberg European Growth Equities in Iberia

London

- Advisory and trading role servicing sophisticated UHNW clients on multi-asset class portfolios. Assets under management in excess of £350 million across 25 client relationships.- Sold USD 40 million of Blackstone REIT - Sold USD 20 million of Credit Suisse Fixed Maturity Plan 2024- Sold USD 20 million of Eastspring Investments (FMP) Implementation of investment strategies that maximize the performance of clients’ portfolios and which are consistent with their investment objectives. All asset classes covered with a strong emphasis on suitable strategic asset allocation via funds and ETFs. Strong track record in launching successful structured products mainly using indices ETFs as underlyings. Ongoing monitoring of client portfolios and provision of comprehensive verbal and written portfolio updates on a regular basis. Execution, confirmation and reporting of client trades.FCA - CF30 'approved person' with regulatory permission to perform the 'customer function'.

Geneva Area, Switzerland

Multi-asset class discretionary and advisory investment specialist with a solid understanding of asset allocation, fixed income, equities, alternative investments, currencies, commodities, derivatives.Managing discretionary and direct client access advisory mandates for UHNW segment and generating investment ideas according to clients' needs.Serving UHNW clients and prospects across offshore regions (Switzerland, Holland, UK & Israel) in English and French; maintaining a direct dialogue with the account holders.Member of the CIO’s committee for the definition and global implementation of the Advisory commercial offering of the bank; goals being to comply with anticipated regulatory changes, build a new competitive growth engine and provide clients with superior personalized advice.

Geneva Area, Switzerland

J.P. Morgan (Suisse) SA is the Swiss branch of JP Morgan Private Bank; it employs more than 1000 people at both its Geneva headquarters and Zurich branch. Advising a portfolio of USD 300M Discretionary and Advisory clients on asset allocation and security selection across a equities, bonds, mutual funds, hedge funds and private equity products approved on the J.P. Morgan Private Bank platform. Active idea generation and interaction with offshore clients across UK, Switzerland, Spain and France.

Zürich Area, Switzerland

- Responsible for the screening, due-diligence and monitoring of hedge funds across all strategies (macro, equity long short, CTAs) and for the Quilvest Wealth Management platform.- 142 documented physical meetings with Hedge Fund managers during my tenure.- Selction of two man

London, United Kingdom

Hydra Capital Management Ltd. is an Emerging Market Sovereign Debt specialist hedge fund manager which acts as investment adviser for three "Lodsworth" branded emerging market fixed income funds: EM Sovereing Fixed Income RV, EM Macro Fund and EM Fixed Income UCITS Fund. The firm managed USD 40 million across all three strategies when I joined and over $500 million at its peak.

Paris Area, France

CNBC (wholly owned by NBC and in turn Comcast) is a major business news channel with over 390 million viewers, with presence on 5 continents and over 300 employees worldwide.Responsible for editorial content and interviews with CAC40 CEOs and French captains of inductry.Visit: www.youtube.com/nburdett

Modern Languages, Ma (Oxon)

Masters In Finance (Msc, London)

A-Levels: Economics, Chemistry, French & Spanish