Nicholas Davies Email & Phone Number

Geneva Area, Switzerland

Geneva Area, Switzerland

• Develop and improve the quality of the advisory services to support the Relationship Managers• Enhance the quality of the content of the Investment Committee and the weekly interactive Investment Advisory meeting• Creation of tailor-made investment proposals, at the request of the Relationship Managers• Regular contact and Investment advisory proposals made to clients with an Advisory Mandate• In charge of monitoring and controlling customer performances against established benchmarks• Managed the internal investment funds, European fixed income and Swiss equities- In a very competitive market, we won over a large mandate to actively manage the funds of a Swiss pension fund- Co-managed with success, a global equity fund and a fixed income fund for a Caribbean Bank- Achieved the investment target set to exceed CHF 100M with regard to the internal funds- Obtained 3 charitable trusts with discretionary ESG mandates exceeding CHF 50M- In order to federate all the RM’s of the different branches, I created and chaired the weekly investment meeting by videoconference with a lot of commitment and pleasure.

Geneva Area, Switzerland

• Active participation and preparation of the monthly Investment Committee• Contribute to the ongoing development and efficient functioning of the bank’s overall Portfolio Management• Promote and offer proactive investment support to the clients and Relationship Managers• Active role in the asset and currency allocation process • Comply with any restrictions set by the client on the Investment Management Contract• Regular portfolio reviews with the Relationship Managers• Creation and management of the dynamic Delta One products of the Bank

Geneva Area, Switzerland

• Responsible for the portfolio management and establishing tailor-made investment proposals for existing and prospect clients• Create and implement the different types of investment strategies for advisory and discretionary mandates• Regular update of the list of recommendations (equities, bonds and investment funds)• Other responsibilities included intensive travelling to meet with existing clients and prospects in my role as a Relationship Manager / Business Development- Co-founder, shareholder of our own independent asset management company, leading it from scratch to success- Doubled the assets under management- Member of the “Duke of Edinburgh’s International Award Foundation” for 8 years, where we received numerous “Certificates of Recognition” for our outstanding support

Geneva Area, Switzerland

• Leading the Geneva Investment Committee regarding Investment policy and asset allocation• Supervised a team of 5 Portfolio Managers • Managing clients’ discretionary accounts in line with their respective mandates• Advising clients on the investment environment and on specific investments• Advising and supporting Relationship Managers to deepen client investment relationships and to onboard new clients• Creation and implementation of the asset and currency allocations- Exceeded significantly the brokerage budget as from 1995- In my role as responsible for the organization of the investment team, I received excellent feedback from my superiors- Successfully merged the Investment Management and Foreign Exchange/Treasury Departments- Full success in improving the communication links between Asset Management and RM’s- Through perseverance and hard work we obtained an important mandate from a HNWI

Geneva Area, Switzerland

• Establishment and implementation of investment and hedging policies• Order executions, analyzing research and reviewing client performances• Regular monitoring of markets and client portfolios• Regular update of the Bank’s recommendation lists• Full back-up to the Senior Relationship Managers

Geneva

• Replacement of the foreign exchange dealer/treasurer• Monitoring of client performances• Full support to the Relationship Management function including client meetings• Foreign Exchange: Covering overdrafts, rolling over loans and swaps• Provided research on markets enabling RM’s to keep their clients informed

Geneva Area, Switzerland

• Reconciliation of the Bank’s Nostro accounts including investigations of outstanding items• Working in a variety of functions in the Securities “Back Office”

Geneva Area, Switzerland

• Control and approval of all credit lines• Improvement, monitoring and implementation of new controls• In charge of issuing all new credit lines• General Services