Head Of Wealth Management Research
Current- Developed a well-regarded wealth management research area for the firm
- Conducting thorough multi-asset research and analysis with a global focus for wealth management clients and implementing regular portfolio recommendations on equity, fixed income, commodities and currencies
- Advising wealth management and internal clients on global markets and portfolio decisions
- Helping financial advisors in building tailor-made portfolio solutions and assisting them in meeting with… Show more
- Helping financial advisors in building tailor-made portfolio solutions and assisting them in meeting with clients
- Preparing regular presentations to clients, both in person and through webinars, on global market dynamics and asset views