Peter Eliasson Email & Phone Number

Stockholm County, Sweden

Stockholm, Stockholm, Sverige

Leader of the Private Banking team and Equity sales team at Erik Penser Bank. The mission of the job was to significantly grow the business and the AuM. The primary targeted growth drivers consisted of; developing the client offering and the tools to achieve efficiency in the front-line, increase collaboration between business units to gain sales synergies.

Stockholm, Stockholm County, Sweden

Managing two separate Securities Advisory teams within Equities and Bonds/Fixed Income and one analyst/support team. Direct reports are specialists (brokers, analysts, advisors) as well as team leaders. The teams are located in Stockholm, Gothenburg and Malmö, comprising a total of 25 employees and we are servicing the following client segments.

Stockholm, Sverige

Head of the desk in Stockholm, comprising of two single securities teams within equities and bonds. We are servicing clients in the segments: UNHW/HNW/Family offices, Trusts, Companies and tier II Institutional clients. We are an analyst and flow driven sales team with close cooperation and interaction with the institutional teams especially when it comes.

Malmo, Sweden

Teamleader of a group of 5 equity sales persons, serving the southern region, including Skåne, Blekinge, Småland and southern parts of Halland. The client base consists of UHNW/HNW private individuals/company owners, trusts, family office set-ups and smaller institutions.

Team leader of 5 Private Bankers and 1 client assistant and client executive for larger accounts, entrepreneurs, trusts and HNW. The role involved business development with the aim to substantially grow the AuM base, a goal that was achieved. During the tenure, Swedbank acquired a regional savings bank which gave me the opportunity to manage an integration.

Malmö

Fund manager of Awake Swedish Equity fund and assisting fund manager of Awake Global Energy fund & Awake Swedish Bond fund. Developing and implementing portfolio strategies, analyzing companies from quantitative as well as qualitative aspects, DCF models etc.The job involved attending numerous capital markets days, interviewing management teams and.

Malmo, Sweden

Account manager for trusts, small corporations and HNW individuals/entrepreneurs.The main part of the job involved client acquisition in the corporate segment which was achieved through extensive networking.

Malmö

As a portfolio manager I was managing discretionary portfolios for larger clients in south of Sweden. Main tasks were analyzing companies, building portfolio strategies with the team and doing reallocations.

Lund

Managed a Private Banking group of 4 Private Bankers. Responsible for performance reviews, commission development for the group and education relating to investment advisory for the whole office. Account manager for HNW, trusts and SME.

London, United Kingdom

Main tasks were pitching cases and selling the nordic equity analysis to institutional clients, mainly fund managers. Taking active part in roadshows and liaising with analysts to develop client relations as well as cases.

Karlskrona/Malmö

(June -98 -- September -99) Investment advisor at the local branch office in Karlskrona, giving advice to larger clients.(October -99 -- October -00) Equity sales at the regional desk in Malmö. Pitching cases and advising on equity portfolios on more active retail clients, HNW & SME.

Boa, Business Admin. Accounting/Int. Finance

Preparatory Courses, Freshman Comp, Economics Etc.

Activities and Societies: Member of the golf team