Sergio Lock Email and Phone Number
Sergio Lock personal email
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Sergio Lock phone numbers
Investment professional with over 15 years of experience in the wealth management industry both in a multinational finance entity and a startup boutique. Bachelor in Business Administration, MBA. Fluent in English and Spanish.
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DirectorVicctus Multi Family Office Jun 2020 - PresentLima, Peru
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Portfolio ManagerCredicorp Capital Jan 2020 - Jun 2020Lima, PeruPortafolio manager - Family Office -
Vice President - Private Banking Investment AdvisorCredicorp Capital Jan 2019 - Jan 2020Lima Province, Peru
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Private Banking Investment AdvisorBanco De Crédito Bcp Nov 2016 - Dec 2018Lima, Peru -
Senior Investment Analyst - Multi-Family OfficeFaro Capital May 2012 - Jul 2015Peru• Allocated over $250 million in assets under management (AuM), with over 85% of portfolios beating benchmark.• Organized and executed different aspects of establishing business – defining asset allocation, outlining operational procedures, selecting trading platforms and filtering potential team members.• Participated in negotiations resulting in a 25% reduction of banking fees for clients in ongoing operations.• Oversaw development and implementation of operational software, leading to a 50% capacity increase.• Member of Faro Capital’s Investment Committee.• Involved in commercial effort directing to growth from $0 to $250 AuM in under 2 years. -
Portfolio Manager, Jr.- Family OfficeBanco De Crédito Bcp Jan 2010 - May 2012Peru• Allocated over $300 million AuM, with over 90% of portfolios beating benchmark.• Represented Wealth Management Area in monthly Compliance Committee, with 95% average compliance.• Designed, analyzed and implemented derivative strategies serving different purposes in portfolios.
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Private BankerBanco De Credito Del Peru Jan 2008 - Dec 2009Lima, PerúManaged a pool of 120 high net worth clients, satisfied commercial and investment banking needs.
Sergio Lock Skills
Sergio Lock Education Details
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Dean Scholar -
Business Administration And Management, General
Frequently Asked Questions about Sergio Lock
What company does Sergio Lock work for?
Sergio Lock works for Vicctus Multi Family Office
What is Sergio Lock's role at the current company?
Sergio Lock's current role is Director at Vicctus Multi Family Office.
What is Sergio Lock's email address?
Sergio Lock's email address is se****@****ail.com
What is Sergio Lock's direct phone number?
Sergio Lock's direct phone number is +519981*****
What schools did Sergio Lock attend?
Sergio Lock attended Hult International Business School, Universidad Del Pacífico (Pe).
What are some of Sergio Lock's interests?
Sergio Lock has interest in Environment, Economic Empowerment, Health.
What skills is Sergio Lock known for?
Sergio Lock has skills like Financial Analysis, Banking, Capital Markets, Emerging Markets, Investment Banking, Spanish, Portfolio Management, Investments, Valuation, Wealth Management.
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