Who we are

Track record of formulating and marketing investment solutions for institutions, wholesale and private client channels. 

7 years of management/analyst experience (funds of funds), Product Manager and Investment Advisory Specialist in Asset Management and Private Banking

CAIA charter holder, EFFAS/SFAF accreditation and Certificate in ESG Investing from CFA Society, UK

Global Banking Certificate from Columbia Business School in New York (Digital - Fintech - Analytics)

Thought leader, presenter and panelist in industry seminars and on broadcast/online media