United Kingdom | France | Germany | Andorra | Luxembourg | Netherlands | Denmark | Sweden | Spain
Sector focus: Investment, Asset and Wealth Management / Family Office / Hedge Fund/ SPV's Defined and executed business strategies assigned by stakeholders, along with responsibility to outline key strategic business development initiatives project managing the design, build out, launch and running of a SFO and multiple Funds & SPV's ensuring implementation of correct regulatory structure, strong governance, operational infrastructure, risk management, and compliance. Oversaw the selection and management of key partners: Prime Brokers, Banks, Regulators, Accountants etc. Manage relationships with internal and external partners/ stakeholders, ensuring alignment with strategic objectives and operational standards. Oversaw fundraising and nurturing of relationships with external clients. Excess +$200M raised for various projects and investments. Established policies that promote company culture and vision, overseeing daily operations of the company and the work of various departments (IT, Marketing, Sales, Finance, etc.). Key role in handling investment and portfolio risk management, due diligence, execution, post trade reconciliations and NAV calculations. Designed and implement business strategies, plans, and procedures, setting comprehensive goals for performance and growth. Lead employees and service providers to encourage maximum performance and dedication, reporting on operational performance to investors and stakeholders. Evaluated performance by analysing and interpreting data and metrics, steering the company to achieve long - term success. Collaborate with the stakeholders in the development and implementation of organizational strategies, policies, and practices. Prepared and wrote all legal documentation and contracts, ensuring compliance and robust legal controls. Oversaw BAU operations for separate UHNWI and Family group entities Key contributions and successes: • Launch and management of a MFO and multiple Funds and investment SPVs. • Championed change management, business transformation and end - to - end project management • Successfully led development & launch of innovative new products, both unregulated & regulated. • Managed relationships with 3rd party service providers and professionals, including legal & taxation. • Spearheaded the highly successful start - up and scale - up of ventures, advising on implementation. overseeing the design, build out, launch and running of multiple business verticals: ◦ Investment Management, Fintech, Infrastructure (PPP), Commercial and Residential Real Estate, Commodities, Power and Agriculture.
Head of special projects: overseeing the design, build out, launch and running of multiple business verticals: • Wealth Management, Infrastructure (PPP), Healthcare (Hospitals), Commercial and Residential real estate, Power and agriculture. Ownership of operationalize strategic goal setting across the multi - business portfolio, implementing a unified planning and reporting Responsibilities also include investment, M&A, legal, oversight of land development, tax and finance advising Lead operating unit to develop and execute strategic planning, budgeting, strategic delivery, profitability, cash flow, and ultimately, realized value.
Responsible for investment operational business leadership as the COO and Advisor to a private family office (Hedge Fund / SPV's), overseeing all functions and activities to support the development of all business activities. Advised on all issues relating to operational business functions, watching trends & identifying opportunities. Engaged collaboratively with key stakeholders, both internal and external, reporting on overall performance. Definition and execution of corporate strategies and investment roadmaps, aligned to overall risk appetite. Achieved success in role, building out and managing the full operational and regulatory infrastructure of a +€100m international business, instrumental in rapid and sustainable growth to a value of €250m + . contributions and successes: • Led fundraising and nurtured relationships with external partners. • Developed and embedded operational budgets, ensuring appropriate resources to meet goals. • Established a Management Committee (MANCO), guiding both business & operational direction.
Led the creation and launch of a start - up Asset Manager and various Funds. Overseeing growth from AUM $10M to +$750M Leadership, management, and motivation of the high performing eFED team ( + 15% Rtn yoy), including team development, training and mentoring. Responsible for all aspects of operational business leadership, overseeing day - to - day trading, administration, infrastructure, and continuous development initiatives. Engaged across Commodity, FX, PE and VC investment market sectors. Oversaw portfolio risk management and compliance, as well as the development of controls & governance.