Mach Capital Advisors

Experienced financial consultant from London

London, בריטניה

פרילנסר

צור קשר

��ודותינו

Experienced in the multi-asset ETF space with most of my experience working in multi-billion dollar investment desks. Over the years I have worked with retail and institutional clients ranging from private clients, family offices and sovereign wealth funds. Having also written research pieces in a number of publications such as the FT and MoneyWeek.

Expert in the world of passive investments and creating high diversified cost-effective portfolios.

Broad and comprehensive experience across finance, product development, strategy and portfolio management.

Equipped with a range of institutional-grade tools providing access to the same level of research and data as an investment management institution.

Specific services include:
* Portfolio construction (set to volatility/asset allocation/asset class constraints)
* Portfolio analysis
* Portfolio stress testing
* Investor pitch decks
* Asset allocation strategy
* Financial advice
* Investment research
* Investment analysis
* Asset allocation replication for specific domiciles
* Investor relations
* ETF product design/launch
* Robot advisor support
* Financial systems integration
* Fund valuation
* Index design

Academically I am a Business Management and Economics graduate with the Investment Management Certificate and Investment Advice Diploma.

שפות

פורטוגזית (פורטוגל)

שפת אם

אנגלית

שפת אם

תחומי התמחות

פיננסים

249 ₪ לשעה

אנליסטים

Experienced in asset management, portfolio construction and investment analysis.

יועצי השקעות

Previous experience in investment advisory dealing with HNW clients across the globe. Dealing in asset allocation in portfolio construction to accessing their overall financial position.

יועצים פנסיוניים

Have previously advised a number of HNWs in their pension cases, this also includes dealing with a number of multi-billion dollar pension funds.

קאוצ'ינג ואימון

249 ₪ לשעה

אימון לניהול ממון וכספים

Previous experience in personal finance advising individuals in debt mitigation, reduction in taxes/investment expenses and personal budgeting.

שיווק ומכירות

249 ₪ לשעה

ייעוץ, ליווי עסקי

Previous consulting experience in new investment businesses, from launching to implementation of new products.

נסיון תעסוקתי

Portfolio Associate

Family Office

•Development of in-house ETF model portfolios
-Adapting asset allocation/class constraints to ensure risk progression and diversification
-Sharpe-driven optimisation of regional weightings reflecting house view
• Implementation of portfolio monitoring systems (software and excel models)
• Onboarding clients to new model portfolios (exposure/investment analysis)
• Analysis of legacy investment portfolios
• Liaison with offshore platform and product providers