Skills
Just My Awesome Skills
I personally work with many high net worth clients to identify and pursue their investment goals, i help unburden clients that are weighed down by or simply don't enjoy managing all or part of their financial lives themselves. For some clients, I help them fill in specific holes in their investment portfolio and help others by managing all aspects of their financial planning and investments. I feel driven to provide better relationships, better customer service, and more attentive investment management experiences to clients.
Financial Expert
Expert, 35 years
Fund Management
Expert, 35 years
Financial Planner
Expert, 35 years
Asset Management
Expert, 35 years
Knowledge
I am a very energetic, creative and results-oriented operations professional with success in leading teams of associates in providing excellent and dependable service to end clients and Executive Management in various challenging environments.
Experience
35 Years Experience!
For each client, my team and I creatively construct tailored service, planning, and investment management offerings. I love what I do, and feel grateful for the opportunity to provide solutions to our firm's clients.
I am a very energetic, creative and results-oriented operations professional with success in leading teams of associates in providing excellent and dependable service to end clients and Executive Management in various challenging environments.
- Adept at collaborating across all business units to provide the best and complete service to clients.
- Skilled at networking and negotiating with service providers to ensure the team is able to perform optimally.
- Highly self-motivated and able to adapt to changing needs and environment.
Golden Investments Holdings Limited
Associate Broker
Oct 2016 - Present
A Company licensed for Investment Management, Financial Consultation and Financial Analysis, Financial Advisor, Promotion and Listing advisor by Securities & Commodities Authority, UAE.
Barex Brokers Limited
Investment Advisor/Broker
July 2013 - Present
A corporate finance boutique with a focus on the UK's investment trust market with offices in London. The company discovered considerable pricing inefficiencies as part of the brokerage research endeavor, notably in those funds that offer exposure to emerging economies. The goal of Barex Brokers Limited is to supply financial services with the traditional banking ideals of great customer care and familiarity with its clients, setting a new benchmark for the provision of financial solutions.
Invesense Asset Management Limited
Financial Management Consultant
Jan 2010 - Jan 2012
Location: Dubai, United Arab Emirates
A global provider of investing solutions, Invesense seeks to increase returns while maintaining a long-term, disciplined strategy.
Investment Holding Group
Investment Consultant
Feb 2005 - Sep 2009
Location: Doha, Qatar
Estithmar Holding Company QPSC is a dynamic group of companies offering reliable, sustainable and quality services to companies across a diverse range of sectors from healthcare to services, ventures, contracting and industries.
Mubadala Investment Company
Financial Analyst
Sep 1999 - Nov 2004
Location: Dubai, United Arab Emirates
AMubadala Investment Company — a sovereign investor — manages a diverse portfolio of assets and investments in the United Arab Emirates and abroad, to generate sustainable financial returns for its shareholder, the Government of Abu Dhabi.
Mubadala is investing and partnering at the leading edge of global growth and innovation to create opportunities for future generations. We will continue to support our leadership’s vision, as we build upon the legacy of the late Sheikh Zayed bin Sultan Al Nahyan, who envisioned a free, stable and dignified life for the people of this country.
Today, in line with HH Sheikh Zayed bin Sultan Al Nahyan’s vision, Mubadala is a $284 billion (AED 1,045 billion) business that spans six continents with interests across multiple sectors and asset classes. Headquartered in Abu Dhabi, Mubadala also has offices in London, Moscow, New York and Beijing.
At Mubadala we continue to look towards the future, with aspirations to double the portfolio's size in the coming decade.
Hilco Global Northbrook
Financial Advisor
Jun 1990 - Apr 1998
Location: Illinois, U.S.A
n 1987, Chicago native Jeff Hecktman founded Hilco after successfully advising a family business in transition.
Soon after Hilco started, the company began handling industrial, retail and wholesale disposition deals and completing joint ventures, often partnering with other liquidation companies having different core competencies.
Throughout the nineties and into the next decade, Hilco and Jeff Hecktman added new business lines, each led by an experienced executive or executives with proven expertise and core values that fit perfectly into the Hilco corporate culture. The formula was applied successfully in each case: let the executives run their own business and share in the ownership to ensure a financially-aligned leadership team.
Globe Investment Trust
Investment Representative
Oct 1984 - Mar 1989
Location: London, England
The Globe Investment Trust plc was a very large British investment trust. It was listed on the London Stock Exchange and was a constituent of the FTSE 100 Index. The trust's portfolio included a mix of large, medium, and small-cap stocks across a range of sectors and regions. It was suitable for investors who are looking for international diversification and a long-term investment horizon.
Education
Just My Education
Financial expert with understanding in appropriate investment strategies and products to meet your long and short term goals.
London Business School
Masters In Management
Contact
Let's Keep In Touch
Please Contact Me;
* If you desire a higher degree of attention, or feel overlooked by your current firm;
* If you no longer want to perform part or all your personal financial management yourself
* If you are entrepreneurial but for any number of reasons would like to take some risk off the table, provide preservation and growth of capital, achieve stable income for retirement, or establish investment management continuity for successive generations
* If you don’t want to be put in a box or assigned to a passive model investment portfolio and service offering, but instead prefer a tailored active investment approach; or
* If you manage a portion of your assets yourself and would like to fill in diversification holes in your portfolio with specific investment strategies.
Edmund Ferraz
awesome.
invincible.
unbeatable.
indestructible.