Experience

MZ Investment Services

• Malta
• Financial Services
• 1 - 100 Employee

• Portfolio Manager and Investment Advisor

  • Aug 2020 - Present

  Directly involved in the structuring and management of discretionary investment portfolios in conjunction with the Investment committee and the research team. Directly involved in the structuring and management of discretionary investment portfolios in conjunction with the Investment committee and the research team.



MeDirect Malta

• Malta
• Financial Services
• 200 - 300 Employee

• Head : Private Clients

  • Oct 2018 - Jul 2020

  Overseeing focused and dedicated high net worth client investment portfolios encompassing different asset classes. Assisting in the process of structuring an in-house investment model portfolio service for various risk profiles. Overseeing focused and dedicated high net worth client investment portfolios encompassing different asset classes. Assisting in the process of structuring an in-house investment model portfolio service for various risk profiles.



Blue Planet Investment Management Ltd

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Non Executive Director

  • Jan 2008 - Mar 2019

  Ensuring operations are in line with licensed guidelines and conforming to any regulatory changes implemented by the MFSA. Active participation in board meetings and part of the investment committee discussing strategy and portfolio changes in the Blue Planet Investment Trust. Ensuring operations are in line with licensed guidelines and conforming to any regulatory changes implemented by the MFSA. Active participation in board meetings and part of the investment committee discussing strategy and portfolio changes in the Blue Planet Investment Trust.



Charts Investment Management Service Ltd.

• Financial Services
• 1 - 100 Employee

• Director

  • Jan 1989 - Oct 2018

  Leading stockbroking and wealth management boutique in the Maltese domestic financial market fully acquired by Mediterranean Bank { Medirect Bank } in 2018. Responsible for the development of a dedicated investment portfolio management service encompassing international and domestic securities whilst identifying and representing some of the top performing fund management companies in Europe. Leading stockbroking and wealth management boutique in the Maltese domestic financial market fully acquired by Mediterranean Bank { Medirect Bank } in 2018. Responsible for the development of a dedicated investment portfolio management service encompassing international and domestic securities whilst identifying and representing some of the top performing fund management companies in Europe.



MIDLAND/HSBC CANADA

• TORONTO

• ASSISTANT TREASURER

  • Nov 1986 - Oct 1988

  HEAD OF TREASURY SUPPORT UNIT AND CORRESPONDENT BANKING HEAD OF TREASURY SUPPORT UNIT AND CORRESPONDENT BANKING



CHASE MANAHATTAN BANK OF CANADA

• Toronto, Canada Area

• ASSISTANT TREASURER

  • Jun 1982 - Oct 1986

  TREASURY SUPPORT AND PRIVATE BANKING TREASURY SUPPORT AND PRIVATE BANKING