Bio
Experience
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Wealth Management Advisor
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Apr 2024 - Present
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Senior Investment Manager
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Mar 2021 - Apr 2024
Manage the in-house funds after consultation with the investment committee and responsible for the performance of in-house mutual funds.Remain the primary contact person for the underlying clients of the funds, and attend to any potential client.Represent the Investment Manager as Executive Director on the boards of the in-house funds.
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AfrAsia Capital Management
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Port Louis, Mauritius
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Senior Investment Manager
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Jan 2017 - Feb 2021
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Port Louis, Mauritius
Responsible for the portfolio management and performance of in-house funds.Preparation of all marketing materials for potential investors.Attend to any client query and participate in quarterly board meetings in the best interests of all clients.
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Bank One Limited
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Port Louis, Mauritius
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Portfolio Manager / Relationship Manager
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Feb 2011 - Dec 2016
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Port Louis, Mauritius
Involved in the setting up of the investment desk at Bank One Ltd.Liaised with an international partner in the setting up of the global custody platform.Assess investment profile of clients and propose appropriate investments accordingly.Liaise with high net worth individuals looking to open a local bank account and advise them on the way forward.
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Financial Analyst / Fund Manager
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May 2007 - Feb 2011
Managing discretionary portfolios of HNW, in-house funds and undertaking portfolio reviews with clients.Preparation of all marketing materials of the in-house funds.Educate the sales team with relevant information on specific products.
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Education
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2003 - 2007University of Cape Town
Bachelor of Commerce - BCom, Economics
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