Associate Investment Adviser

• Nov 2022 - Present

Associate

• Sep 2018 - Nov 2022

Crestone is now wholly owned by LGT, one of the largest family-owned wealth management firms in the world - bringing together all the benefits that Crestone previously offered with LGT's scale, stability and expertise.We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations.

Investment Adviser

• Feb 2016 - Sep 2018

• Member of the Internal Investment Committee where I play a pivotal role in generating new investment ideas for our multi asset class portfolio models as well as implementing appropriate risk management strategies to ensure capital preservation is achieved. • Restructuring of client portfolios to meet their goals and objectives in line with their risk profiles. • Preparation of Statements of Advice detailing Asset Allocation recommendations tailored to each clients’ personal objectives. • Assist and instruct clients regarding any corporate actions. • Business development through our Financial Planning networks. • Maintain excellent relationships with Dealer Group networks to whom we provide Managed Discretionary Account services. • Trade Execution as directed by clients. Show less

Proprietary Trader

• Mar 2015 - Feb 2016

• Employ a mix of technical indicators and fundamental news and to develop appropriate investment strategies while managing overall risk exposure • Identify market mispricing and take positions in such securities • Assist analysts in researching trade ideas/recommendations • Provide analytical data on overall portfolio performance • Placing Buy/Sell orders • Assist the Senior Advisers in client servicing in the areas of strategic and tactical asset allocation • Client Asset review and Portfolio management • Provide analytical data on overall portfolio performance • Scaled advice/execution only advice Show less

Senior Investment Advisor

• Jan 2007 - Nov 2014

Advisory and Client Relationship Management • Advising clients on strategic and tactical asset allocation suitable to their investment criteria and risk profiles with consideration to personal goals/needs • Servicing and developing a client portfolio exceeding USD 100 Million consisting of more than 100 clients both local as well as foreign investors from USA, Malaysia, Middle East, Europe and Australia • Ensure and monitor compliance with internal and external guidelines Sales and Trading • Responsible for offshore and Domestic client order execution ensuring quality execution as well as looking for opportunities to source liquidity by tapping into the diverse network of clientele • Presented the daily markets commentary for Lanka Business Report (LBR) which was broadcast on National TV for the period 2011 - 2013 Business Development • A member of a high performance team dedicated to increasing foreign exposure into Sri Lanka by building quality relationships with globally recognized Investment Funds • Marketing of product and service offering to our client base • Oversight of client trading platform improvements and changes which involved liaising with internal stakeholders as well as external suppliers and vendors on process improvement opportunities Management • Ensure efficient standards are maintained in all new members of the Advisory team through training and monitoring ensuring maintenance of company values Show less