The basic element in the wealth universe
Vassilis is an experienced chief investment officer and portfolio manager with 14 years of experience managing equity, credit, global macro, and systematic strategies. He has held CIO positions at Dolfin (wealth manager) and Blacktip (single family office) overseeing discretionary, advisory, and research functions.
Phil has over 25 years credit experience, beginning at the Bank of England in 1987. He was head of credit research at BNP Paribas, head of European and Asian credit at Bear Stearns and head of global credit at Commerzbank. Moving to the buy-side, he served as fixed income CIO at PMA (later Mount Capital) overseeing $350m. He advised Lloyds, Tideway and currently runs Altana credit fund.
George is an experience multi-asset advisor with over 25 years of experience in the wealth management industry. Initially carving out his career at Citigroup as a Portfolio Manager, this was followed with a 16-year tenure as head of UK Multi Asset Class Solutions at Credit Suisse and more recently Head of Advisory and Product at Dolfin
David has 20 years of fixed income portfolio management experience with specialization in rates and investment grade credit. He was head of international fixed income at Northern Trust Asset Management, managing over $40bn. He currently oversees investments at Mariana Investment Partners.
Nicolas has 20 years of experience in business development and operations. He held consulting and managerial roles across gaming, agriculture, shipping, food & fashion retail, in a PE and VC capacity. He led the market development for IKEA in Greece, Cyprus & Bulgaria and was the organizer of the Equestrian Sports for the Athens 2004 Olympic Games.
Team has been developing and externalizing analytical and forecasting tools since 2010
Team has investment research track record on multi asset, high conviction advisory, tactical asset allocation and global macro.
Team has more than 80 years of track record on discretionary and advisory mandates.
Team members have frequent media appearances and conference participations on a speaker level