Chief Investment Officer@ The Private Office (TPO)
London, England, United Kingdom
Toni M.
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Kingston University
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FlashIntel GPTToni M. is a highly experienced professional with 35.8 years of work experience in portfolio management, asset management, equities, investments, and wealth management. Based in London, United Kingdom, Toni has a strong background in equity analysis, fund analysis, and multi-asset portfolio management. With over 30 years of investment experience, Toni has held senior roles at various firms, including institutional and hedge fund management. Toni's expertise includes restructuring investment frameworks, CIO communication, and promoting investment services within a broader wealth management relationship.
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About
Experience/Capabilities: Equity analysis, fund analysis, Multi-Asset portfolio management, risk control and governance structures, restructuring of investment framework within private client businesses, set up of investment framework, CIO, communication and promotion of investment services within a broader wealth management relationship, extensive experience of dealing with IFAs and their clients, fund set up, people management, integration of acquisitions in the sector - investment teams, planning assets and integrated businesses. Over 30 years investment experience that has included institutional and hedge fund management. More than 23 years in private client businesses where I have held senior roles at a number of firms. For the last 18 years as a Chief Investment Officer and Director.
...See MoreWork Experience
Chief Investment Officer
Financial Services
Toni M.'s Professional Milestones
- Senior Investment Manager | Close Wealth Management (1999-07-01~2002-08-01): Developed and implemented effective strategies to maximize the returns of close wealth portfolios.
- Assistant To Head Of Specialist Team | Asset Allocation (1992-01-01~1996-11-01): Streamlined asset allocation processes, optimizing efficiency and ensuring a seamless workflow among specialist team.
Education
Economics,
Bachelors,
Bachelor Of Arts
1988-1991Skill
Portfolio Management
Asset Management
Equities
Investments
Wealth Management
Asset Allocation
Investment Management
Hedge Funds
Alternative Investments
Mutual Funds
Funding
Investment Strategies
Fixed Income
Financial Services
Investment Advisory
Financial Advisory
Bloomberg
Capital Markets
Financial Risk
Financial Markets
Financial Planning
Basic Vba
Asset Managment
Wealth Management Services
Strategic Financial Planning
Wealth
Surfing
Mergers And Acquisitions
Strategy
Certification
Colleagues
John Grimbaldeston
chief marketing officer at the private office independent chartered financial planners helping you achieve your financial goals
Alistair Callander
Chief Financial Officer
Lucie Thornton
chief people officer at the private office tpo
Monika Hough
Executive Personal Assistant To Chief Executive Officer | Chief Financial Officer
Nigel Yeo
chief operating officer at the private office chartered financial planner independent financial adviser
Other Named Toni M.
Frequently asked questions
We found 2 Toni M.'s email addresses
We found 1 Toni M.'s phone numbers
Toni M.'s social media include: Linkedin,
Toni M. works for The Private Office (TPO)
Toni M.'s role in The Private Office (TPO) is Chief Investment Officer
Toni M. works in the industry of Financial Services
Toni M.'s colleagues are John Grimbaldeston,Alistair Callander,Lucie Thornton
Toni M.'s latest job experience is Chief Investment Officer at The Private Office (TPO)
Toni M.'s latest education in Kingston University
