CIO: SINGLE FAMILY OFFICE

 

 

 

 

 

 

 

 

 

CIO: SINGLE FAMILY OFFICE

Posted - 21 Apr 2017

Location - LONDON, UK

 

A multi-billionaire Middle Eastern family are in the process of establishing a new Family Office in London.

 

Their investment portfolio takes a long term view and includes Listed Equities, Private Equity & Club Structured deals, Real Estate, Fixed Income and increasingly, Structured Products/Capital Market type asset classes. Ultimately they will want to design and create these structured products internally.

 

The CIO position will report to the CEO who will be a Family Member. The ideal candidate will be currently in a CIO or Senior Investment position within a Family office or Private Investor, Opportunity Fund, Investment Bank, or other relevant investment organization and experience in the Middle East (ideally the GCC) would be advantageous. As a functional CIO they will have a solid investment background understanding all aspects of investments including both classical traditional liquid asset classes (Equities, Fixed Income, FX, Structures) and more alternative investments such as private equity, hedge funds and the like. They must be capable of managing proprietary investments and all the aspects such as asset allocation and manager selection.

 

This is a new Office so will be starting with a small team. The candidate must thus be confident of leading the family though all the various stages of investments.  The ideal candidate must have proven team leadership experience including the identification, hiring and retention of a top performing team. The role will involve liaising with external stake holders critical to the business and whilst having a strong technical understanding is prerequisite, cultural fit is also an important consideration to the family.

 

Some of the key elements of the role are as follows

  • Initiation of primary investment decisions in fulfilling the family investment objectives
  • Liaising with in-house and outsourced financial team to minimize risk and maximize returns
  • Actively help create, implement and coordinate a comprehensive family financial strategy
  • Organizes and implements an asset allocation strategy built around the principles and benchmarks as indicated and agreed upon by CEO/ Principal
  • Impeccably utilizing the available account aggregation, reporting and risk metrics/analytics capabilities of the SFO in customizing the services and data to the desires of the family 
  • Sources, selects, diversifies and monitors the money managers who carry out the actual investing of various aspects of the portfolio, including cash management, bonds, equities
  • Due Diligence – Sourcing reputable investigative firms to perform comprehensive background checks on potential partners
  • Ensuring Tax Efficiency
  • In due course, initiating a team hiring strategy and leading the process of identifying, hiring and retaining a strong team that will fit in culturally with the Family.

 

Remuneration will reflect the seniority of the role in line with current market levels

 

If you would like to find out more, please email your latest CV to Jeremy Green (jeremyg@agreus.co.uk) or call on +44207 043 1408.

REF: AGR2227

 

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