Agreus

Chief Investment Officer - Family Office, London Excellent opportunity to join a newly set up family office based in the UK. Overview: Responsible for the leadership, strategic direction, and performance of all investment activity. Jointly responsible with CEO for the success of our investment activities. The CIO will be accountable to the CEO and Board. Job Description: The Chief Investment Officer (CIO) is responsible for developing and implementing the investment strategy for the family office. The CIO will oversee the investment portfolio, manage relationships with external managers, and ensure that investment activities align with the family's financial goals, values, and risk tolerance. The CIO will work closely with the Investment Committee and other senior leaders to drive long-term financial growth and maintain a diversified and sustainable investment portfolio. Key Responsibilities: Develop and implement the overall investment strategy for our company, including asset allocation, investment selection, and portfolio management. Define investment goals, performance benchmarks, and risk management frameworks in alignment with the family's financial objectives and values. Oversee the management of the investment portfolio, including the selection, monitoring, and evaluation of investment opportunities across various asset classes (e.g., equities, fixed income, private equity, real estate). Regularly review and rebalance the portfolio to maintain alignment with investment objectives and market conditions. Identify, evaluate, and select external investment managers, advisors, and consultants. Provide strategic advice to the family office on investment opportunities, market trends, and financial planning. Candidate Profile Sought: Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. An advanced degree (MBA, CFA, or equivalent) is highly preferred. Experience: At least 15 years of experience in investment management, with a proven track record of developing and executing successful investment strategies. Skills: Strong knowledge of investment products, market trends, and financial analysis techniques. Excellent analytical, decision-making, and strategic thinking skills. Demonstrated ability to manage complex investment portfolios and relationships with external managers. Proficiency in financial modeling, portfolio management software, and data analysis tools. Strong communication and presentation skills, with the ability to explain complex financial concepts to a non-expert audience. High level of integrity, professionalism, and ethical standards.

Finance Director - Single Family Office, London - PLACED An exciting opportunity exists within this established and successful London based Family Office for an outstanding Finance Director. Working closely with the Founder to facilitate highly effective execution of projects and corporate functions within the Family Office and to oversee the finance team. Responsibilities: Have oversight of Family Office Finance teams, having ultimate responsibility for bespoke financial reporting/monitoring of personal wealth and assets and detailed tax analysis. Manage personal tax issues, including trusts, non-dom, and remittance areas of tax. Manage the Treasury function, including optimising multi-currency income, expenditure, and lending. Oversee purchases and sales of major private assets (e.g. properties), including structural issues relating to ownership and taxation implications thereof. Have close liaison with members of the family who are involved with the family office, and with offshore personal trustees. Project manage across lifestyle assets, including maximising income from certain assets. Oversee the private staff of the Founder on such matters as employee contracts, recruitment, and key transactions. Provide support for the structuring of real estate investment deals. For Commercial & Business, the Finance Director will: Ensure that the Founder's priorities are clearly articulated, communicated and that an effective and rigorous reporting mechanism is embedded to drive accountability and successful execution. Design and develop suitable management reporting systems to ensure rigorous and effective oversight of all Founder's business and investment activities. Develop and implement Founder's initiatives, and the tracking of progress on stated priorities. Have oversight of all corporate functions within the business (IT, HR, Finance, Technology). Have fiduciary responsibilities as director/secretary of various business entities. Be responsible for corporate financial management and governance. Skill Set and Experiences: 10+ years of relevant experience. A highly numerate hands-on accountant (probably qualified within a professional services firm) with a broad commercial awareness. Combination of business and personal accounting background. An understanding of personal tax issues, ideally experience of non-dom. and remittance areas of tax. Relevant evidence of people management within the Finance function and the ability to manage others. Family Office and/or professional service experience supporting private clients (HNW/UHNW individuals). Knowledge and experience of trusts. An excellent communicator with demonstrable ability to consolidate and report information in a clear, timely, transparent, and organised way. Confidence in liaising with the Founder and at the highest level with external professional advisers. Highly organised and effective project manager able to execute and oversee multiple projects and initiatives.