I am proud to announce obtaining CIMA® certificate (Certified Investment Management Analyst® certificate) which will contribute to even more efficient servicing of High-net-worth individual clients.
Industry Insights
Highlights from alternative investments space
Private Banking in Europe
26/02/2025
Today´s topic is focused on Private Banking in Europe. We will discover what services you can expect from the private banks and what benefits it might get for your portfolio.
Based on several researches wealhy families allocate a significant part of their portfolios to alternative investments. Depending on the study the wealhy families allocate from 25% to 50% to alternative investments.
Investment Management by Yale University
16/12/2024
The Investment Management Theory & Practice by Yale School Of Management is approximately 5 weeks course and part of CIMA® certification education program.
London: Artemis London 2024
03/09/2024
Artemis London 2024
Date: 3rd September 2024
Location: 1 America Square, London
Monaco: IMpower FundForum 2024
28/06/2024
IMpower Incorporating FundForum 2024
Date: 24-26th June 2024
Location: The Grimaldi Forum, Monte Carlo, Monaco