Chief Investment Officer – Single Family Office, London

Chief Investment Officer – Single Family Office, London

Our client is currently in the process of building their Family Office in London. The primary objective of this Family Office will be the holistic oversight and overall management of the assets of the holding company.

Successful candidates must cover the below points:

1. You are currently a CIO or in a Senior Investment role within a Family office (either single or a multi) with extensive experience in global investments.
2. As a functional CIO you will have a very solid investments background where you understand all aspects of investments including both classical traditional liquid asset classes (Equities, Fixed Income, FX, Structures) and more alternative investments like private equity, hedge funds and the likes.
3. You must be capable of managing proprietary investments and all the aspects such as asset allocation and manager selection. As this will be a small team you must be confident of leading the family through all the various stages of investments.

The CIO will be reporting directly to the Principal. Some of the key elements of the role are as follows:

1. Actively help create, implement and coordinate a comprehensive family financial strategy and IPS.
2. Initiation of primary investment decisions in fulfilling the family investment objectives.
3. Organize and implement an asset allocation strategy built around the principles and benchmarks as indicated and agreed upon by CEO/ Principal.
4. Manager Selection – Research and identify the best money managers around the world to implement the applicable allocation towards each specific asset class.
5. Source, select, diversify and monitor the money managers who carry out the actual investing of various aspects of the portfolio, including cash management, bonds, equities.
6. Due Diligence – Sourcing reputable investigative firms to perform comprehensive background checks on potential partners.

The Family Office is at its early stages of development and hasn’t identified an office location or created the structure. This may impact the pace and fluidity of the recruitment process.

Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.

If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV to candidates@agreusgroup.com