London. New York. Tokyo. When market opens for trading, we've got investment experts tracking its every move
Nicolas joined Navy Trust Offshore in November 2018. Since May 2007 he was responsible for the implementation of a voluntary pension fund constructed under a funds investment scheme with different risk profile portfolios that invest in bond, equity and commodity funds. The fund was launched in September 2008, and Nicolas is responsible for the portfolio management.
Prior to joining Navy Trust Offshore, Nicolas was an Investment Analyst, responsible for the proprietary portfolio management and the development of the secondary market. Nicolas began his career in Colombian stock exchange, as a fixed income trader for three years. Nicolas has 8 years of experience in the investment industry and has been with Navy Trust Offshore for 4 years.
Nicolas holds a BSc degree in Economics, a minor in Business Administration with focus in Finance and a graduate degree in Risk Economics and Finance; all degrees from Bogota, Colombia.
Lane was appointed in 2010 as the Business Manager for Multimanager, Wealth, and Multi-Asset investment capabilities within Navy Trust Offshore Asset Management. He is responsible for the business aspect of each capability, including developing and implementing product strategy, promoting product innovation, as well as managing profitability. Lane also leads the team of product specialists that support each capability.
Lane has a BSc degree in Actuarial Science from Toronto, and is a member of the CFA Institute and holds the Chartered Financial Analyst (CFA) designation. He also has the Financial Risk Manager (FRM) designation.
Randeep was appointed as Head of Multimanager September 2019. Randeep is responsible for managing the Multimanager team and having been working in the industry since 2014. Randeep's current role includes both research and portfolio management responsibilities, across broad equity and fixed income asset classes covered by the Multimanager team.
Randeep has 6 years experience in the Investment Industry and has been with Navy Trust Offshore for 3 years.
Alcindo joined Navy Trust Offshore Asset Management as a Senior Multimanager in August 2020 and is responsible for managing a team of analysts and all aspects of portfolio management and research. He is member of Investment Committee and Compliance and Risk Committee.
Alcindo has 3 years experience in the investment industry and has been with Navy Trust Offshore for 2 year.
Morrell is the team’s investment head for global real estate and its portfolio Management for Navy Trust Offshore global property funding.
Morrell has over 6 years’ experience in property investment and he is a chartered surveyor.
Laurent joined Navy Trust Offshore Asset Management in December 2020 as a Fund Manager and analyst for fixed income, his responsibilities include being a fund analyst for Fixed Income and Absolute Return Strategies.
Laurent has 3 years experience in the investment industry and has been with Navy Trust Offshore for 2 years.
Michelle joined the Navy Trust Offshore Multimanager team in November 2021. She is responsible for the Multimanager research team and the management of its products; and product development. Her prior role was Head of Research in Asia Pacific. Michelle brings her investment experience in manager research, portfolio construction and funds management.
Prior to joining Navy Trust Offshore, She was responsible for manager research and program management for various asset classes including Asia Pacific, Emerging Markets and Global equities. She has 4 years investment experience.
Michelle is a Charterholder and was awarded a Certified Financial Planner designation.
Amber is fund manager for Fund of Funds portfolios. Prior to joining Navy Trust Offshore Asset Management, Amber has a portfolio manager for bond fund and fund of bond funds portfolio manager in the Fixed Income Department. Amber has 3 years experience in the Investment industry and has been with Navy Trust Offshore for 3 years.
Amber has a Bachelor of Science in Business Administration and Amber is a Certified Securities Investment Analyst holder.
Michael joined Navy Trust Offshore as an Investment Advisory in October 2020, he is now responsible to conduct local fund research and FoF investment and deliver the FoF investment advisory service to institutional clients. As a member of the team, he is also responsible to research and form recommendations on fund manager capabilities in the team.
Michael holds professional qualification including CFA and FRM and is a member of both CFA Society and Global Association of Risk Professionals.
Atsuhiko joined our Asset Management as a Senior Investment Manager and his main responsibilities include being in charge of funds covering Japan.
Atsuhiko a CFA Charterholder.
Financial Advice is available to investments account holder and who are at least 18 years old at the time of the initial consultation.
You'll also need an investment account for us to be able to advice on the product of your investment.
If you need a call consultation, please chat with our Expat service.
Our US wide network of Client Managers can make sure you get the advice you need when you need it. You can arrange a meeting with one of our advisors or talk to them over the phone.
However simple or complex your requirements, our first step will be to discuss your current financial position and your goals in life. Then we'll look at how to achieve your objectives – now and in the future.
With one of the most comprehensive training programmes in the industry, our advisers keep their knowledge and qualifications up to date. We also ensure our advisers have access to a wide range of carefully selected financial products. So whatever stage in life you've reached, we'll recommend the best products to suit your needs.
Managing your exposure to risk is a priority for us. That's why we go to great lengths to understand your financial goals – and how much risk you're prepared to take to achieve them. We also explain the potential outcomes of each investment we recommend, so you know what to expect from the outset.
All investments carry some degree of risk. Greater risk often means a potentially greater return – but it can also mean the potential for greater losses. However, sometimes the greatest risk to financial growth might be to take no risk at all. It's all about getting the balance right.
When you make an investment, it should match your risk profile. Because the risk ratings of funds can change, we proactively manage our World Selection Portfolios to keep them within their risk classification. When you invest in our World Selection Portfolios, our aim is to remain in line with your attitude to risk.
We employ experts who monitor the risk and return of every investment we're involved in. By using modern portfolio techniques and in-depth analysis, we are able to create a range of diversified and actively risk-managed portfolios. These help to reduce the volatility of investing and attempt to maximise returns for a level of risk you are comfortable with.
The value of investments can fall as well as rise, and you may get back less than originally invested. You should be prepared to invest your money for a minimum of 2 years.
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The value of most investments and any income they generate can go down as well as up, meaning you may not get back the full amount you invested.
This may in part be caused by exchange rate variations where overseas investments are held. Investors are advised to consider carefully the special risks of investing in emerging market securities. Investments in emerging markets are by their nature higher risk and potentially more volatile than those in more established markets.
Most investments should be considered as a medium- to long-term commitment, meaning you should be prepared to hold them for at least 2 years.
Some investments have a fixed term or may not be accessible until you reach your retirement age. For products with a fixed term you may get back significantly less than originally invested if you make an early withdrawal.
The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.
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