“I met Kim in my very first year of broking and watched him conduct many successful corporate transactions and trade the markets ebbs and flows with well developed skill. He is the perfect person to add opportunistic and carefully calculated trading around our core portfolio, with controlled profit taking and limiting downside risks”. Chris.
Kim has over 25 years experience in senior executive roles within banking and financial services. He spent many years providing specialist advice on structured products, hybrid, fixed interest and equity derivatives products, to boards and senior executives of major private and public institutions. Over this time he held positions with County Natwest, Deustche Bank and Salomon Smith Barney.
Moving out of large corporates, he then operated an independent boutique advisory practice providing strategic advice and corporate guidance to ASX listed companies. His experience in successfully driving and executing strategy also led him to setting up a boutique funds management service for high net worth individuals, with very focused equity strategies, consistently delivering high total returns.