Agreus Limited

A newly set up London-based Single-Family Office is looking to hire an Equity Analyst to join their high performing team. The successful applicant will report to Senior Investment Managers and the Principal. The family office has a focus on mainly direct global equites with a few private equity investments. To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office, buy-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders. Having a technical understanding is important but personal and cultural fit is of equal value to the family. Professional Background: Will have a strong technical knowledge of all aspects of public market analysis. Will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function. Will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs. Will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio. Will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy. Ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential. Must be proactive, strong communicators, hard working and committed to their strategy. Relevant Experience: 1-3 years of relevant professional experience in family office, buy-side public equity role or research function. Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities. Knowledge and experience of a wide range of stocks, geographies and markets. Experienced with financial models for valuations and financial returns analysis. Evidence of a genuine interest in investing. Experience of using a Bloomberg terminal. Responsibilities: Detailed research on companies and industries Provide quarterly commentary on the public equity markets by sector and geography and make recommendations. Oversee quarterly valuations. Prepare monthly equity reports on the consolidated portfolio movement and market commentary. Adhoc analyse on a range of investment projects, driven by the principal. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV

An exciting and exclusive opportunity has become available with a well-established, London based Family Office who is looking for a qualified (ACA / ACCA) Deputy Group CFO. Reporting to and working closely with the Group CFO, the Deputy Group CFO will be heavily involved in all aspects of the business including the management and analysis of costs attributed to Residential Property Ownership and Property Management, Fine Art portfolios and other investment areas. As such, the ideal candidate will possess a broad-based background within a Family Office environment. Responsibilities and Essential Duties: Management and guidance of financial teams in London and Europe. Financial reporting, consolidation, tax reporting and audit coordination. Management reporting across business and family areas. Treasury management. Systems reviews to incorporate the design and introduction of new processes. Compliance reporting including KYC/AML etc. Liaising with lawyers and other professional advisers and banks custodians. Working closely with other management areas including Executive Office, Building Services, Property Services, Human Resources and IT. Requirements: Well qualified, experienced finance professional (ACA/ACCA) A strong ability to work with legal partners, reviewing and commenting on agreements from a commercial perspective. Broad based portfolio of previous experience demonstrating ability to manage many tasks in different areas simultaneously. Ability to prioritise and maintain a balanced perspective whilst identifying key elements in decision processes, risks and opportunities. Ability to write clearly and concisely on many topics as well as read, analyse, and summarise documents and reports. Proven success in driving projects to completion, meeting deadlines and thirst for perfection Enthusiasm to be involved at detail level and participate wherever needed, no matter what. Eye for detail to ensure highest standards of accuracy in reports and other output achieved. Strong knowledge of IT systems and applications, primarily MS Office driven, and ability to drive systems changes across departments. Ability to provide constructive practical advice in many areas and listen to others input. A self-disciplined individual with broad-based common-sense approach to life Quick learner with good administrative skills 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

We are seeking a CEO with a finance background to oversee the operations of a Single Family Office based in Birmingham (UK) Working very closely with the family principals, this is a senior role with wide-ranging responsibilities across legal, tax, accounting, HR, philanthropy, and overall governance. Key Requirements: Qualified finance professional or equivalent experience Proven track record in managing the operational and administrative functions of a family office Strong understanding of finance and tax across personal, company, trust and charity entities Excellent organisational and communication skills High levels of discretion, integrity, and professionalism Skills: Degree level qualification and professional qualification in finance or related area. Senior management experience in a finance role or family office environment. Experience of strategic planning and implementation. Broad based previous experience demonstrating ability to manage many tasks in different areas simultaneously. Strong communication and relationship management skills. Personable, positive, discreet and diplomatic. Proven team building and people management skills Ability to prioritise and maintain a balanced perspective whilst identifying key elements in decision processes, risks and opportunities. Ability to write clearly and concisely on different topics as well as read, analyse, and summarise documents and reports. Proven success in driving projects to completion, meeting deadlines and thirst for perfection Eye for detail to ensure highest standards of accuracy in reports and other outputs. Ability to provide constructive practical advice in many areas and listen to others input. Experience: Investment structuring and monitoring Property law and management Family Inter-generational Tax Planning Charity governance including chairing trustee boards Senior Accountancy, Investment Management, Tax or Banking experience People management experience in a small/medium UK and France Charity grant making experience Finance oversight and reporting in a senior business or charity role sized organisation Charity strategy development Personal tax planning If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume

Our client is seeking a Senior Investment Manager to join their established investment company. The selected candidate will report to the Family Director and the Investment Committee. You must be working in EU time zone for this position. About The investment company manages a diverse portfolio including equities, fixed income, hedge funds, private equities and direct investments. The Senior Investment Manager will primarily focus on managing our equities and hedge fund portfolios while supporting broader investment activities and total portfolio strategy. They cultivate a culture where innovation thrives through challenging the status quo, embracing calculated risks, and approaching every challenge with the resourcefulness and vision of founders. Responsibilities: Take part in overall portfolio, investment strategy decisions, asset allocations and risk management. Develop an investment strategy customized to our company's mandate, with particular focus on equities and hedge funds Identify emerging market trends and capitalize on strategic opportunities Source investments and maintain relationships with other LPs, GPs, and Advisors to build a high-quality pipeline of opportunities Develop and execute a thorough due diligence process for investments Conduct comprehensive due diligence on investments - both new and existing Track exposures in the portfolio and implement risk management strategies Monitor and report investment performance to family office principal(s) Ensure compliance with financial regulations and investment governance Qualifications: 10+ years in asset management, preferably with a fund of hedge funds or another allocator with a specialisation in hedge funds and equities Demonstrated track record of successful investment selections and portfolio performance Strong network and exceptional deal-sourcing capabilities Deep expertise in due diligence and sourcing, particularly in hedge fund strategies Advanced analytical skills and proficiency in portfolio modelling Excellent communication skills and ability to present complex investment concepts clearly Entrepreneurial mindset with ability to identify unique opportunities Must be EU based. This position offers a unique opportunity to both manage and build equities and hedge fund portfolios, while contributing to all aspects of our investment strategy in a dynamic, forward-thinking environment. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV

Our client is a Family Office, with the Principals being the beneficiaries of a number of family Trusts, holding a combination of personal use and longer-term financial assets. The assets of the existing trusts will be divided and settled upon new trusts which will comprise three Channel Island based resident trusts, all of which will be held for the beneficiaries and their immediate families. The family is seeking to appoint an experienced trust industry professional as Protector, to monitor and oversee the administration of the trust by the trustees. The appointment is designed to ensure that: There is an appropriate check and balance on the exercise of the Trustee's powers. There is the provision of additional oversight that is independent from the Trustee on any proposed distributions of capital. The Protector will have a fiduciary relationship, meaning that they will owe a duty of care to the beneficiaries and must consider what course of action is in their best interests, and act accordingly in good faith. The beneficiaries will have the power under the trust instruments for the Trusts to jointly appoint/remove a single protector. The powers conferred on the Protector will be limited to such as: The power to appoint/remove trustees. The power to consent to a change in the proper law of the trust. The power to consent to a change to the trust period. The power to consent to the addition/exclusion of beneficiaries. The power to consent to a variation to the terms of the trust. The power to consent to capital distributions (a letter of wishes shall provide detailed guidance for the exercise of this power). Whilst there will be an initially intense period of work - reading the Trust documentation, meeting Trustees, etc. - this will tail off once everything is in place. We are looking for an experienced, calm presence, able to break down complicated legal jargon into readily understandable terms. The successful candidate will need to be empathetic and proactive, ready to listen as well as to speak and able to anticipate any potential issues, taking appropriate action and providing reassurance to the beneficiaries. Existing experience as a Trust Protector would be preferred but is not essential and might suit a Chartered Accountant, Wealth Manager or Lawyer, able to read and understand legal opinion, with the authority and executive presence to protect the interests of the beneficiaries. 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

Our client is a London based Single Family Office seeking an investment professional to monitor and manage the existing investment portfolio that consists of varied asset classes. You will be expected to work independently and liaise laterally with other team members while reporting directly to the principal. Key Responsibilities Monitoring the investment portfolio, manage the internal portfolio reporting system, provide recommendations to the principal. Coordinating with other team members and external service providers to ensure goals alignment, tax efficiency, and proper execution and file Analysing data and creating reports to inform decision-making, including analysing investment proposals and seeking investment solutions to match the principal's objectives. Monitoring the treasury and liquidity requirements within the Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters. Required Skills and Qualifications Good understanding of financial instruments, bonds markets, equity markets and derivatives, sound understanding of structured financial Minimum 5 years experience in the financial services, asset management, wealth management (family office), or financial advisory industry. Good analytical skills, ability to write clear and concise analysis of investment opportunities and recommendations. Good interpersonal skills required to liaise with other team members and external service providers and Sound understanding of financial reporting and basic accounting, as well as some familiarity with UK and international taxation issues is a bonus. Basic understanding of legal matters relating to financial instruments and Working Conditions Full time job based in central London, some possibility on working from home on days when the job allows this. The job does not provide benefits in kind such as health insurance or pension fund From time to time the job may require travelling Culture and Values The office setup is informal and requires ability to work The principal and his family value privacy and confidentiality, confidentiality commitments are in excess of those that usually apply in big If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume