About us
We are a team of seasoned professionals with multiple decades of combined experience involving investment management, financial services, investment banking, technology and life sciences.
Our team has held key operational roles at multinational investment banks ranging from private banking to asset management to discretionary managed accounts, but to name a few.
We perform the full gamut of activities required in the management of portfolio assets, including: asset allocation; manager selection and oversight; portfolio implementation, trade execution and rebalancing; operations; custody; performance reporting/ benchmarking; risk management; client service; and personnel management, including organization and coordination of all workflow extending to IT/tech infrastructure.
Schedule a free demo today: contact@fingen.io