Management Team
Steve Alain Lawrence
Chief Investment Officer
- Group:Management Team
Steve Alain Lawrence
Chief Investment Officer
Steve Alain Lawrence’s remarkable journey began with humble origins as a runner on the Chicago Board of Trade. Through sheer determination and unwavering dedication, he steadily climbed the ranks, reaching the pinnacle of success. Today, he manages an impressive USD 250 million as a hedge fund manager at Balfour Capital Group, overseeing global assets across various markets, including stocks, bonds, commodities, currencies, and ETFs.
The Balfour Discretionary Trading Program, under his guidance, has achieved an admirable five-year return rate of 23.03%, reflecting his expertise and commitment.
On April 11, 2023, a significant moment arrived when Steve was promoted to the esteemed position of Chief Investment Officer at Balfour Capital Group following the retirement of Co-CIO Daniel Greenwood, who had faithfully served the firm for two decades. As Chief Investment Officer, Steve now leads Balfour’s global expansion efforts while gratefully holding memberships in esteemed institutions such as the Institute of Directors in London and the Hedge Fund Trade Association.
- As Chief Investment Officer, Steve now leads Balfour’s global expansion efforts while gratefully holding membership in esteemed institutions such as the Institute of Directors in London and the Hedge Fund Trade Association.
Steve’s path to success began after he graduated from the renowned NYU Stern School of Business. Seeking to deepen his knowledge and further refine his financial acumen, he pursued a master’s degree in finance at the esteemed London School of Economics. Equipped with this comprehensive education, Steve embarked on a remarkable 23-year career in the financial markets, leaving an indelible mark at every stage.
In 1998, Steve joined Robert Fleming, where he spent two formative years before making a significant leap to Lehman Brothers. During his eight-year tenure there, he was recognized as the best in-house broker in 2005, showcasing his exceptional abilities and profound understanding of the industry. In September 2008, Steve assumed the role of Investment Analyst at Hambros Bank, where he successfully managed clients’ investments on a global scale.
In March 2016, a new chapter unfolded as Steve joined Balfour Capital Group as a senior investment advisor, bringing with him a wealth of experience acquired over 18 years. With over two decades of financial expertise, Steve possesses a deep understanding of the stock market and its intricacies. His exceptional mathematical acumen, effective communication skills, and proficiency in cutting-edge technology enable him to stay ahead of the curve, consistently delivering positive results for Balfour’s esteemed clientele.
Steve Alain Lawrence’s inspiring journey from a humble runner on the Chicago Board of Trade to his current position at Balfour Capital Group exemplifies the power of ambition, perseverance, and unmatched expertise. With a steadfast commitment to his craft and an unwavering drive for success, he continues to make a lasting impact on the financial landscape, all while maintaining a humble and grounded approach to his achievements
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Johan Boos
Senior Wealth Manager – Strategic Partnership Manager Europe
- Group:Management Team
Johan Boos
Senior Wealth Manager – Strategic Partnership Manager Europe
Johan Boos, an accomplished financial professional, has been selected to join the Independent Sales Group at Balfour Capital Group. His primary focus will be on procuring high-net-worth clients and family offices.
With close to a decade of experience in financial markets, Johan has an impressive track record in asset management and investment advisory services. He began his career at the Union Bank of Switzerland (UBS) in Lucerne, Switzerland, where he worked in the Wealth Management division. He advised and invested on behalf of his clients across multiple asset classes, including equities, foreign exchange, indices, bonds, and global derivatives in commodity markets worldwide.
- His career began at the Union Bank of Switzerland in Lucerne, Switzerland, where he worked in the Wealth Management division.
Following his successful stint at UBS, Johan established Boos Investments Sarl, where he served as the managing partner and continued to provide expert advisory services in physical commodity markets and hedge fund trading strategies. His expertise and reputation in the industry led to his appointment at Balfour Capital Group, where he will spearhead an independent team and collaborate with the Algorithmic Investment group under the tutelage of Steve Alain Lawrence.
Balfour Capital Group has an unwavering commitment to expanding its global presence and delivering exceptional services to its clients through world-class independent advisors. With access to global markets, superior execution, and excellent pricing, the company is poised to continue its upward trajectory, and Johan Boos is an essential part of that journey.
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Vikram A Srivastava
Investor Relations Manager
- Group:Management Team
Vikram A Srivastava
Investor Relations Manager
Vikram Aditya Srivastava is an introducer in Hong Kong, where he brings extensive experience in investment management and start-up investment. With a proven track record in raising funds for startups and managing relationships with investment firms and consultancies, Mr. Srivastava is well-positioned to make significant contributions to the team. Previously, he held roles at Coleman Research, where he drove significant growth for key accounts in APAC, and AngelHub, where he onboarded over 400 angel investors and raised over USD 3.5 million for more than 200 startups.
Mr. Srivastava’s most recent position was as a client management associate at Coleman Research, where he built and managed relationships with investment firms and consultancies to facilitate due diligence.
- He was instrumental in driving a 1500% year-over-year growth for one of the key accounts in APAC, resulting in a revenue of USD 373,000 in the last 14 months.
Mr. Srivastava also has experience in sales and business development, having served as a sales & business development analyst at Brinc, a hardware and food accelerator. There, he collaborated with startups to scale their manufacturing in China and drove corporate innovation through business development opportunities for portfolio companies.
Mr. Srivastava holds a bachelor’s degree in electrical and electronics engineering from The University of Hong Kong, where he was a recipient of the HKU Foundation Scholarship and served as Class Rep for the EEE department. He also served as an Electronics Engineer at BaliBot (now ClearBot) and as an Event Coordinator at the Alumni Entrepreneurs Club.
As an introducer at Balfour Capital Group, Mr. Srivastava’s diverse skill set and experience in investment management and start-up investment make him a valuable addition to the team. His proven ability to drive growth and manage relationships with clients and stakeholders will help the company expand its presence and deliver excellent results for its clients.
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Rohail A. Khan
Director, Business Development, Saudi Arabia and MENA
- Group:Management Team
Rohail A. Khan
Director, Business Development, Saudi Arabia and MENA
Rohail A. Khan is a distinguished finance professional with over 25 years of robust experience in Corporate and Investment Banking, Project Finance, Private Equity, and Islamic Finance. With a career rooted in both Saudi Arabia and globally (USA, UK, Africa, Middle East), he has made significant contributions to enhance the financial ecosystem.
Currently, as Head of Financial Advisory at Westchester Capital LLC, he leads initiatives in debt and equity arrangement and IPO readiness, providing high-net-worth clients and corporate institutions with strategic financial solutions and business growth advisory.
Rohail’s expertise is underpinned by a series of senior C-level roles, including Vice President at Gulf International Bank, where he managed large-scale wholesale and institutional client relationships, advising conglomerates on IPOs, real estate investment trusts (REITs), mergers and acquisitions (M&A), and private placements.
One of his notable achievements was during his tenure as CEO of Dijlah Furat Islamic Bank, Iraq, where he managed credit, operations, investments, and IT, and expanded the bank’s operations across Iraq, Turkey, Lebanon, UK, and Bahrain. This role involved setting up SME financing programs in collaboration with USAID, demonstrating his commitment to financial inclusion and credit accessibility in emerging markets.
As Director of Finance at Rajhi Heavy Industries, he oversaw the financial and commercial management of a US$ 4 billion greenfield mega plant at King Abdullah Economic City, Jeddah.
Earlier in his career, Rohail held the position of CFO at Pan Gulf Group, where he led corporate expansion initiatives and oversaw treasury operations and business expansion. As CFO of Al-Khodari Group, he spearheaded the group’s “IPO flotation”, aligning it for market entry and corporate growth.
His experience also includes key roles in credit and relationship management at ABN Amro / Saudi Hollandi Bank, where he launched consumer finance products, structured finance solutions, and high net worth services; and Citibank / Saudi Cairo Bank, where he pioneered oil and gas syndicated project financing and Islamic finance offerings.
Rohail’s educational background is extensive and diverse, featuring Investment Management Program from Harvard Business School and Private Equity certification from Wharton Business School. He is a Certified Mutual Funds Counselor from The College of Financial Planning, Colorado. Additionally, he is a Certified Lender in Business Banking and holds a Commercial Banking Diploma from the American Institute of Banking. His academic accomplishments include a Master’s in Economics from University of Karachi, where he graduated with a gold medal.
Rohail’s career reflects a comprehensive and strategic approach to banking, finance and investments, marked by his ability to navigate complex markets, innovate in Islamic and SME finance, and drive corporate finance and investment initiatives globally. His dedication to client-centric advisory and deep expertise in structured financing solutions have made him a trusted advisor for high-net-worth clients, banks, and financial institutions across diverse markets.
On a personal side, he is a Leadership Coach dedicated to uplift the performance of CEOs and Board Directors across Middle East. A passionate reader / writer, Rohail recently completed the Yale Writers Workshop, and Advanced Creative Writing Program from the University of Oxford, UK.
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Marcel Dufol
Chief Technology Officer
Marcel Dufol is a seasoned professional in the realms of digital marketing and web management. Based in Barcelona, Spain, Marcel has accumulated a wealth of experience over the years, contributing his expertise to various ventures and organizations.
Marcel plays a pivotal role in shaping marketing strategies and optimizing web presence. His innovative approach and strategic insights have been instrumental in driving growth and enhancing brand visibility.
- Marcel’s diverse skill set encompasses social media management, search engine optimization (SEO), search engine marketing (SEM), website creation, and website maintenance.
Prior to his current role, Marcel held key positions at Yeguada Senillosa, POLE POLE SLOW DOWN S.L., and Think in Stories, where he demonstrated his proficiency in web management, digital marketing, and strategic planning. Marcel’s diverse skill set encompasses social media management, search engine optimization (SEO), search engine marketing (SEM), website creation, and website maintenance.
With a strong track record of success, Marcel has consistently delivered results across a range of industries, reflecting his entrepreneurial spirit and innovative mindset.
Marcel’s journey in the digital arena began at Corsa Náutica, S.L. and Enjoy Wine S.L., where he honed his skills as a junior web developer and web maintenance specialist. His dedication to excellence and commitment to staying abreast of industry trends have been the driving forces behind his success.
Marcel is a graduate of STUCOM Centre d’Estudis, where he obtained degrees in Marketing and Advertising, as well as certifications in web development and programming. His academic background, paired with his practical experience, positions him as a significant asset to Balfour Capital Group.
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Juliette Samson
Relationship Manager
Juliette Samson is a skilled and results-driven business analyst with expertise in digital strategy, transformation, and business development. She holds a BA in Business Administration, a Diploma from the University of South Wales, and an MSc in Digital Entrepreneurship and Project Management. Fluent in French and English, with working knowledge of Spanish, Juliette brings a global and multicultural perspective to every project she undertakes.
Her career began in the Commercial and Marketing Department of a medical products company, where she led the development and implementation of a client acquisition and sales strategy. Her outstanding performance quickly led to a promotion to Head of Strategic Partnerships, where she managed a team, built high-value relationships, and consistently exceeded ambitious growth targets.
As Head of Digital Partnerships, Juliette successfully led cross-industry initiatives involving insurance providers, mutual funds, teleconsultation platforms, laboratories, and the broader healthcare ecosystem. Operating within highly regulated environments, she honed her project management skills and led digital transformation efforts that delivered tangible business outcomes.
Juliette is known for her collaborative mindset, analytical thinking, and ability to lead multi-stakeholder projects with clarity and focus. She thrives in fast-paced, innovation-led environments and is passionate about developing solutions that drive strategic growth and operational excellence.
With a unique combination of strategic insight, leadership, and hands-on experience across both digital and commercial domains, Juliette plays a vital role in helping organizations navigate change and embrace digital evolution with confidence and clarity.
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Hersh Oberoi
Senior Wealth Advisor of Australia
Hersh Oberoi is a highly experienced professional specializing in project management, portfolio consulting, and financial market analysis. With over 15 years in the Australian and global financial services industry, Hersh has developed expertise in multi-asset portfolio management, financial risk assessment, investment research, and strategy development across diverse asset classes.
Currently, Hersh is engaged in project management for the National Disability Insurance Scheme (NDIS), where he is leading the transformation of claims and payments technology to enhance user experiences for participants, providers, and carers. Additionally, he provides portfolio consulting for Stocks in Global PTY LTD, focusing on portfolio construction, strategy modeling, and risk mitigation to maximize growth in domestic and international assets.
Hersh’s career includes key roles such as Senior Project Officer at the Department of Justice and Community Safety in Victoria, where he ensured COVID-19 compliance protocols, stakeholder engagement, and risk management. He also served as Project Portfolio Manager at Snap Innovations, overseeing complex algorithm development projects and daily stock and futures trading on multiple global exchanges. His experience extends to roles in investment analysis, quantitative trading, and client portfolio management at institutions including National Australia Bank and Genesis Proprietary Trading.
Hersh holds an MBA with a distinction in Finance and Derivatives and a Diploma in Financial Planning with RG146 compliance. He has completed advanced training in algorithmic trading, portfolio management, and risk management. Known for his strategic vision, technical expertise in platforms such as Bloomberg, FactSet, and PowerBI, and strong analytical skills, Hersh is dedicated to delivering data-driven insights and effective risk management solutions. His proficiency in financial modeling, project leadership, and stakeholder management make him a valuable asset in both corporate and public sector environments.
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Victor Felix
Global Strategist and Senior Manager of Brazil
- Group:Management Team
Victor Felix
Global Strategist and Senior Manager of Brazil
Victor Felix is a seasoned finance and strategy professional with over seven years of cross-functional experience spanning investment advisory, international business development, and digital financial services. Currently serving as Country Manager at Financer.com, Victor leads the company’s operations and growth strategy in Brazil, driving innovation and access in the evolving fintech landscape.
Victor began his career at Scania Latin America, where he held a variety of roles in strategic sourcing and procurement from 2017 to 2022. During his tenure, he gained deep expertise in investments, powertrain, maintenance, marketing, services, and events—developing a holistic view of corporate operations and supply chain optimization. His ability to navigate complex environments and manage high-stake vendor relationships laid the foundation for his analytical and strategic acumen.
Transitioning into financial advisory, Victor held roles at EQI Investimentos (BTG Pactual) and The Wall Investimentos (XP Investments), where he advised clients on investment portfolios, market strategy, and wealth planning. These roles refined his client-facing skills and deepened his understanding of the Brazilian financial markets and investment products.
With a strong academic foundation, Victor holds a Bachelor’s degree in Mechanical Engineering from Instituto Mauá de Tecnologia and an MBA in Finance and Stock Picking from IBMEC/XP Inc.. He has also studied abroad through an academic exchange program at FH Aachen – University of Applied Sciences in Germany, and most recently completed an executive program in Marketing Strategies & Innovation at The University of Akron in the U.S.
Victor is fluent in Portuguese and English, speaks advanced German, and has a working knowledge of Spanish, equipping him to thrive in multicultural and international business environments. His technical proficiency spans financial analytics, Microsoft Office Suite, Power BI, CRM platforms such as Salesforce, and ERP systems including Maximo and GLOBE.
In addition to his corporate achievements, Victor has earned certifications in digital marketing from HubSpot Academy, as well as training in negotiation, influence, and neuro-linguistic programming (NLP), supporting his strengths in leadership, communication, emotional intelligence and strategic decision-making.
Victor brings to the financial industry a rare blend of operational depth, financial insight, and international experience, making him a forward-thinking leader committed to empowering clients and scaling innovation in global finance.
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Adam Solomon Green
Head of Business Development and Long Term Range Planning
- Group:Management Team
Adam Solomon Green
Head of Business Development and Long Term Range Planning
Adam Solomon Green brings over 20 years of financial industry experience to his role as head of business development and long-term range planning at Balfour Capital Group. Before joining the company as a partner, Adam held various leadership positions at esteemed financial institutions such as Sterling Trading Group, J.P. Turner & Company, LLC, GunnAllen Financial, Inc., and INTERCAP WEALTH MANAGEMENT.
Throughout his impressive career, Adam has demonstrated his expertise by managing a foreign exchange sales group of over 25 salespeople, leading a team of 30 brokers in the bond market and initial public offerings with a focus on technology stocks, and serving as an investment banker specializing in underwriting public offerings and executing turnarounds.
- At INTERCAP WEALTH MANAGEMENT, Adam played a pivotal role in creating and implementing the company’s business development strategy, launching European and Asian divisions
At INTERCAP WEALTH MANAGEMENT, Adam played a pivotal role in creating and implementing the company’s business development strategy, launching European and Asian divisions, and executing marketing strategies that led to increased revenue.
Now, as a vital member of the Balfour Capital Group team, Adam is responsible for developing and executing long-term strategic plans aligned with the company’s vision, spearheading business development initiatives to boost revenue and market share, and fostering strong relationships with key stakeholders, including investors, clients, and partners. With his extensive experience and proven track record, Adam Solomon Green is an invaluable asset to Balfour Capital Group.
Farzin Irani
Senior Advisor and Regional Director - APAC
- Group:Management Team
Farzin Irani
Senior Advisor and Regional Director - APAC
Farzin Irani is a seasoned financial services professional with over two decades of diverse experience across the banking and finance sectors in India, New Zealand, and Australia. As Managing Director at Success Simplified Ltd and a valued contributor to Reality Check Radio’s “Money Talks” segment, Farzin brings a compelling mix of leadership, commercial insight, and cross-cultural understanding to every endeavour.
Throughout his international career, Farzin has consistently demonstrated a passion for client-centric solutions and sustainable financial growth. His professional journey spans prominent roles at leading institutions such as ANZ, Westpac, Bank of New Zealand, Bank of Melbourne, and UDC Finance. In these roles, he specialized in portfolio management, commercial credit, asset finance, and business banking—successfully managing relationships with SME and corporate clients while overseeing multimillion-dollar credit approvals.
Farzin’s core strengths lie in sales strategy, relationship management, and risk mitigation. He has a track record of building and growing high-performing portfolios through tailored financial solutions, data-driven insights, and strategic collaborations with internal and external stakeholders. As Commercial Manager at UDC Finance, he spearheaded asset-based financing strategies for SMEs, enabling clients to acquire capital equipment and optimize business growth. His earlier credit leadership roles at Westpac and other Australian banks further underscore his ability to navigate complex lending environments with prudence and integrity.
Farzin is also known for his dynamic communication style and ability to influence C-suite decision-makers. He frequently leads business presentations at industry events, fostering thought leadership and cultivating long-term strategic partnerships. His dedication to high ethical standards, regulatory compliance, and macroeconomic awareness reflects a deeply principled and forward-thinking approach to finance.
Academically, Farzin holds a Postgraduate Diploma in Business from the University of Auckland and a Bachelor of Commerce from the University of Mumbai. He has also completed the RG146-accredited Diploma of Financial Planning, equipping him with specialized knowledge in investment and risk management.
Farzin’s personal journey—shaped by his commitment to lifelong learning, emotional intelligence, and adaptability—has helped him thrive in diverse environments and navigate professional and personal challenges with resilience. Following a career break to support family commitments, he has returned to Australia with renewed purpose and energy, ready to contribute to a values-driven organization with global ambitions.
Multilingual in English, Hindi, and Gujarati, Farzin brings cultural fluency and global perspective to Balfour Capital Group’s mission of delivering strategic financial solutions. With his deep industry expertise and authentic leadership style, he is well-positioned to add enduring value to the firm and its clients.
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Caio Imperato
Co - Manager Brazil
Caio Eduardo Imperato de Oliveira is a highly qualified investment consultant with over six years of experience in Brazil’s dynamic financial sector, supporting clients across retail, high-net-worth, private, corporate, and institutional segments. Currently serving as a Commercial Supervisor at BM Corporate, Caio leads investment advisory and portfolio development, helping clients navigate markets with confidence and clarity.
A certified investment specialist (ANBIMA – CPA-20 and CEA), Caio is known for his strong analytical thinking, strategic insight, and dedication to client success. He has held prominent roles in major financial institutions including Santander Corretora, Itaú Unibanco, Sicredi, and Bradesco, building a robust track record in wealth management, portfolio growth, and investor relations.
At Santander, he managed a portfolio exceeding R$70 million, providing bespoke investment advice aligned with each client’s goals and life stage. During his tenure at Itaú’s Íon Investment Office, Caio guided clients through complex investment decisions, public offerings, and structured products, ensuring compliance and satisfaction at every step. His ability to clearly communicate financial strategies and navigate regulatory landscapes has made him a trusted advisor for clients seeking to preserve and grow their wealth.
At BM Corporate, Caio combines technical excellence with interpersonal finesse. His responsibilities span from client relationship management to onboarding, proposal structuring, and team supervision. He actively supports new client acquisition, conducts financial needs assessments, and coordinates investment strategies—ensuring that every client engagement is personalized and performance-driven.
Caio’s journey into finance began after an early career in the creative industry, where he earned a degree in Phonographic Production from Anhembi Morumbi University. This unique background shapes his entrepreneurial mindset and ability to connect with clients on a human level—an essential asset in the investment consulting world.
Fluent in Portuguese and advanced English, and proficient in financial tools and advanced Office Suite, Caio is committed to continuous learning and professional development. His passion for finance is matched by a teachable spirit and a desire to empower others through clear, actionable investment advice.
With a balance of deep technical knowledge, creativity, and client-first mentality, Caio is helping shape the future of investment consulting in Brazil—one relationship at a time.
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Maciej Stanislaw Jan Pijewski
Senior Business Development Manager - Asia and Europe
- Group:Management Team
Maciej Stanislaw Jan Pijewski
Senior Business Development Manager - Asia and Europe
Maciej Stanisław J. Pijewski is an accomplished professional with extensive experience across finance, real estate, and health technology sectors. His educational background includes a strong foundation in global economics and strategic management from the University of Warsaw, complemented by a joint degree program in computer science engineering and computer science systems management from the University of Information Technology and Management and Columbia University. Throughout his career, Maciej has demonstrated proficiency in business development, corporate finance, technology, and entrepreneurship across diverse industries.
Maciej’s career commenced at Bastion Consulting Group in Warsaw, where he co-founded and spearheaded key initiatives in business consulting, corporate finance, and development. Subsequently, he established MDA-Models, a firm specializing in conceptual design and land development visualization, positioning himself as an industry leader in integrating business strategy with innovative design. His tenure at Walt Disney Imagineering involved significant contributions to conceptual design, project management, and the construction of notable attractions, including Grizzly Gulch and Mystic Manor at Hong Kong Disneyland.
Driven by his interest in fitness and wellness, Maciej ventured into the health technology sector, serving as an advisor and business development manager at Prenetics, a global genetics and digital health company that achieved unicorn status in 2021. His leadership in developing cutting-edge health solutions, such as CircleDNA and HealthPod, has contributed to improving fitness outcomes and overall well-being for individuals worldwide.
In addition to his professional accomplishments, Maciej is recognized for his entrepreneurial acumen and commitment to social causes. His involvement in Project Screen by Prenetics during the COVID-19 pandemic exemplified his dedication to leveraging technology for societal benefit, providing essential support to vulnerable communities in Hong Kong.
Maciej’s entrepreneurial journey, coupled with his astute understanding of market dynamics and emerging trends, continues to inspire others to pursue their ambitions and effect positive change. His leadership, innovative approach, and commitment to progress have garnered him considerable esteem and recognition within the financial and wellness industries.
Emmanuel Baiden
Senior Analyst For The United Kingdom
- Group:Management Team
Emmanuel Baiden
Senior Analyst For The United Kingdom
Emmanuel Baiden currently serves as a Senior Wealth Manager at Balfour Capital Group, where he is part of a company which currently manages a $400 million portfolio with a 50.79% return over three years. He has personally onboarded several introducers while also spearheading communication efforts, including drafting bios for the company website, press releases and market newsletters.
Previously, Emmanuel held roles such as Equities & CFD Development Manager at ST Global Markets (2023), where he cultivated partnerships with introducing brokers, and as a Business Development Manager at Blockchain Advisory Global (2022), where he supported blockchain project strategy, development, and marketing.
- Within the scope of his achievements, Mr. Baiden has spearheaded the onboarding of over 500 OFX clients, generating an impressive USD 10 million in revenue.
As a Trading Analyst at Tradeview Markets (2022), Emmanuel expanded his expertise in Forex, Futures, and CFDs, while developing a strong client base of Introducing Brokers and Money Managers.
From 2020 to 2021, he assisted two financial advisors in managing £11 million AUM as Partner Support at St. James’s Place. At Acetop Financial Limited (2019–2020), Emmanuel handled trade execution, trade platform configuration, and market analysis. His earlier experience includes client onboarding and deliverable FX trading at OFX (2017–2018) and sales trading at OvalX and JNF Capital (2015).
Emmanuel holds an MSc in Investment and Risk Finance and a BA in International Business Management with French from the University of Westminster. He is also an Associate Member of the Chartered Institute of Investment and Securities, he specialises in wealth management, financial trading, financial operations, and market strategy, consistently delivering exceptional value to clients and stakeholders.
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Daniel Nicholas Mark
Senior Account Executive of Hong Kong
- Group:Management Team
Daniel Nicholas Mark
Senior Account Executive of Hong Kong
Daniel Nicholas Mark is a versatile finance professional with a diverse background in convertible bonds trading, yacht brokerage, equity derivatives, and technical consulting. His expertise spans financial markets, client relationship management, content marketing, and technical analysis, making him a well-rounded asset in the dynamic financial sector.
Previously, Daniel served as a convertible bonds broker at BGC Securities (Hong Kong) LLC, where he played a pivotal role in a two-person team managing the APAC region’s convertible bonds operations. His rapid adaptability has been crucial in generating monthly revenues ranging from USD 65k to 95k. In addition to trading, he has taken on responsibilities in middle-office operations, price modeling, trade execution, and system updates. Recognizing the importance of technological advancements, Daniel spearheaded the integration of AI to provide daily market trend updates, enhancing client services and desk efficiency.
Prior to his current role, Daniel excelled as a yacht broker & sales manager at NextWave Yachting/Sunseeker in Hong Kong. Within his first month, he successfully closed a USD 17 million yacht sale and listed USD 25 million worth of yachts on the preowned platform. His strategic approach to client prospecting, through networking and hosting high-net-worth (HNW) events with luxury brand partners, expanded the company’s client base. Additionally, Daniel played a key role in content marketing strategies, securing significant contracts and improving the company’s website through redesign and SEO optimization. His efforts in migrating the client database to the Odoo CRM system streamlined operations and enhanced customer relationship management.
Daniel’s career also includes experience as a junior equity derivatives broker at Sunrise Brokers, where he increased revenue by fourfold within a quarter by adding six institutional clients. Despite the challenges posed by the COVID-19 pandemic, he maintained strong client relationships through voice and text-based broking on the Asia Ex-Japan team, contributing to the daily strategy with insightful content creation.
