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Management Team

Steve-A.-Lawrence

Steve Alain Lawrence

Chief Investment Officer

Steve Alain Lawrence

Steve Alain Lawrence’s remarkable journey began with humble origins as a runner on the Chicago Board of Trade. Through sheer determination and unwavering...
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Marian Dzhenkov

Marian Dzhenkov

CEO - Real Estate and Mortgage Lending

Marian Dzhenkov

Marian Dzhenkov is an accomplished financial consultant and international business manager with a strong track record in leading teams, managing client relationships,...
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Johan Boos

Johan Boos

Senior Wealth Manager – Strategic Partnership Manager Europe

Johan Boos

Johan Boos, an accomplished financial professional, has been selected to join the Independent Sales Group at Balfour Capital Group. His primary focus will be...
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Vikram-A-Srivastava

Vikram A Srivastava

Investor Relations Manager

Vikram A Srivastava

Vikram Aditya Srivastava is an introducer in Hong Kong, where he brings extensive experience in investment management and start-up investment. With a proven...
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Rohail-A.-Khan

Rohail A. Khan

Director, Business Development, Saudi Arabia and MENA

Rohail A. Khan

Rohail A. Khan is a distinguished finance professional with over 25 years of robust experience in Corporate and Investment Banking, Project Finance, Private...
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Marcel Dufol

Marcel Dufol

Chief Technology Officer

Marcel Dufol

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...
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Maciej Stanislaw

Maciej Stanislaw Jan Pijewski

Senior Business Development Manager - Asia and Europe

Maciej Stanislaw Jan Pijewski

Maciej Stanisław J. Pijewski is an accomplished professional with extensive experience across finance, real estate, and health technology sectors. His educational...
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Adam Solomon Green

Head of Business Development and Long Term Range Planning

Adam Solomon Green

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...
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Emmanuel Baiden

Emmanuel Baiden

Senior Analyst For The United Kingdom

Emmanuel Baiden

Emmanuel Baiden is a seasoned sales and trading professional with a decade of experience in navigating the intricacies of financial markets. With...
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Hersh-Oberoi

Hersh Oberoi

Senior Wealth Advisor of Australia

Hersh Oberoi

Hersh Oberoi is a highly experienced professional specializing in project management, portfolio consulting, and financial market analysis. With over...
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Daniel-Mark

Daniel Nicholas Mark

Senior Account Executive of Hong Kong

Daniel Nicholas Mark

Daniel Nicholas Mark is a versatile finance professional with a diverse background in convertible bonds trading, yacht brokerage, equity derivatives, and technical...
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Steve-A.-Lawrence

Steve Alain Lawrence

Chief Investment Officer

Steve Alain Lawrence

Steve Alain Lawrence’s remarkable journey began with humble origins as a runner on the Chicago Board of Trade. Through sheer determination and unwavering...
Read More
Johan Boos

Johan Boos

Senior Wealth Manager – Strategic Partnership Manager Europe

Johan Boos

Johan Boos, an accomplished financial professional, has been selected to join the Independent Sales Group at Balfour Capital Group. His primary focus will be...
Read More
Vikram-A-Srivastava

Vikram A Srivastava

Investor Relations Manager

Vikram A Srivastava

Vikram Aditya Srivastava is an introducer in Hong Kong, where he brings extensive experience in investment management and start-up investment. With a proven...
Read More
Rohail-A.-Khan

Rohail A. Khan

Director, Business Development, Saudi Arabia and MENA

Rohail A. Khan

Rohail A. Khan is a distinguished finance professional with over 25 years of robust experience in Corporate and Investment Banking, Project Finance, Private...
Read More
Marcel Dufol

Marcel Dufol

Chief Technology Officer

Marcel Dufol

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...
Read More
Juliette Samson

Juliette Samson

Relationship Manager

Juliette Samson

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...
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Hersh Oberoi

Senior Wealth Advisor of Australia

Hersh Oberoi

Hersh Oberoi is a highly experienced professional specializing in project management, portfolio consulting, and financial market analysis. With over...
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Victor Felix BCG

Victor Felix

Global Strategist and Senior Manager of Brazil

Victor Felix

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.
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NoImagePlaceholder

Adam Solomon Green

Head of Business Development and Long Term Range Planning

Adam Solomon Green

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...
Read More
Maciej Stanislaw

Maciej Stanislaw Jan Pijewski

Senior Business Development Manager - Asia and Europe

Maciej Stanislaw Jan Pijewski

Maciej Stanisław J. Pijewski is an accomplished professional with extensive experience across finance, real estate, and health technology sectors. His educational...
Read More
Emmanuel Baiden

Emmanuel Baiden

Senior Analyst For The United Kingdom

Emmanuel Baiden

Emmanuel Baiden is a seasoned sales and trading professional with a decade of experience in navigating the intricacies of financial markets. With...
Read More
Daniel-Mark

Daniel Nicholas Mark

Senior Account Executive of Hong Kong

Daniel Nicholas Mark

Daniel Nicholas Mark is a versatile finance professional with a diverse background in convertible bonds trading, yacht brokerage, equity derivatives, and technical...
Read More
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Paulo Roberto Machado Nunes

Investment Advisor

Paulo Roberto Machado Nunes is a highly accomplished credit and financial risk professional with a decade of experience across banking, fintech, and corporate sectors. His expertise spans credit strategy, data science, financial analysis, and risk modeling—making him a valuable asset in the ever-evolving world of data-informed financial decision-making.

Currently serving as a Credit Strategy & Data Specialist at Grupo Boticário, one of Brazil’s largest private companies, Paulo is responsible for managing credit portfolios and developing advanced risk and collection scoring models. He provides strategic, data-driven insights to senior executives, ensuring credit policies align with corporate risk tolerance and market dynamics. His work helps guide decisions that balance profitability, credit growth, and risk mitigation.

Paulo’s previous roles highlight his leadership and technical sophistication. At Clara Pagamentos, a rapidly scaling fintech, he led a 12-person control desk team, helped structure corporate credit policies, and played a key role in a USD 150 million debt transaction with Goldman Sachs USA. His efforts were instrumental in Clara’s certification as a financial institution under Brazil’s Central Bank—a milestone in the company’s growth trajectory.

Earlier in his career, Paulo held senior roles at ACENTRA – AILOS Cooperative, DEPS Tecnologia, and PBG S/A, where he specialized in credit cycle strategy, large client risk analysis, and credit loss reduction initiatives. He has managed high-value portfolios and advised on risk strategies for major international clients including Coca-Cola/FEMSA, Calvin Klein, and Rede Globo.

Academically, Paulo holds a postgraduate diploma in Financial Analysis and Planning from PUC-PR, and he is currently pursuing a postgraduate degree in Data Science at Cruzeiro do Sul University. With a background in mechanical engineering and technical training in electronics, he brings a rare combination of technical precision and financial acumen. He is proficient in Python, SQL, and financial modeling, equipping him with the tools to automate insights and enhance strategic clarity.

Fluent in Portuguese and experienced in collaborating with international teams, Paulo is known for his analytical mindset, clear communication, and solution-oriented leadership. At Balfour Capital Group, he brings a forward-looking perspective to credit and portfolio management—helping clients and partners navigate complexity with confidence, control risk effectively, and unlock long-term value.

Contact Details

  • p.machado@balfourcapitalgroup.com

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Mohammad Saif

Investment Advisor

As an accomplished Investment Analyst with a strong foundation in portfolio management, asset allocation, and valuation, I bring a wealth of experience and analytical depth to every project I undertake. My expertise spans financial modeling, economic forecasting, and risk management—skills that I apply consistently to enhance risk-adjusted returns and optimize investment strategies. Having passed CFA Level III, I am deeply committed to maintaining high standards of financial analysis and ethical investment practices.

At Altivolus Capital Partners, I have conducted comprehensive research across equities, fixed income, and alternative assets, while building and maintaining complex valuation models such as DCF, comparables, and LBO. My responsibilities have also included performing in-depth due diligence on hedge fund and private equity managers, as well as engaging with industry stakeholders to validate investment theses. These efforts culminate in detailed investment reports, pitch books, and market analysis presentations that support strategic decision-making.

My professional journey began with Air India, where I worked as a Financial Analyst Intern. There, I supported financial planning and forecasting processes and played a key role in evaluating the financial viability of aircraft leasing arrangements. This early experience laid the foundation for my analytical skills and industry understanding.

I hold a Postgraduate Certificate in Quantitative Finance & Risk Management from the Indian Institute of Quantitative Finance, along with an MBA in Finance from Singhania University and a B.A. (Hons) in Economics with Finance from the University of Delhi. I have also developed strong technical skills in Bloomberg, Capital IQ, FactSet, MS Excel, and Power BI, which I regularly leverage for data-driven investment analysis and reporting.

My approach to investment analysis is guided by a commitment to precision, insight, and value creation. I thrive in collaborative, fast-paced environments and continuously strive to bridge the gap between complex data and strategic investment decisions.

Contact Details

  • m.saif@balfourcapitalgroup.com

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Tadas Sidlauskas

Investment Advisor

Tadas Sidlauskas is a highly analytical and forward-thinking finance professional with a strong foundation in investment analysis, quantitative strategy, and risk assessment. With a background that bridges academic rigor and practical application, Tadas brings a deep understanding of financial modeling, market dynamics, and portfolio optimization to the Balfour Capital Group team.

Tadas holds a Bachelors degree in Global Management from the Robert Gordon University located in Aberdeen, Scotland. His academic training, combined with his natural intellectual curiosity, has shaped a professional who thrives in data-driven environments and excels in translating complex financial data into actionable investment insights.

With professional experience across asset management and fintech, Tadas has contributed to the development and refinement of investment strategies for diverse market conditions. His recent role as a Data Research Analyst at NASDAQ, a leading asset management firm allowed him to gain deep insight in trading strategies, backtesting portfolios, technical requirements for equity and fixed income products. He has a proven ability to work across disciplines, integrating financial theory mainly fundamental and technical analysis to build robust analytical frameworks.

Fluent in English and Lithuanian, and experienced in working with international teams, Tadas is a strong communicator who bridges quantitative insights with practical decision-making. He is known for his precision, problem-solving mindset, and commitment to continuous improvement.

At Balfour Capital Group, Tadas contributes to the firm’s mission of delivering data-informed, high-performance investment strategies. His ability to extract signals from technical candlestick movement, anticipate market shifts, and rigorously test financial hypotheses ensures clients receive solutions that are insightful.

With a passion for capital markets and a deep respect for disciplined analysis, Tadas Sidlauskas exemplifies the next generation of investment professionals—strategically minded, technologically fluent, and relentlessly focused on value creation.

Contact Details

  • t.sidlauskas@balfourcapitalgroup.com

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Leandro Vlach

Investment Advisor

Leandro Vlach is a seasoned finance professional with over 14 years of progressive experience across mergers and acquisitions, project finance, and investment analysis. Known for his analytical acumen and strategic mindset, Leandro has built a reputation for delivering value through financial modeling, risk evaluation, and complex transaction execution across the energy, infrastructure, and consulting sectors.

Currently serving as a Financial Modeling Specialist, Leandro is instrumental in evaluating market opportunities for M&A and divestitures, structuring end-to-end transactions, and guiding strategic investment decisions. From target identification to post-merger integration, he leads every phase with precision—crafting detailed financial models, managing due diligence, and coordinating legal documentation for high-impact deals.

Previously at CGN Brazil Energy, Leandro reported directly to the Chief Development Director, leading valuation efforts, structuring commercial proposals, and supporting key decisions on renewable and conventional energy investments.

His tenure at Bolt Energias and CELA Clean Energy Latin America further reinforced his expertise in project finance—developing models that shaped investment cases, secured funding, and influenced energy auction strategies.

Leandro’s foundation in M&A was honed at EP Capital, where he created valuations, pitch materials, and performance benchmarks for sell-side and financing mandates. At Baker Tilly Brasil, he worked across diverse sectors—including real estate, automotive, and tech—conducting economic valuations and advising clients on business planning, funding, and strategic growth.

Leandro holds a Bachelor’s degree in Business Administration from FEA-USP and a Doctor of Veterinary Medicine (DVM) from FMVZ-USP, demonstrating a rare blend of scientific discipline and financial leadership. He is certified in valuation and CNPI (APIMEC), with technical fluency in advanced Excel, VBA, Bloomberg, Reuters, and Capital IQ.

Fluent in English and conversational in Spanish, Leandro combines technical depth with global communication skills. His work has been published in national and international journals, and he is known for his ability to simplify complexity, forecast with clarity, and drive results under pressure.

At Balfour Capital Group, Leandro contributes a powerful combination of hands-on financial experience and strategic foresight—delivering high-impact analysis, innovative financial structuring, and trusted counsel to clients navigating today’s dynamic investment landscape.

Contact Details

  • l.vlach@balfourcapitalgroup.com

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Ana Maria Pintilie

Investment Advisor

Ana Maria Pintilie is a multilingual finance and business consultant with a versatile background spanning financial services, real estate, international sales, and administrative operations. With over six years of experience across Italy and Switzerland, she brings a unique blend of strategic thinking, customer focus, and cross-industry adaptability to every engagement.

Currently working with DSU Corporate, Ana Maria specializes in financial consulting with a focus on client advisory, account coordination, and operational efficiency. Her role demands fluency in financial tools, process optimization, and interpersonal communication—skills she has refined through diverse roles in finance, real estate, and corporate administration.

In addition to her consulting work, Ana Maria is engaged in a professional collaboration with Lionard Spa, a prestigious real estate intermediary based in Florence. Under a formal cooperation agreement, she provides high-level support in the marketing of luxury properties, including managing real estate advertising, organizing property visits, maintaining client relationships, and supporting business negotiations. This engagement is conducted in full managerial and organizational autonomy, allowing Ana Maria to apply her expertise independently and flexibly in alignment with client goals—while strictly observing legal and ethical boundaries, including non-competition and confidentiality.

Previously, Ana Maria held key roles in Switzerland, including Assistant Manager and Real Estate Consultant at ImmoSky AG in Lugano, where she managed end-to-end property transactions and guided clients through viewings, negotiations, and closings. Her fluency in six languages—Italian, English, Spanish, German, Romanian, and Ukrainian—allowed her to engage effectively with a diverse, international clientele.

She later joined Ecoamon SAGL as a Front Office and Administrative Executive, where she handled accounting functions, coordinated international sales meetings, and represented the company in high-level presentations. Her ability to balance technical, organizational, and client-facing responsibilities reinforced her status as a dependable and results-oriented professional.

Earlier in her career, Ana Maria worked in quality control and design with Barbagli Plissé, collaborating with world-renowned fashion houses such as Gucci, Dior, Versace, and Fendi. She also held a customer service and administrative role at Vodafone, where she managed internal systems and client queries with diligence and professionalism.

Ana Maria’s educational background is equally multifaceted. She holds training in digital marketing, e-commerce, graphic design, and real estate. Proficient in tools such as Adobe Creative Suite, Rhino 3D, SAP, and G-Suite, she also studied architecture and fashion design at Liceo Piero della Francesca in Tuscany.

Known for her integrity, independence, and commitment to continuous growth, Ana Maria thrives in dynamic, multicultural environments. Whether managing financial portfolios, coordinating sales processes, or supporting luxury real estate operations, she consistently brings value through precision, adaptability, and a deep understanding of both people and business.

Contact Details

  • a.pintilie@balfourcapitalgroup.com

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Dalia Yassin

Investment Advisor

Dalia Yassin is a seasoned contracts and project management professional with over 16 years of experience delivering high-impact infrastructure, construction, and utility projects across the Middle East, Africa, and Europe. Specializing in international contract management and claims, she has built a strong track record of leading multidisciplinary teams on complex engineering and development initiatives funded by global institutions such as AFD, JICA, and other international cooperation agencies.

Currently serving as a Section Head in one of Egypt’s most prominent chains of contractors, Dalia is responsible for directing contractual strategy, negotiations, and claims management for large-scale energy and infrastructure projects. Her role involves drafting and reviewing contract documentation, managing procurement processes, preparing award recommendations, and ensuring full legal and financial compliance across subcontract engagements.

Earlier in her career, Dalia held key contract management positions with international firms such as Suez International and Tokyo Electric Power Services. In these roles, she played a pivotal part in enhancing energy distribution and wastewater treatment systems in Egypt, while demonstrating in-depth knowledge of FIDIC and PRAG conditions of contract and delivering high-quality management of tender documentation, BOQs, and technical specifications.

Dalia has contributed to several of Egypt’s landmark infrastructure projects, including the Grand Egyptian Museum, Cairo Airport Terminal 2 expansion, and the comprehensive renovation of El Tahrir Hotel. With Hill International and ECG Consultants, she took on essential responsibilities in cost control, variation assessments, value engineering, and tender evaluation—consistently delivering strategic and financial value.

Her international experience also includes roles with British Glass in the UK and consulting assignments across the UAE, Iraq, Libya, and Tanzania. These engagements have honed her global perspective and enhanced her ability to manage cross-cultural, multi-stakeholder project environments effectively.

Dalia holds a Bachelor of Science in Civil Engineering from Cairo University and a Project Management Diploma. She has completed advanced certifications in contract management, claims and bids, Primavera planning, and logistics, including accreditation from the Project Management Institute (PMI).

Fluent in Arabic, English, and French, Dalia blends linguistic agility with deep technical knowledge, strategic insight, and strong negotiation skills. Her leadership, precision, and calm management of complex projects make her a valuable asset in the delivery of capital-intensive infrastructure worldwide.

Contact Details

  • d.yassin@balfourcapitalgroup.com

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Victor Firmeza

Investment Advisor

Victor Firmeza is a highly motivated and detail-oriented emerging professional with a strong foundation in finance, administration, and client relationship management. With a proven ability to thrive in fast-paced environments, Victor brings an analytical mindset, a proactive approach, and a strong work ethic to his current role and future ambitions in the investment and financial services sector.

Currently serving as a Telemarketing Sales Representative at Atacadão Papelex, Victor is responsible for customer prospecting, sales negotiations, and managing the end-to-end sales cycle. In this role, he has honed his interpersonal and communication skills, consistently exceeding expectations by turning leads into loyal clients and ensuring a seamless post-sale experience. His ability to understand customer needs and offer tailored solutions demonstrates his client-first approach and business acumen.

Victor’s professional journey includes a wide range of experiences that underscore his versatility. As a former store manager at JJF Eletrônica, he managed inventory, supervised teams, and oversaw administrative and financial processes. He has also served as a university monitor at the Federal University of Goiás, supporting academic teams with data management and reporting—a role that further refined his organizational and analytical skills.

Victor has complemented his practical experience with strong academic credentials. He is currently pursuing a degree in Economics at IBMR in Rio de Janeiro and previously studied Agronomic Engineering at the Federal University of Goiás. These interdisciplinary academic pursuits reflect his broad intellectual curiosity and ability to apply knowledge across different sectors.

His international experience further adds to his global outlook. Victor participated in cultural and work exchange programs in both the United States and Portugal, gaining valuable cross-cultural insights and adaptability—traits that align with Balfour Capital Group’s global orientation. Fluent in Portuguese and advanced in English, he brings a multicultural sensitivity that enhances his ability to build relationships across diverse markets.

Victor’s technical capabilities include advanced proficiency in Microsoft Office, data analysis, financial reporting, and administrative management. He has also earned the ANBIMA CEA (Investment Specialist Certification), a testament to his growing expertise in investment analysis and portfolio management.

Victor is deeply committed to continuous improvement and innovation. His ability to balance strategic thinking with operational execution makes him a promising talent in the financial sector. At Balfour Capital Group, Victor contributes a forward-looking mindset, a disciplined approach to problem-solving, and a strong commitment to delivering long-term value—qualities that make him an asset to both clients and colleagues alike.

Contact Details

  • v.firmeza@balfourcapitalgroup.com

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Hakim Grissa

Investment Advisor

Hakim Grissa is a dynamic wealth management professional with a strong track record in real estate investment, financial strategy, and tax optimization. With over five years of experience advising high-net-worth individuals and investors, Hakim specializes in crafting customized wealth-building solutions that align with client goals and navigate complex regulatory environments.

Currently based in Paris, Hakim most recently served as an International Wealth Management Consultant at Financiera Patrimoine, where he focused on optimizing client portfolios through tailored investment planning and tax-efficient strategies. His client-centric approach—rooted in analytical rigor and personalized financial insight—has earned him a retention rate exceeding 90%, underscoring his ability to build trust-based relationships that deliver long-term value.

In this role, Hakim conducted in-depth market research across France and Dubai, identifying high-growth opportunities in real estate and advising clients on acquisitions that strengthened their asset base and improved portfolio performance. His strategic recommendations consistently balanced risk and return, helping clients safeguard wealth while generating sustainable income.

Prior to this, Hakim served as a Wealth Management Consultant and Real Estate Specialist at AS & Associés, where he played a pivotal role in guiding clients through the French property market. By analyzing local trends, designing compliant tax strategies, and managing client acquisitions, he empowered investors to make informed, high-yield decisions. His holistic view of market dynamics and deep understanding of regulatory frameworks allowed him to offer strategic guidance that consistently led to successful outcomes.

Hakim holds an MBA in Corporate Finance from EDC Paris Business School, where he gained a strong foundation in capital structuring, financial modeling, and investment analysis. He also completed a Master’s in Financial Markets as part of a Grande École program, equipping him with advanced skills in portfolio management and market evaluation. His academic background supports a robust professional toolkit, including proficiency in financial planning, compliance, and real estate strategy.

Fluent in Arabic, French and English, both written and spoken, Hakim is adept at navigating multicultural environments and working with international clientele. His expertise extends across asset classes, but he maintains a particular focus on real estate as a long-term vehicle for growth and wealth preservation.

At Balfour Capital Group, Hakim brings his passion for precision, strategic thinking, and client advocacy to every project. Whether optimizing tax structures, sourcing international investment opportunities, or tailoring multi-asset portfolios, he consistently delivers innovative, results-driven solutions for a global investor base.

Contact Details

  • h.grissa@balfourcapitalgroup.com

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Website Changes

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.

contact details

  • v.srivastava@balfourcapitalgroup.com

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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.

contact details

  • r.khan@balfourcapitalgroup.com

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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.

contact details

  • md.ferrer@balfourcapitalgroup.com

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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.

contact details

  • md.ferrer@balfourcapitalgroup.com

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Arcadio De Senillosa

Jr. Investment Strategist

Arcadio de Senillosa is a highly skilled professional specializing in business and finance. With a solid track record in esteemed organizations, Arcadio has consistently demonstrated his expertise and proficiency, always bringing a motivated attitude and a diverse range of powerful skills that are highly valuable in the financial sector.

  • Currently working as a portfolio manager responsible for managing around USD 3,000,000.

With a proven track record, Arcadio’s employment history showcases his versatility and adaptability. As a sales consultant at CubeCorp in Sydney, he excelled in understanding his clients’ needs and financial abilities, proposing suitable solutions, and effectively marketing real estate properties to potential buyers. His expertise also extends to managing necessary paperwork, staying updated on real estate markets and best practices, and promoting sales through various channels. Prior to this, his experience as a marketing & sales junior at Seeds of Respect and LUXR in Barcelona equipped him with skills in idea contribution, event organization, promotional activities, social media management, and customer engagement.

Currently working as a portfolio manager responsible for managing around USD 3,000,000, Arcadio demonstrates his proficiency in creating reports on investment performance, maximizing investment returns, and assessing and managing risk based on client needs. Arcadio De Senillosa’s extensive education includes pursuing a Chartered Financial Analyst (CFA) designation from the CFA Institute, a Chartered Market Technician (CMT) certification, and completion of various trading and business-related courses.

contact details

  • a.dsenillosa@balfourcapitalgroup.com

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Adam Solomon Green

Head of Business Development and Long-Term Range Planning

balfour-logo

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.

contact details

  • adam.green@balfourcapitalgroup.com

Edouard Capart

Senior Investment Advisor

Edouard Capart is a high-performing, self-starter, and curious individual with extensive experience in sales and customer relations. With strong problem-solving abilities, long-term customer retention skills, exceptional negotiation capabilities, and effective time management, Edouard has established a robust professional profile. Fluent in French, English, and Spanish (A2), Edouard possesses a unique skill set that enhances his professional interactions and adaptability.

From October 2022 to July 2024, Edouard served as a client solutions associate at GLG in Spain. In this role, he successfully recruited over 250 C-level experts, introducing them to GLG’s services. Edouard worked closely with the team on urgent client requests, timelines, and targets, consistently meeting tight deadlines and project lifecycle demands.

Prior to joining GLG, Edouard was a junior project manager at Sermo in Spain from March 2022 to September 2022. During this period, he managed prospection for medical general practitioners to answer surveys and coordinated survey interview schedules between medical general practitioners and moderators.

From August 2021 to February 2022, Edouard held the position of junior project manager at Aderco in Belgium. His responsibilities included supporting the marketing department with research and minor tasks, assisting the project management team in developing a new application for iPhone and iPad for customers, and supporting environmentally friendly projects, including B-Corp certification. Edouard also managed administrative tasks such as customer invoices and payment processes, logistics activities.

Edouard’s educational background includes a master in project management from the INSA Business, Marketing & Communication School in Barcelona, Spain (2020-2021), and a BBA in Business Administration from the European Business School in Barcelona, Spain (2017-2020), where he earned a triple bachelor’s degree from Switzerland, the UK, and Spain.

Outside of his professional life, Edouard enjoys traveling, social events, and engaging with people, which reflects his sociable and dynamic personality.

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Emmanuel Baiden

Senior Analyst

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.

contact details

  • e.baiden@balfourcapitalgroup.com

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Santiago Besy

Senior Wealth Advisor of Argentina

Santiago Besy is a seasoned financial advisor and broker with extensive experience in capital markets, financial instruments, and insurance products. Currently serving as an Introducer Broker at TIO Markets since November 2023, Santiago specializes in client management, providing comprehensive commercial advisory services to individuals and businesses.

Prior to this role, Santiago held several key positions, including as a financial advisor at FP Markets and BALANZ S.A., where he advised clients on investments in foreign exchange, indices, CFDs, and other financial instruments. His expertise in these areas has helped clients make informed decisions in capital markets, particularly those new to trading.

In previous roles, such as commercial agent at City Credit Capital, Santiago focused on introducing clients to Forex and CFD investments, further honing his ability to guide clients through complex financial landscapes. With experience in life and retirement insurance sales at SMG Life and PvW Broker, Santiago has also demonstrated a strong capability in advising clients on long-term financial planning.

Earlier in his career, Santiago worked in sales, administration, and management, overseeing daily operations in both retail and production environments. Notably, he served as plant manager at El Artesano S.A., overseeing the production of Cormillot-brand ice cream, and as manager at Heladería y Cafetería SUMO, where he handled administrative tasks and customer service.

Santiago is continuously enhancing his skills through ongoing education, including studies toward a bachelor’s degree in chemical sciences at the Universidad de Buenos Aires, a diploma in petroleum engineering, and investment management at the Université de Genève. He has also earned a Higher Technician in Insurance from Instituto Superior Teclab and completed various finance and investment programs from prestigious institutions, including BALANZ University and Universidad Tecnológica Nacional.

With a diverse background spanning financial markets, insurance, and business administration, Santiago brings a wealth of knowledge and a client-centric approach to every role. His dedication to professional development, combined with a deep understanding of financial products, makes him a trusted advisor for clients seeking to achieve their financial goals.

contact details

  • s.besy@balfourcapitalgroup.com

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Tegar Cinka Marizoe

Senior Wealth Advisor of Southeast Asia

Tegar Cinka Marizoe is an experienced professional with a diverse background in infrastructure, construction, mining, and agriculture. With a career that spans both hands-on field supervision and entrepreneurial farming, Tegar has developed a wide range of skills that make him adaptable to various industries.

Beginning his career as a field supervisor at CV Aro from June 2018 to November 2019, Tegar oversaw activities in a community gold mining operation. His responsibilities included ensuring smooth operations and adherence to safety and regulatory standards in the mining sector, showcasing his leadership and attention to detail in a demanding environment. During his time in this role, he honed key skills in auditing, financial accounting, financial analysis, AutoCAD, account management, and advertising, which contributed to his ability to effectively manage the complexities of field supervision.

Tegar’s entrepreneurial spirit led him to pursue his passion in agriculture. As an independent farmer from January 2021 to March 2024, he managed around 15 hectares of farmland, cultivating vegetables such as chilies, onions, and potatoes. The land, owned by his family, provided an opportunity for him to develop his agricultural skills while running a small-scale farming business.

Beyond his professional work, Tegar has a passion for mountain climbing, a hobby that reflects his adventurous and determined nature. His interests in infrastructure and construction align with his long-term career aspirations in industries poised for significant growth and development.

With a combination of practical field experience and technical skills, Tegar Cinka Marizoe is a versatile professional ready to contribute to and thrive in the company.

contact details

  • t.cinka@balfourcapitalgroup.com

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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.

 

contact details

  • h.oberoi@balfourcapitalgroup.com

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Mojtaba Alhulayyel

Senior Wealth Advisor of Saudi Arabia

Mojtaba Alhulayyel is an emerging financial professional with expertise in financial analysis, accounting, and business development. A graduate in Finance from King Faisal University, Mojtaba has a solid foundation in financial analysis and project management, which he leverages to enhance organizational performance and profitability.

Currently, Mojtaba serves as a Financial Analyst at Edrak Global Chartered Accountants and Auditors, where he prepares and analyzes monthly expense reports, reviews financial data, and devises strategies to improve profitability. His keen analytical skills and ability to collaborate effectively with business teams allow him to identify and address factors impacting financial outcomes.

Previously, Mojtaba held roles such as General Accountant at Fourx Trading Co., where he managed customer accounts, reconciliations, and daily transactions, and as a trainee at Global Taste F&B, where he gained hands-on experience in financial analysis, budgeting, and cash flow management.

With additional certifications like the Certified Associate in Project Management (CAPM) and training in fintech and retail banking, Mojtaba stays at the forefront of industry developments. He also combines technical expertise with strong communication and leadership abilities to drive innovation and success.

Mojtaba Alhulayyel is passionate about contributing to the financial and investment sectors through his skills and continuous professional growth. His goal is to always deliver strategic financial solutions that create value for organizations and their stakeholders.

contact details

  • mojtaba.a@balfourcapitalgroup.com

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Hicham Belgoum

Senior Wealth Advisor of UAE

Hicham Belgoum is an accomplished finance and investment professional with extensive experience in venture capital, private equity, and mergers and acquisitions. Currently serving as a director at N1 Blockchain Fund Swiss AG, Hicham plays a pivotal role in expanding the company’s presence in the GCC region, leading fundraising initiatives, and sourcing strategic investments in areas such as Depin, RWA, DeFi, Layer1, and Gaming. He has successfully raised funds from family offices across the GCC, US, and Europe and established key partnerships with regulated crypto funds and market makers. Hicham helped the existing family office expand in the crypto investment sector through crypto trading and venture capital.

Hicham’s career spans over a decade of high-level finance roles, including vice president at Blue Mango Capital, where he led venture capital activities, private equity deals with the Abraaj Group for healthcare acquisitions, and facilitated buy-side transactions in North Africa’s healthcare sector. His expertise includes financial modeling, deal structuring, and negotiation, having worked on acquisitions of oncology centers, radiology centers, pharma companies, and pathology labs. Hicham also played a key role in green financing initiatives, working with institutions such as the EBRD and KfW to implement financing vehicles for SMEs.

With a master’s degree in corporate finance from the National School of Business and Management (ENCG), Hicham has a deep understanding of financial markets and corporate governance. Beyond his professional achievements, Hicham is highly engaged in the broader finance and technology sectors. He has attended numerous investment summits in the GCC and Southeast Asia, including events focused on private equity, venture capital, tech innovations, blockchain, and cryptocurrency. His passion for technology and startups has also led him to participate in panel selections at Endeavor Morocco, where he evaluated and mentored high-potential entrepreneurs. Hicham is also serving as an advisor on the advisory board of some startups in the GCC region and globally.

Throughout his career, Hicham has demonstrated a strong ability to lead cross-functional teams, execute complex financial transactions, and foster strategic relationships with investors, entrepreneurs, and financial institutions. His diverse expertise and strategic mindset continue to make him a key contributor in the fields of venture capital and investment management.

contact details

  • h.belgoum@balfourcapitalgroup.com

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Abdulaziz Al-Ghanyieh

Senior Wealth Advisor of Saudi Arabia

Abdulaziz Al-Ghanyieh is a distinguished investment analyst and strategic leader with extensive expertise spanning finance, trading, human resources, and contract management. With a forward-thinking approach to investment management and a relentless drive for business growth, he consistently demonstrates his ability to optimize operational efficiency and deliver outstanding results across diverse sectors and industries. 

Currently, Abdulaziz balances dual roles: Human Resources Operations Specialist at Napco National, and Trade Finance Consultant at Euro Exim Bank. In his HR role, he spearheads talent acquisition strategies, develops performance management frameworks, and designs impactful employee engagement initiatives. Through his consultancy at Euro Exim Bank, he creates customized trade finance solutions, including letters of credit and export credit insurance, which have expanded the bank’s portfolio and strengthened revenue streams. His expertise in trade finance has not only optimized clients’ cash flow but also fortified the bank’s relationships with global financial institutions. 

In his previous role as a Contracts Analyst with Saudi Aramco’s SASREF in Jubail, Abdulaziz was pivotal in managing high-value contracts, ensuring seamless compliance with corporate policies and regulatory standards. 

He navigated the full contract lifecycle, from drafting and negotiating to conducting risk assessments and streamlining processes. His meticulous attention to detail allowed him to uncover cost-saving opportunities and mitigate risks effectively, supporting the flawless execution of multimillion-dollar projects. 

Abdulaziz’s academic background complements his professional journey. 

He is actively pursuing advanced leadership training at the London School of Business Administration and holds a Bachelor of Science in Business Administration from Jubail Industrial College. 

His educational credentials are enhanced by a suite of industry-recognized certifications, including the McKinsey Forward Program, J.P. Morgan’s Investment Banking Simulation, PwC’s Management Consulting Simulation, as well as qualifications in Six Sigma Methodology, data-driven decision-making, financial modeling, and advanced Excel. Throughout his career, Abdulaziz has proven his commitment to continuous learning, operational excellence, and impactful leadership. 

Known for his strategic vision and the ability to capitalize on growth opportunities, he is a valued asset in any organization. His multifaceted skill set and diverse experience enable him to approach complex challenges with a holistic perspective, ensuring long-term success and transformative growth.

contact details

  • abdulaziz.ag@balfourcapitalgroup.com

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bruno-da-silva-vassallo

Senior Wealth Advisor of United Arabs Emirates

Bruno Da Silva Vassallo is an experienced finance and investment professional with a strong background in FOREX trading, stock analysis, brand-building, and digital marketing. Based in Dubai, Bruno combines analytical acumen with practical expertise, supported by an MBA in Finance from Cruzeiro Do Sul in Brazil and a Fintech Industry Professional certification from the Corporate Finance Institute (CFI) in Dubai. Bruno is well-positioned to navigate diverse financial markets and build client relationships across cultures.

Bruno has excelled in various roles throughout his career. At Investing.com as a Stock Analyst, he applied his expertise in financial modeling and trend analysis to build comprehensive investment strategies. He evaluated national and international economic conditions, advised on stock recommendations, and created detailed reports to forecast revenue, profitability, and expenses. His work involved gathering and assessing complex data to provide clients with actionable insights for portfolio optimization.

As a FOREX Trader at Infinity FOREX, Bruno managed a substantial $1 million capital portfolio and consistently surpassed profit targets. He leveraged his understanding of FOREX markets, cryptocurrencies, and commodities to develop and implement strategies for over 100 products. His keen eye for market trends allowed him to exceed an 89% profit goal, demonstrating his capacity to generate high returns in a dynamic and competitive trading environment. Additionally, he regularly produced detailed reports on major indexes, providing data-driven guidance for strategic investment decisions.

In his role as an Affiliate at OKX, Bruno played a key role in strengthening brand awareness and fostering stakeholder relationships. He utilized his skills in public relations and internet marketing to develop targeted resources that met the needs of diverse audiences, enhancing the visibility and reputation of the OKX brand within the digital finance community. His ability to manage challenging situations with ease contributed to a positive brand experience, solidifying relationships with key clients and partners.

Bruno’s career demonstrates a strong foundation in finance, investment analysis, and customer service, with a dedication to continuous growth in the ever evolving fintech landscape. Known for his solution-oriented approach, attention to detail, and exceptional communication skills, Bruno is well-equipped to deliver strategic value in the fields of finance, digital marketing, and investment.

contact details

  • b.silva@balfourcapitalgroup.com

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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.

contact details

  • d.mark@balfourcapitalgroup.com

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Romain Jedrzejewski

Senior Wealth Advisor of France

Romain-Jedrzejewski

Romain Jedrzejewski is a driven and versatile professional specializing in wealth management and financial advisory, with expertise in portfolio management, investment strategies, and project development. His academic background includes a Bachelor’s degree in Economics and Management from ISG Institut Supérieur de Gestion and ongoing Master’s studies in Wealth Management with a Finance specialization.

Additionally, he has pursued international studies in entrepreneurship at Laval University, Quebec, focusing on innovative business creation and project management.

Romain’s professional journey demonstrates his entrepreneurial spirit and dedication to excellence. Since 2021, he has managed a client portfolio with an impressive annual ROI of 136%, showcasing his deep understanding of financial markets and strategic planning. As a Financial Advisor at OVB, he has specialized in wealth management, retirement planning, and tax optimization, prioritizing client satisfaction through tailored solutions.

In 2022, Romain initiated and developed two distinct projects, collaborating with teams to bring ideas to fruition. Earlier, as a Training Programming Intern at Rise Up, he contributed to designing and launching an online training program, reflecting his interest in digital innovation.

Equipped with technical skills in programming (HTML, CSS, JS, MySQL), graphic design tools (Canva, Figma, Photoshop), and project management software (Trello, Mindview), Romain is proficient in managing diverse and complex projects. His multilingual abilities in French, English, and Spanish further enhance his adaptability in international settings. With a pragmatic yet innovative approach, he continues to seek opportunities for personal and professional growth within dynamic organizations.

contact details

  • romain.j@balfourcapitalgroup.com

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Thamer Alqolaity

Senior Wealth Advisor of Saudi Arabia

Thamer Alqolaity is an experienced business leader and entrepreneur with a robust background in business development, project management, and customer service. Based in Saudi Arabia, Thamer is the founder and manager of Boulevard Vie Co., where he has led teams to enhance business performance, market positioning, and customer satisfaction through adaptive management and strategic growth initiatives. His approach is grounded in a systems-thinking perspective, enabling him to analyze situations holistically and drive targeted improvements.

With a career spanning multiple industries, Thamer’s expertise includes roles such as Project Manager and Co-Owner at Tanal Holding Global Group, where he oversaw project execution. He also served as a Customer Service Team Manager at Saudi Telecom Company. His leadership at Saudi Telecom was recognized with commendations from the company’s President, VP, GM, and Center Director for his commitment to service excellence, employee training, and marketing strategy development.

Thamer’s academic credentials include a Bachelor of Arts in Business Studies with a focus on Systems Practice from Arab Open University, where he honed his skills in business behavior, strategy, and systems thinking. He has also completed an Entrepreneurship program with Empretec under the United Nations, focusing on overcoming business challenges and capitalizing on growth opportunities.

A critical thinker with certifications in business analysis, he brings a rich skill set in performance management, strategic decision-making, and corporate governance, making him a dynamic leader equipped to navigate complex business landscapes and foster sustainable growth.

contact details

  • t.alqolaity@balfourcapitalgroup.com

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Bruno Sebastián Aguilera Pucciarelli

Senior Wealth Advisor of Paraguay

Bruno Sebastián Aguilera Pucciarelli is an aspiring economist currently pursuing his degree at Universidad Católica “Nuestra Señora de la Asunción” in Asunción, Paraguay. He brings a solid foundation in administrative work, having served as an Administrative Assistant at Sudameris Bank S.A.E.C.A., where he gained valuable experience in customer service, document management, inventory control, and interdepartmental collaboration. His attention to detail and ability to support internal processes made him a key asset in ensuring smooth operations within the bank.

In addition to his professional experience, Bruno is proficient in English (C1) and German (B2), which enhances his ability to navigate multinational environments. He has also completed courses in anti-money laundering (AML), counter-terrorism financing, operational risk, and proliferation of weapons of mass destruction, demonstrating a commitment to understanding critical regulatory issues in the financial sector.

Bruno is currently expanding his technical skills with training in Power BI, which will enable him to analyze data more effectively and support decision-making processes in his future career. His ambition to grow professionally and personally in environments that foster innovation and development positions him as a proactive and dedicated individual, eager to contribute to the socioeconomic progress of his community and beyond.

contact details

  • b.aguilera@balfourcapitalgroup.com

Manuel Lamas

Senior Wealth Manager

Manuel  Lamas is an experienced investment professional with a diverse background in finance, portfolio management, and executive leadership. He holds an MBA from IE Instituto de Empresain Spain, a Master in Finance from IBMEC (Instituto Brasileiro de Mercados de Capitais) in Brazil, and an undergraduate degree in Economics. Additionally, he is an accredited Investment Fund Manager by CVM (Brazilian Securities and Exchange Commission) and a Certified Portfolio Manager (CGA) from Anbima (Brazilian Financial and Capital Markets Association).

Over the years, Manuel Lamas has held various leadership roles in prominent financial institutions. In 2022, he became a partner at Mosaix Consultancy, providing strategic advisory services in investment management and financial markets. Prior to that, he served as Chief Investment Officer (CIO) at Macroinvest Gestão in Brazil from 2019 to 2021, where he was responsible for overseeing investment strategies and portfolio performance. From 2016 to 2018, he was the CEO of Roma Asset, managing the firm’s operations and client portfolios. Earlier in his career, he held significant positions at AVAT Investimentos (2012-2015) as Partner/CIO, XP Investimentos CCTVM (2009-2011) as Fixed Income Director, and Schroder Investment Management Brasil DTVM S.A. (2007-2008) as Director of Multimarket Funds Management. He also served as CIO at BESAF, the asset management company of Banco Espírito Santo Brasil(2004-2007), overseeing the firm’s funds and portfolio management department.

Earlier roles in Manuel  Lamas’s career include managing portfolios at Credit Suisse Private Banking (Spain, 2001-2003), serving as Fixed Income and Derivatives Director at Fleming Asset Management (Brazil/UK, 1997-2000), and handling trading operations at Pluribank DTVM (Brazil, 1993-1997). He also gained valuable experience working at Citibank (Spain, 1992-1993) and Citibank (Brazil, 1989-1991), specializing in interbank market operations and currency transactions.

In addition to his extensive professional experience, Manuel  Lamas has pursued continuous education and training in various aspects of financial management. He has completed courses in Hedge Fund Management at London Business School (2008), Global Tax Planning for Private Clients at Credit Suisse (2003), and Portfolio Management for Private Banking (2002) at Delta Investigación Financiera and Credit Suisse in Spain. He also completed Portfolio Management II at the New York Institute of Finance in 2000.

Fluent in both English and Spanish, Manuel Lamas combines his deep knowledge of financial markets with a global perspective, making him a respected leader in the investment industry.

contact details

  • mcerdeirinalamas@gmail.com

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David Agyei Mpettey

Senior Wealth Advisor of United Arabs Emirate

David-Agyei-Mpettey

David Agyei Mpettey, a distinguished project management and leadership professional, brings over two decades of expertise across organizational leadership, corporate strategy, construction, real estate, and property management. A PhD candidate in Strategic Management and Leadership at IIC University of Technology, Cambodia, David has consistently demonstrated excellence in fostering organizational growth, optimizing real estate investments, and delivering impactful academic mentorship.

David’s career is marked by key leadership roles across diverse sectors. Currently serving as a Senior Property Consultant at DOO Group in Dubai, UAE, he drives real estate market research and negotiation strategies while managing a high-performing team of property consultants. Simultaneously, he shares his wealth of knowledge as a Lecturer at the Kwame Nkrumah University of Science and Technology, Ghana, teaching courses on project and strategic management and mentoring the next generation of leaders.

With an EMBA in Project Management from the University of Ghana Business School and a BSc in Building Technology from Kwame Nkrumah University of Science and Technology, David is also a certified Project Management Professional (PMP) and a Fellow of the Chartered Institute of Leadership and Governance (CILG-USA). His additional credentials include a leadership certification from Harvard.

David’s diverse career includes roles such as Business Coordinator at New Modern World Co. Ltd., Ghana, where he spearheaded business strategy development and performance evaluation, and Program Coordinator at the Chartered Institute of Leadership and Governance, Ghana, where he led leadership training programs. His expertise also extends to property consultancy, construction project supervision, and facilities management through his tenure with organizations such as Intrastate Global Ltd., Dezignaid Ghana Ltd., Stanbic Bank Ghana, and the National Investment Bank of Ghana.

contact details

  • david.m@balfourcapitalgroup.com

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Lee Ho Jun

Senior Wealth Advisor of South Korea

Lee Ho Jun is a highly accomplished executive with over two decades of experience in energy business development, project management, and strategic leadership across domestic and global markets. Most recently, Lee served as the CEO of Golden Family Development Co., Ltd., where he spearheaded multiple initiatives, including the Nduns Payment App business, and represented EMB, a subsidiary of Indika Energy Group, in Korea. His role encompassed the development of projects in renewable energy, such as electric vehicles (EVs), e-scooters, lithium-ion batteries, and real estate ventures in Sinmokdong.

With a strong background in renewable energy, Lee held senior positions in several prominent companies, including CS Enertech, where he was the marketing & sales general manager. He developed advanced lithium-ion battery packs for electric vehicles and industrial equipment, collaborating with industry leaders like Hyundai Motors, Volvo Construction Equipment, and Doosan Infracore. Lee’s global experience also extended to markets in Southeast Asia, including energy business projects in Thailand, Vietnam, and Indonesia.

Earlier in his career, Lee served as the director of global energy business at Dong-A Steel Technology and as business development director at Asia Cube Energy. In these roles, he was responsible for developing large-scale photovoltaic (PV) projects and energy storage systems (ESS), managing partnerships, securing government approvals, and executing energy projects in Korea and abroad. His strategic planning and business development skills have been instrumental in forging partnerships with key players, such as the Korea Rural Community Corporation and the Saemangeum Development & Investment Agency.

Lee’s extensive expertise in renewable energy began with his tenure as a project manager at Samsung C&T Co., Ltd., where he worked on major renewable energy projects in Canada, the USA, and Italy, including a 130MW PV project in California and a 2.5GW renewable energy project in Ontario. His engineering background and hands-on approach to energy design and simulation were critical in the successful execution of these projects.

Lee holds an EMBA from Aalto University in Finland, an MBA from aSSIST in Korea, and a bachelor’s degree in architectural engineering from Korea University. His diverse educational background, combined with his deep knowledge of energy markets and renewable technologies, makes him a leader in the industry.

With a proven track record in managing complex energy projects and a passion for sustainable development, Lee Ho Jun continues to drive innovation and excellence in the fields of energy and business development.

contact details

  • h.jun@balfourcapitalgroup.com

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Rodrigo Gutierrez Arce

Senior Wealth Advisor of Bolivia

odrigo Gutierrez Arce is a distinguished financial executive with over 27 years of experience across various industries, including banking, finance, automotive, mining, construction, and government institutions. His expertise spans corporate finance, risk management, financial restructuring, and strategic business development, making him a versatile leader in both private and public sectors.

Currently, after working for 27 years as a professional and prominent Manager in several companies in Bolivia, I am transitioning to becoming an investment entrepreneur and independent professional in Finance field in Dubai (UAE).

Rodrigo was the Chief Financial Officer (CFO) at Crown Ltda. in Bolivia until November 2024, where he overseed financial management, strategic planning, and operational efficiency. Under his leadership, the company successfully transitioned from a financial crisis to profitability, achieving significant cost reductions and securing $85 million in new debt financing. His innovative strategies have led to a 65% increase in vehicle sales and improved operational processes.

Previously, Rodrigo held key roles such as CFO at Inversiones Sucre S.A., where he guided the company through bankruptcy recovery, and as a Member of the Board of Directors at Empresa Siderúrgica del Mutún, overseeing one of South America’s largest iron deposits. He also served as Chief Operating Officer of the Bolivian Stock Exchange, where he implemented the SMART Electronic Trading System, increasing market volume by 20%.

Rodrigo’s contributions to the automotive sector as CEO and CFO of Toyosa S.A., the exclusive distributor of Toyota vehicles in Bolivia, were transformative. He spearheaded the company’s entry into the Bolivian Stock Market and expanded annual sales from 900 to over 6,000 units, significantly boosting profitability. His leadership also extended to launching new product lines and creating a successful insurance brokerage firm.

Academically, Rodrigo is economist thatcompleted a course and obtained a diploma for PhD in Financial Economics from the Universidad Autónoma de Madrid (need completing thesis to gain full PhD status), a Master’s in Banking and Finance from Universitat Pompeu Fabra, and a Diploma in Artificial Intelligence from Universidad Mayor de San Andrés. His research has focused on credit risk assessment models and financial optimization techniques. Additionally, he has shared his knowledge as a professor at several Bolivian universities, teaching finance, risk management, and project feasibility.

Rodrigo is known for his strategic vision, resilience, and problem-solving abilities. His leadership has been instrumental in driving organizational growth and navigating complex financial landscapes. With a commitment to excellence, Rodrigo continues to make significant contributions to the industries he serves.

contact details

  • rodrigo.g@balfourcapitalgroup.com

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Happy Mhlanga

Senior Wealth Advisor of Zimbabwe

Happy Mhlanga is a seasoned finance professional with over a decade of experience spanning investments, credit operations, financial structuring, and business development. Holding the prestigious Chartered Financial Analyst (CFA) and Financial Modeling & Valuation Analyst (FMVA) certifications, Happy has established himself as a key player in driving financial performance and strategic decision-making across diverse industries.

Currently serving as the head of investments, credit operations, and business development at Fidelity Life Assurance of Zimbabwe, Happy has been instrumental in recommending investment opportunities to executive management and boards, preparing in-depth financial reports, and overseeing key corporate finance transactions. His expertise in portfolio management and investment analysis has resulted in consistent growth, notably improving profitability by 25% in one quarter and securing significant funding acquisitions.

In addition to his current role, Happy has demonstrated strong leadership during his tenure as the acting head of finance at Fidelity Life Assurance, where he managed treasury and cash flow, prepared financial reports, and improved internal controls. His work in implementing the IFRS 9 model has strengthened the organization’s financial reporting standards, and his leadership in ESG reporting has been pivotal for the company.

Happy’s extensive experience also includes serving as the chief accounting officer at Hacharshem Pvt Ltd, where he conducted financial modeling and forecasting, and as an investment manager at F.M.C Financial Services, where he led macroeconomic research and investment strategies. He has a proven track record in analyzing business results, monitoring compliance, and developing financial solutions that align with business goals.

A graduate of the National University of Science and Technology with a Master of Science in Finance and Investment, Happy continues to leverage his expertise in financial accounting, investment analysis, and corporate strategy to drive growth and innovation. His strong analytical skills, combined with his ability to lead teams and implement strategic initiatives, make him a valuable asset to any organization seeking to achieve its financial objectives.

Happy Mhlanga is committed to excellence in finance, with a focus on fostering sustainable growth through strategic investments and data-driven financial decisions.

contact details

  • h.mhlanga@balfourcapitalgroup.com

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Natalie Charles

Senior Wealth Advisor of France

Natalie Charles is an aspiring finance professional pursuing her Master of Science in International Finance and Investment at École de Management Léonard de Vinci in Paris. With a solid academic foundation and a dedication to financial analysis, corporate finance, and investment strategies, Natalie is focused on building a career in finance. Her educational journey has equipped her with in-depth knowledge of financial instruments, mergers and acquisitions, options, futures, and emerging financial technologies such as ESG, fintech, and cryptocurrencies.

Natalie’s professional career began at Commonwealth Bank Ltd, where she served as the lead foreign exchange clerk from 2019 to 2023. In this role, she maintained an impressive 95% accuracy rate in processing various transactions and collaborated with colleagues across departments, particularly in sales and risk management. She also gained experience in adhering to regulatory requirements and implementing risk management protocols. Additionally, Natalie worked as an accounts receptionist at Commonwealth Bank, assisting with the daily monitoring and reconciliation of general ledger accounts and providing backup support for the Finance Team in tasks related to accounts payable and receivable.

Her earlier experience includes a role as Accounts Payable at Jarol Investment Ltd, where she was responsible for monitoring and reconciling accounts payable aging reports, preparing vendor payments, and managing monthly accruals and account reconciliations. Natalie also completed an internship at Scotiabank in 2012, where she gained valuable insights into financial data analysis, market research, and cross-functional collaboration in a dynamic banking environment.

She holds a Bachelor of Business Administration in Accounting from the University of The Bahamas, where she consistently ranked in the top 10% of her class. Natalie’s commitment to academic excellence is complemented by her practical experience in the finance industry, having worked in several roles that provided her with hands-on experience in financial operations, account management, and foreign exchange.

contact details

  • n.charles@balfourcapitalgroup.com

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Antonio Marcel Collins

Certified Residential Appraiser

Antonio Marcel Collins is an accomplished international business professional and certified residential appraiser with a diverse background in finance, real estate, operations, and international security. A former Navy Operations Specialist, Antonio has demonstrated a strong commitment to achieving his educational and professional goals through rigorous academic pursuits and hands-on experience in various industries.

After serving four years in the U.S. Navy, Antonio transitioned into higher education, graduating Magna Cum Laude from San Diego State University in 2014 with a degree in international security & conflict resolution. He then earned an MBA with a specialization in international business from National University in 2016, where he honed his skills in finance, economics, and client relations.

Antonio’s professional journey began at the U.S. Veteran Administration’s work-study program, where he supported the pharmacy department, gaining experience in data management, organization, and logistics. His career then progressed to academic administration as a site director at Vincennes University, where he managed budgeting, course scheduling, academic advising, and student recruitment. During this time, he developed expertise in client relations, conflict resolution, and educational program management.

In 2015, Antonio joined Wells Fargo as a certified residential appraiser, completing a four-year trainee program to earn his certification. His role involved market analysis, property inspections, and valuations for residential properties, where he excelled in data analysis, customer service, and self-management as a remote employee. Antonio’s comprehensive understanding of market dynamics and risk analysis has been instrumental in delivering accurate appraisals and supporting informed financial decisions.

Antonio possesses a robust skill set, including project management, personnel training, client relations, and proficiency in Microsoft Office and Google Drive. His experiences span operations supervision, risk analysis, academic advising, and property valuation, equipping him with a versatile skill set adaptable to diverse professional environments.

With a global perspective, a solid foundation in business operations, and a proactive approach to client development, Antonio Marcel Collins continues to leverage his extensive experience to drive success in the ever-evolving fields of finance and real estate.

contact details

  • a.collins@balfourcapitalgroup.com

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Mohammed Al-Ghamdi

Senior Wealth Advisor of Saudi Arabia

Mohammed Al-Ghamdi is an accomplished business leader and entrepreneur with over 15 years of experience in the global energy and petrochemical industries. Currently, he serves as the Founder and Managing Director of Mustdam for Energy, where he has successfully built a thriving company focused on industrial projects and trading. Under his leadership, the company has rapidly grown, generating over SAR 16 million in its first year. Mustdam continues to expand with new business units in renewable energy, aligning with Saudi Arabia’s Vision 2030 and sustainability goals. Mohammed is actively collaborating with global technology leaders in solar energy and electric vehicle charging systems to capture emerging opportunities in the region.

Prior to founding Mustdam, Mohammed held a series of senior positions across leading organizations in the energy and chemicals sectors. As Senior Sales Representative at Saudi Chevron Phillips (S-Chem), he played a pivotal role in executing sales strategies that significantly increased the company’s revenue and market share in Saudi Arabia. His efforts contributed over SAR 1 billion in revenue in 2018, surpassing sales targets year after year.

Mohammed also served as a Product Specialist at Methanol Chemicals Company (Chemanol), overseeing global markets for key products like urea and paraformaldehyde. During his tenure, he maximized plant capacity, improved profitability, and expanded into new markets.

Earlier in his career, Mohammed was an international sales manager at Arabian United Float Glass Company, where he successfully promoted products in international markets, developed strategies to enhance the company’s position, and helped turn the company profitable after a period of losses.

His extensive background also includes working at Saudi Basic Industries Corporation (SABIC), where, as a product executive for polymers, he was instrumental in increasing sales by 120% in assigned markets, expanding market share, and optimizing logistics to reduce costs.

Mohammed holds a Master of Business Administration (MBA) from Prince Sultan University and a bachelor’s degree in chemical engineering from King Fahd University of Petroleum & Minerals. Fluent in both Arabic and English, he is known for his leadership, strategic thinking, and ability to drive results across complex business environments.

With his extensive expertise in business development, investor relations, and strategic partnerships, Mohammed is well-positioned to contribute to Balfour Capital Group’s growth.

contact details

  • m.alghamdi@balfourcapitalgroup.com

Dimitris Bakolas

Senior Wealth Advisor of Greece

Dimitris Bakolas is a results-driven investor with a robust academic foundation in biomedical science and molecular biology, blending analytical expertise and research acumen to deliver exceptional financial results. With a diversified investment portfolio spanning securities, real estate, and peer-to-peer lending platforms, Dimitris has established himself as a Champion Popular Investor on eToro, an online retail platform, achieving a +85% total return in 5 years, with an annualized return of over +12.5% as of Q4 2024. His income-focused investment strategy and careful approach to managing risk has garnered the trust of many investors who actively replicate his approach and bebefit from his results. His approach is deceptively simple, emphasising assets that produce a reliable and continuous cashflow while maintaining a potential for appreciation.

Before transitioning to finance, Dimitris accumulated over a decade of experience as a freelance biomedical scientist and molecular biologist, analyzing clinical data and biopsies for hospitals across the UK, USA, and other regions. His scientific background instilled a meticulous attention to detail and a data-driven mindset, which he seamlessly applies to investment management.

In addition to his financial and scientific endeavors, Dimitris co-founded and managed an online store that became the third largest in Greece within four years. This entrepreneurial success highlighted his business acumen, strategic planning, and customer relationship management skills. He is also a certified insurance agent in Greece and the EU, working with one of the biggest insurance companies in the world.

Dimitris’ expertise spans financial analysis, portfolio management, risk assessment, and communication, making him a multifaceted professional poised to succeed in dynamic and interdisciplinary environments.

contact details

  • d.bakolas@balfourcapitalgroup.com

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Edward Chin

Senior Wealth Advisor of Malaysia

Edward Chin is a dynamic e-commerce expert, corporate strategist, and business developer with extensive experience in start-ups, equity crowdfunding, and market expansion. With a proven track record in senior management roles, Edward is passionate about driving innovation and business growth.

Currently, Edward serves as a Client Trust Advisor for the Hong Kong Fiduciary Association Limited, where he educates and empowers members with global assets. In collaboration with leading international trust companies, Edward provides tailored strategies to safeguard family legacies and ensure seamless inheritance.

Previously, Edward held the role of President of Investor Relations at HFU Capital Group, where he coached SMEs and technology start-ups, assisting them in fundraising and strategic growth. His tenure as Vice President of Partner Ecosystems and Global Operations at Aerodyne Group saw him lead market expansion efforts across Europe and South America and contribute to three major M&A transactions. He was instrumental in raising $30 million in pre-Series C funding and managing Aerodyne’s global subsidiaries in over 36 countries.

Edward’s expertise in regional business development was also demonstrated at Eureeca, where he led Southeast Asian operations, building strategic partnerships with venture capitalists, private equity firms, and high-net-worth individuals. His achievements include pioneering the Digital Free Trade Zone at Malaysia Airports Holdings Berhad in partnership with Alibaba Group, and developing growth strategies at Celcom Planet to drive $100 million in gross merchandise value.

In addition to his corporate roles, Edward is actively involved in mentorship and coaching. He has been invited to guide students and entrepreneurs through initiatives at Bursa Malaysia, Hong Leong Bank Berhad, Monash University, and other institutions. He is also the Charter Vice President of the Rotary Club KL Dynamics, where he spearheads initiatives in climate change, circular economy, and community impact programs, reaching thousands of participants across Malaysia.

Edward holds a Bachelor’s degree in Business and Commerce from Monash University, Malaysia, and has completed certifications in Private Equity, Investment Risk Management, and Generative AI. His adaptability and dedication to community impact distinguish him as a versatile leader and strategic advisor in the evolving global business landscape.

contact details

  • e.chin@balfourcapitalgroup.com

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Liam Whitlock

Senior Account Executive of USA

Liam Whitlock is a versatile professional with extensive experience in AI, fintech consulting, sales management, and financial services. His career spans over two decades, during which he has contributed to various industries, spanning finance, technology, health, retail, and international trade. He has worked with various industries, including banks, technology firms, insurance agencies, and government organizations. With a deep understanding of market dynamics and an ability to adapt to rapidly evolving business environments, Liam has consistently driven growth and innovation in every role he has undertaken, leveraging technology.

Currently, Liam serves as an AI/fintech technology consultant, advising both B2C and B2B clients on cutting-edge fintech, AI crypto, blockchain, and telecom solutions. He has a global macro view and integrates technology and international finance in various asset classes from startups, venture capital, hedge funds, and private equity. Before this, he worked as a fintech sales consultant manager at Global Payments Inc., providing strategic guidance to clients on SaaS, PaaS, and IaaS solutions, emphasizing API integration for businesses of all sizes.

Liam’s diverse experience includes serving as the sales manager at Twice Bitten, where he implemented Alex Hormozi’s sales and marketing strategies of Acquisition.com to grow the business to over seven figures from scratch. Additionally, he has held roles in financial services, such as a personal banking consultant at IBC Bank, advising clients on investment products, portfolio analysis, and digital payments, leveraging his expertise in blockchain technology. He also worked as an international trade representative for the Oklahoma Department of Commerce, specializing in partnership deals such as M&A and joint ventures.

Academically, Liam is well-versed in international economics and finance, holding a BA in International Relations/International Economics from the University of Pennsylvania, Lauder Institute. He further advanced his knowledge through graduate certificates from Stanford University (Engineering and Technology in Fintech), Harvard Business School in Management, and the University of Oxford (International Economics). He is also a Certified Hedge Fund Professional (CHP) and Certified Private Equity Professional (CPEP) from the Hedge Fund Group. He also has diplomas in financial trading and digital marketing from Shaw Academy.

With his broad expertise and commitment to continuous learning, Liam Whitlock brings strategic insight, innovative thinking, and a results-driven mindset to all his professional endeavors. He focuses on helping clients maximize Alpha and stay on the cutting edge of trends and emerging technologies with a solid risk management strategy.

contact details

  • l.whitlock@balfourcapitalgroup.com

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Muhammad Khurram Khan

Senior Wealth Advisor of Pakistan

Muhammad Khurram Khan is an accomplished senior professional in investor relations and fundraising, currently working with a Fortune 100 infrastructure investor. He brings extensive experience in promoting investments and managing strategic relationships with investors across diverse regions, including Asia, the United States, MENA, and Europe. With a solid foundation in financial markets, investment advisory, and partnership development, Muhammad has a proven track record of delivering successful fundraising strategies and fostering high-value partnerships.

As the head of investor relations and fundraising at China Communications Investment Group, Muhammad leads the global investor relations team, manages strategic investment relationships, and provides critical input on the company’s long-term investment strategies. His responsibilities include developing a global network of potential partners, organizing investor communications and events, and completing extensive due diligence on potential investment opportunities. Muhammad’s leadership has been instrumental in securing new investment opportunities and enhancing the company’s visibility in international markets.

Prior to this, Muhammad served as an investment advisor within the same organization, where he promoted domestic and foreign investments, oversaw investor-related projects, and ensured compliance with regulatory requirements. His ability to develop and maintain relationships with investors, along with his expertise in financial analysis and due diligence, has been a key factor in his success.

Muhammad’s previous experience includes leadership roles at Mi Group, where he appraised greenfield and brownfield investment opportunities and led strategic partnerships, joint ventures, and co-investment relationships. He also worked at Mondial LLC in Dubai as an investment consultant, where he advised high-net-worth clients on investment strategies and asset allocation, promoting complex financial products and developing tailored financial solutions. His career also includes a role as an investment analyst at Magnus Investment Advisors Ltd., where he managed multi-asset portfolios for institutional clients, including Unilever and IBM, providing detailed performance reports and advising on portfolio management.

Throughout his career, Muhammad has demonstrated a deep understanding of financial markets, infrastructure investments, and public-private partnerships. He has successfully negotiated multi-billion-dollar projects, including securing tax incentives and legal concessions for major infrastructure investments. His work has had a tangible impact, such as increasing the economic impact of a flagship Special Economic Zone project by USD 1 billion.

Muhammad’s expertise spans investment management, fundraising, financial modeling, and strategic relationship building, making him a highly valuable asset to any organization. His leadership skills and ability to navigate complex investment landscapes have consistently delivered positive outcomes for his clients and employers.

Muhammad began his academic journey with a BSc. (Hons) in Economics from the Lahore University of Management Sciences, followed by specialized training, including a certificate in Forecasting Financial Markets from the London School of Economics. His commitment to continued professional development is evident through his completion of advanced certifications, including the Public Private Partnership Financial Modeling Course and Financial Engineering Certification. He has also pursued CFA Level-I and passed the International Securities & Investment exam from CISI, UK.

Today, Muhammad continues to leverage his broad expertise in investment strategy and investor relations, seeking new challenges that will allow him to further contribute to the growth and success of global infrastructure projects.

contact details

  • m.khurram@balfourcapitalgroup.com

Diego Montano

Senior Wealth Advisor of Peru

Diego Montano is a highly skilled and results-driven economist with a strong foundation in corporate finance, financial analysis, and investment evaluation. Currently serving as a financial analyst at Ingram Micro Holding Corporation in California, USA, Diego specializes in developing automated financial models, conducting feasibility analyses, and optimizing financial strategies. His ability to create advanced valuation models and predictive analytics has consistently driven strategic decisions that enhance value and mitigate risks.

With a diverse background, Diego has held roles across various sectors. He was a credit portfolio intern at ETNA S.A. in Lima, Peru, where he contributed to credit restructuring and portfolio profitability improvements. Additionally, as a finance intern at MSD LATAM, he facilitated cross-border fund transfers and developed cash flow forecasts for the LATAM cluster, further honing his expertise in financial operations across multiple markets.

Diego’s academic background includes a Bachelor of Science in Economics from Pontificia Universidad Católica del Perú (PUCP), where he led the Asset Management division of the Finance and Investment Club. His extracurricular activities reflect his leadership in managing risk and portfolio strategies, integrating advanced financial models, and analyzing market trends.

Beyond his professional and academic achievements, Diego has garnered recognition through his participation in trading competitions and the development of innovative financial tools, including deep learning models for asset price prediction. With a passion for leveraging data and financial insights to drive results, Diego Montano is poised to make a significant impact in the field of finance and investment.

contact details

  • d.montano@balfourcapitalgroup.com

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chaimaa-mohammad

Senior Wealth Advisor of United Arab Emirates

Chaimaa Mohammad is an accomplished professional with a diverse background in customer service, guest relations, and administrative support. She is also an active real estate agent in the UAE. She underwent intensive training at BCG, which provided her with comprehensive sales and financial skills. She holds a Bachelor’s degree in Business Administration and an LLB from Cairo University, complemented by a Cabin Crew certification from Blue Ocean Academy in Dubai.

Chaimaa’s career began in customer service with Attijariwafa Bank in Morocco, where she provided high-quality client support. She then transitioned to administrative roles, serving as a Secretary at Etihad Consultancy & Business Services, where she managed schedules, handled correspondence, and organized client appointments. Her customer-centric skills were further refined at the VIP Terminal in Abu Dhabi Airport, where she worked as a Customer Service In-Charge, ensuring premium service for high-profile clients.

From 2016 to 2018, Chaimaa served as a Guest Relations and VIP Department Supervisor at NMC Royal Hospital Khalifa in Abu Dhabi. In this role, she was responsible for enhancing patient experiences by overseeing patient care processes, addressing concerns, and maintaining compliance with healthcare standards. Her responsibilities included coordinating patient flow, safeguarding confidentiality, and managing administrative functions to ensure seamless operations. Additionally, Chaimaa has experience as a personal assistant to a CEO.

Alongside her professional pursuits, Chaimaa volunteers with the UAE Red Crescent, demonstrating her commitment to community service. Known for her professionalism, dedication, and adaptability, Chaimaa is focused on delivering exceptional service and operational excellence across diverse roles.

contact details

  • c.hefiane@balfourcapitalgroup.com

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Bizhen Wang

Regional Manager - China

毕业于厦门大学,2007年国内创业成立两家公司运营及管理有了深厚的业界资深分析市场动态经验,拥有超十六年金融市场分析和交易经验,取得一级理财规划师及高级外汇分析师、高级心理咨询师、经济心理学及博弈心理学。热爱交易对金融衍生品市场充满着信心,具有对外汇未来走势的分析及判断能力,对几大国家全流通货币能把握汇率的波动规律,从中能稳定获利,在交易中也取得过骄人的业绩,年收益率90%,多次获得中国金融衍生品100人论坛优秀专业人才- 一“最优交易员&最佳外汇分析师”称号。

Bizhen graduated from Xiamen University. In 2007, she founded two companies in China for operation and management. She has profound experience in analyzing market dynamics in the industry, with more than 16 years of experience in financial market analysis and trading. She has obtained the first level CHFP, Senior Foreign Exchange Analyst, and Senior Psychological Counselor. She also took economic psychology and game psychology courses. She has a passion for trading, and she is confident in the future of the financial derivatives market. She has the ability to analyze and judge the trend of foreign exchange. She can grasp the fluctuation rules of exchange rates for currencies in circulation in several major countries and make stable profits. She has also made outstanding achievements in trading performance, with an annual return rate of 90%. She has been awarded the title of “Best Trader & Best Foreign Exchange Analyst” by China Financial Derivatives 100 Forum Outstanding Professionals many times.

contact details

  • bizhen.wang@balfourcapitalgroup.com

Akhat Mussabayev

Senior Wealth Advisor of Hong Kong

Akhat Mussabayev is a dynamic entrepreneur and engineer with a diverse background in technology, innovation, and business development. He is the Founder and CEO of ARDO Group Limited, a company dedicated to reducing food costs for restaurants and minimizing food waste in Hong Kong through a surplus marketplace. Since founding ARDO in May 2023, Akhat has led the company’s overall development, focusing on B2B sales, lead generation, team management, product management, and hiring.

Prior to ARDO, Akhat founded Brain Tutor in May 2020, an innovative educational center aimed at helping students from Kazakhstan secure admissions to universities abroad. His passion for education and empowering others drove the success of this venture until its conclusion in December 2021.

Akhat also has extensive experience as an electrical engineer. Most recently, he worked at NV5 Mission Critical from March 2023 to November 2023, where he was involved in commissioning mission-critical systems for top-tier data centers and technology companies in Hong Kong. He also held the role of Electrical Engineer at Urbanchain Group Limited from June 2021 to March 2023, where he managed various projects involving IoT devices, PCB design, manufacturing, research, and development. His work focused on developing AI solutions for smart parking systems.

Throughout his career, Akhat has demonstrated his leadership abilities through his involvement with the PolyU E-Formula Racing Team, where he led the electrical engineering team in managing EV battery development, induction motor wiring, and IoT PCB design within the vehicle. He also served as a quality assurance tester for Parkingbnb from April 2022 to April 2023, ensuring the functionality of web platforms and mobile apps.

Akhat holds a wide range of technical and managerial skills, including B2B sales, lead generation, out-of-the-box thinking, team management, and product development. He is proficient in tools such as Apollo.io, HubSpot, and AutoCAD, and is experienced in coding.

Akhat’s interests include entrepreneurship, robotics, 3D modeling, mechatronics, and startup innovations, reflecting his passion for technological advancements and business growth. With a proven track record in business leadership, engineering, and innovation, Akhat Mussabayev is poised to continue making impactful contributions in both the tech and business sectors.

contact details

  • a.mussa@balfourcapitalgroup.com

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Miguel Ramirez

Senior Wealth Advisor of Netherlands

Miguel Ramirez is an accomplished financial professional with extensive experience in treasury, capital markets, and trading. His career spans several years in both Latin America and Europe, where he has excelled in managing portfolios, conducting financial analyses, and executing high-level trading operations across various markets.

Miguel’s most recent role was as a sales & trader at Arpenta Valores S.A. in Buenos Aires, Argentina, where he worked from October 2018 to March 2023. During this time, he managed client portfolios, executed trades in both fixed and variable income markets, and conducted in-depth trading analysis using tools such as Bloomberg, TradingView, and MetaTrader 4. His expertise extended to managing the flow of sovereign bond funds and operations in over-the-counter (OTC) markets.

Before joining Arpenta, Miguel served as a financial analyst at CFA at Compañia Fiduciaria Americana in Buenos Aires from May 2017 to October 2018. In this role, he analyzed various financial projects and managed private financial trusts and public offering trusts, providing essential financial insights and support.

Miguel began his career at Banco Banesco in Caracas, Venezuela, where he held the position of credit analyst and account executive from February 2012 to March 2015. His responsibilities included analyzing commercial credit within the energy banking sector, with a particular focus on state contractors in the oil industry. He also presented credit analyses to the board of directors and managed business banking portfolios for companies importing medicines and food.

In addition to his professional experience, Miguel holds a bachelor’s degree in economics from Universidad de Los Andes in Mérida, Venezuela, where he developed a strong foundation in macroeconomics, international finance, and capital markets. He has continued to expand his expertise through certifications in capital markets, futures and options, and data analysis, including recent training in Python and Pandas for data analysis.

Miguel brings a global perspective to his work, with a deep understanding of the challenges and opportunities in Latin American and international markets. His passion for capital markets, combined with his analytical skills and hands-on experience in the financial sector, positions him as a valuable asset for any organization looking to excel in the world of finance and trading.

contact details

  • m.ramirez@balfourcapitalgroup.com

Abdullah Mohammed AlBanayan

Senior Wealth Advisor of Saudi Arabia

Abdullah Mohammed AlBanayan is an emerging finance professional with a solid foundation in actuarial and financial mathematics, holding a Bachelor’s degree from King Saud University. Currently positioned as an Analyst at Artal Capital, Abdullah is involved in various critical finance operations, including daily reconciliation, NAV reviews, pre-trade checks, and both monthly and quarterly reporting. His responsibilities also extend to creating pitch book presentations and developing quarterly factsheets, reflecting his analytical acumen and attention to detail.

Previously, Abdullah completed a COOP internship at Artal Capital, where he gained hands-on experience in financial modeling and reporting, further strengthening his proficiency in finance and investment management. He is committed to refining his analytical skills and is a CFA Level I candidate.

Abdullah’s dedication to continuous learning is also evident in his completion of certifications like the IFCE3 and CME-1. Bilingual in Arabic and English, Abdullah is a motivated team player with a passion for financial markets and a drive to contribute to organizational success in the finance industry.

contact details

  • a.albanayan@balfourcapitalgroup.com

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Steven Sentosa

Senior Wealth Advisor of Southeast Asia

Steven Sentosa is an accomplished banking and finance professional with extensive experience across multiple sectors, including commercial funding, business development, and corporate finance. With a solid foundation in banking products and services, Steven has excelled in roles at leading financial institutions such as Bank Sinarmas, Maybank Indonesia, UOB Indonesia, and ANZ Panin Bank.

Currently serving as the business manager for commercial funding (AVP) at Maspion Bank, Steven is responsible for managing a team of relationship managers while focusing on increasing total funding AUM through client retention and acquisition. His expertise in business development is evidenced by his previous role as subbranch manager (AVP) at Sinarmas Bank, where he successfully exceeded key performance targets, including a CASA budget of 33 billion IDR and achieving 40 billion IDR in 2022.

Steven’s career also includes a notable achievement at Maybank Indonesia, where he accomplished to grow his AUM of 400 billion rupiah (USD 25 million). At UOB Indonesia, Steven demonstrated his ability to develop collaborative partnerships and increase liabilities portfolios, consistently surpassing CASA budgets and achieving remarkable growth in funding portfolios.

A graduate of the University of Indonesia with a Master of Management, and a Bachelor of Agricultural Engineering from the University of Pelita Harapan, Steven is committed to continuous learning and professional development. He has completed several certifications, including BSMR level 1, AAJI, WMI, and Waperd, and is skilled in financial modeling, company valuation, and marketing management.

With a target-driven mindset, strong interpersonal skills, and a keen understanding of the financial landscape, Steven Sentosa continues to make significant contributions to the banking and financial services sector in Southeast Asia.

contact details

  • s.sentosa@balfourcapitalgroup.com

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Sajid Rasheed Khan

Senior Wealth Advisor of Saudi Arabia

Sajid Rasheed Khan is a dynamic and results-driven professional with extensive experience in sales, business development, and financial analysis. He brings a unique blend of technical expertise and strategic thinking, particularly within the construction and oil & gas sectors. Sajid has consistently demonstrated his ability to drive revenue growth, build strong client relationships, and lead complex projects across multiple industries.

He holds a Master of Business Administration (MBA) in Finance and is a CFA Level 3 candidate, showcasing his strong financial acumen. His professional journey has taken him from financial advisory and tax accounting services in the UK to managing technical sales and business strategies in Saudi Arabia. With a proven track record of achieving impressive sales milestones, such as generating over 300 million Saudi Riyals in revenue, Sajid has earned multiple “Best Employee of the Year” awards.

Recently, Sajid transitioned from his role as National Sales Leader at Johnson Controls Arabia to join Balfour Capital Group as a Senior Wealth Advisor in Saudi Arabia. In this new capacity, he aims to leverage his extensive industry experience and expertise in providing financial advisory services to clients by understanding the risk and return profiles of investments and customizing solutions to align with each client’s risk appetite.

Sajid possesses hard skills in financial analysis, investment valuation, portfolio management, and risk management. Additionally, through his CFA studies, he has gained valuable knowledge in ethical standards, quantitative methods, and economics, further enhancing his analytical and decision-making abilities.

Sajid’s broad expertise also includes technical consulting, digital transformation, and organizational development, making him a versatile leader capable of spearheading strategic initiatives that enhance productivity and performance. He is fluent in English, Urdu, Arabic, and French, and possesses technical proficiency in tools like Power BI, AutoCAD, and Salesforce.

With a career spanning various industries, Sajid Rasheed Khan continues to contribute to organizational success through his analytical, data-driven approach, and commitment to delivering high-quality solutions that meet client needs.

contact details

  • s.rasheed@balfourcapitalgroup.com

Shamim Uz Zaman

Senior Wealth Advisor of Bangladesh

Shamim Uz Zaman is an internationally trained legal and business expert with broad experience in legal advisory, human resources, financial law, and management. Currently serving as a Legal Officer, HR & Admin at Gazi International, a member of Gazi Group based in Dhaka, Bangladesh, Shamim has been instrumental in providing legal protection, risk management, and contract negotiation services since February 2022.

In his current role, Shamim reviews and advises on various legal matters, including Memorandums of Understanding (MOUs), contracts, and tender documents. He actively provides management with legal advice on compliance, regulatory matters, and policy development to ensure that all business activities are aligned with statutory obligations. His expertise also extends to litigation management, where he liaises with external legal counsel and manages ongoing legal cases.

In addition to his legal and management skills, Shamim has a strong foundation in IT and academic support, having worked as a Computer Lab Supervisor at Taylor’s University College in Subang Jaya, Malaysia. During this role, he provided technical assistance to students and faculty members and mentored international students in course selection.

Shamim’s career began in sales management at Farid Enterprise in Bangladesh, where he managed a small leather company and helped grow the business by promoting products to nationwide suppliers. His leadership in motivating sales teams and driving revenue growth helped position the company for long-term success.

Shamim holds a Bachelor of Laws (LLB) from the University of London, UK, and a Bachelor’s Diploma in General Business from Conestoga College, Ontario, Canada. His diverse educational and professional background, coupled with his passion for fintech and payment solutions, has equipped him with a unique perspective on the intersection of law and business.

With a proven track record in legal risk management, contract negotiation, and business operations, Shamim Uz Zaman continues to apply his skills to enhance the companies he serves.

contact details

  • s.zaman@balfourcapitalgroup.com

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Tomy Lim

Senior Wealth Advisor of Southeast Asia

Tomy Lim is an accomplished finance and audit professional with over a decade of experience in corporate governance, accounting, taxation, and auditing. His career spans key leadership roles at prominent firms in Indonesia and Singapore, where he has led complex financial projects and delivered expert advisory services.

In his recent role as a manager at PT Financial Insight Services Indonesia, Tomy provides comprehensive bookkeeping, taxation, and financial advisory services to clients. He has built strong client relationships by delivering financial insights, optimizing tax strategies, ensuring regulatory compliance, and executing various project funding. Prior to this role, Tomy was an audit manager at PwC Singapore, where he managed a portfolio of clients in the financial service industry, performed financial analysis, and developed tailored audit plans to address unique business risks.

Tomy has also held key positions at Deloitte Indonesia, where he contributed to international bond and equity offerings, mergers and acquisitions, and IPO projects, demonstrating his deep expertise in corporate finance. His earlier experience includes significant tenures at Ernst & Young Indonesia, where he provided tax advisory and accounting consultancy services and successfully led multiple audit engagements.

Tomy holds a master’s degree in accountancy from Trisakti University and a bachelor’s degree from Kwik Kian Gie School of Business. He has earned several professional certifications, including ASEAN Certified Public Accountant (CPA) and Ujian Sertifikasi Konsultan Pajak (USKP – A). His expertise in financial reporting, corporate governance, and auditing, coupled with his commitment to excellence, makes him a trusted advisor in the financial services industry.

contact details

  • t.lim@balfourcapitalgroup.com

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Azwardy Zulfikar

Senior Wealth Manager of Southeast Asia

Azwardy-Zulfikar

Azwardy Zulfikar is an accomplished marketing manager and business development professional with a strong background in property marketing, finance, and customer relations. With a bachelor’s degree in business, majoring in management from the University of Newcastle, Australia, Azwardy combines academic knowledge with extensive hands-on experience in sales, marketing strategies, and client management.

Currently serving as a marketing manager at PT. Graha Mukti Indah Group since December 2020, Azwardy has been instrumental in planning and executing weekly and monthly marketing strategies. He oversees both online and offline marketing campaigns, manages property agents, and handles negotiations. His role also involves ensuring the smooth administration of sales and staying up to date with the latest industry trends to maintain competitive advantages. A key aspect of his work is fostering and maintaining strong relationships with clients and relevant stakeholders in the property market.

Prior to his current role, Azwardy worked as a marketing executive at PT. Ciputra Development, Citraland Kendari & Citraland Surabaya, from 2011 to 2020. During this time, he demonstrated exceptional sales skills, earning the “Best Marketing of the Year” award in 2015 and 2016 after selling 88 house units and achieving 26 housing mortgage deals. He was responsible for promoting properties through open houses, advertising, social media, and the corporate website. Azwardy also provided clients with market updates, pricing insights, mortgage advice, and after-sales services, while coordinating property closings and managing negotiations with local contractors.

His early career includes significant roles in the financial sector. At PT. Maybank Indonesia in Surabaya, he participated in the Officer Development Program as an account officer for SME, where he managed business loan relationships, assisted in business credit applications, and conducted financial analysis. At PT. Citibank Indonesia, he worked as a business development associate, acquiring new customers, expanding existing accounts, and providing product recommendations tailored to clients’ financial planning needs.

Azwardy Zulfikar is recognized for his teamwork, analytical, and problem-solving skills. He is an enthusiastic professional adept at establishing long-term, positive relationships with clients, colleagues, and partners. Azwardy Zulfikar continues to leverage his comprehensive expertise in marketing and business development to drive success and innovation in the property market.

contact details

  • a.zulfikar@balfourcapitalgroup.com

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Tawfiq S. Al Rabi

Business Development Manager

Tawfiq S. Al Rabi is an accomplished business development manager and financial markets expert with a proven track record in strategic growth, cultivating high-net-worth client relationships, and leading key initiatives across financial services, media, and consulting.

He began his career at CNBC Arabia as an assistant producer and unofficial researcher, where he gained insights into financial markets and macroeconomic trends, providing in-depth analyses for live programming. His ability to forecast market movements and simplify complex data was crucial for the network.

Moving into financial services, Tawfiq held key roles at SquaredFinancial and Vantage, leading marketing initiatives and building high-net-worth client relationships. At Vantage, he exceeded revenue targets by 120% in one month, demonstrating his growth-oriented approach informed by market risk management strategies.

Tawfiq embraces digital transformation, utilizing digital marketing expertise to enhance client acquisition and retention. He upholds the highest ethical standards in all interactions, aligning with CFA Institute values to build trust and credibility.

He has a foundation in quantitative financial analysis, applying financial modeling and valuation techniques to inform decisions that drive short- and long-term value. His experience spans various asset classes, including equities, fixed income, and derivatives, enabling him to develop well-diversified portfolios.

 

Tawfiq’s global perspective stems from working with local and international clients, tailoring financial solutions to diverse markets. Known for mentoring high-performing teams, his leadership fosters collaboration and professional growth.

Enrolled in the CFA Program, Tawfiq is committed to continuous learning. His background in financial economics from The Hashemite University equips him with strategic thinking to navigate complex financial landscapes.

Tawfiq believes “Knowledge is power, and correct information is its currency.” His career showcases his ability to innovate, identify growth opportunities, and deliver impactful outcomes. An active participant in industry events, he influences the financial landscape through thought leadership and media engagements.

contact details

  • t.alrabi@balfourcapitalgroup.com

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Elías Salvador Varela Viera

Senior Wealth Advisor of Uruguay

Elias Varela Viera is a driven and innovative economist with a deep focus on data science, financial modeling, and artificial intelligence. He holds a Bachelor of Science in Economics from Universidad Católica del Uruguay, where he graduated in July 2024. His academic background is enriched by a minor in Data Science, combining his strong foundation in economics with cutting-edge analytical tools.

Elias currently serves as an assistant in budgeting and management control at Pronto+, part of Scotiabank Group, where he has played a pivotal role in driving financial performance. His work in developing SQL queries and machine learning models has significantly improved decision-making processes, leading to a 25% increase in profitability and reducing financial discrepancies and overdrafts.

In addition to his role at Pronto+, Elias is the co-founder and CTO of Kairos AI Capital, a fintech startup specializing in AI-powered financial advisory and investment models. Kairos AI Capital was selected for the “Business Idea Validation” program by Uruguay’s National Agency of Development (ANDE) and the National Agency of Investigation and Innovation (ANII), where it is receiving funding and mentorship. Elias developed an AI model that optimizes stock market portfolios based on users’ risk profiles, achieving an impressive 353% CAGR over five years. His leadership and technical expertise have positioned Kairos AI Capital as a promising player in the fintech and AI landscape.

Elias is proficient in several programming languages and tools, including Python, R, SQL, and advanced Excel. He has experience with machine learning frameworks such as TensorFlow, PyTorch, and scikit-learn, and has developed solutions in big-data environments using PySpark and Apache Airflow. His ability to combine technical acumen with economic insight allows him to tackle complex financial problems with innovative solutions.

Outside of his professional life, Elias has a passion for music, playing guitar since the age of nine, and enjoys reading about economics, history, philosophy, and mathematics. He brings a unique blend of creativity, adaptability, and analytical thinking to all his ventures, making him a valuable asset to any project or organization. Elias continues to push the boundaries of financial technology and data-driven economic solutions, committed to delivering impactful results and advancing the future of AI in finance.

contact details

  • e.varela@balfourcapitalgroup.com

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Fayçal Chekir

Senior Account Executive of Tunisia

Fayçal Chekir has over thirty years of experience in strategic business development, financial analysis, and investment fund management. He has successfully conducted feasibility studies, managed company operations, and optimized financial performance in the aviation, automotive, and IT services industries.

Fayçal specializes in operational and financial management. His experience includes preparing administrative, legal, and financial documents, negotiating contracts, and managing relationships with financial institutions. He is adept at budget development, P&L analysis, and implementing corrective actions for improved financial performance.

In corporate finance and investment, Fayçal has evaluated companies, structured IPOs, conducted due diligence, and overseen mergers and equity investments. His strategic market insights have guided asset allocation decisions in line with organizations’ financial goals.

Currently, Fayçal is the central development director at Mediterranean Air Service (M.A.S) in Tunisia, where he oversees customer relations, portfolio development, and information system overhaul projects. He also conducts profitability studies for new cargo routes and prepares reports for board meetings.

As managing director at Alpha Ford Tunisia (2021–2023), Fayçal optimized costs through strategic contract renegotiations, implemented a new information system, and managed the budgeting process. He analyzed monthly financials and provided reports to executive committees.

From 1997 to 2021, Fayçal was the sales & cargo operations manager at M.A.S, managing international tenders, contracts, marketing campaigns, and sales strategies. He played a vital role in cargo operations for major airlines at Tunis-Carthage airport.

Between 2002 and 2010, he served as a financial consultant at Medsoft, where he participated in joint ventures, conducted company valuations, raised capital, and implemented cost accounting systems. Fayçal also managed relationships with financial institutions and provided reports to the board.

Earlier, Fayçal worked at Tunisie Valeurs as the head of the research department, managing investment funds, conducting company valuations for IPOs, advising investors, and contributing to strategic bank planning.

Recognized for his strategic thinking and financial expertise, Fayçal is a valuable asset for companies seeking to drive business growth.

contact details

  • f.chekir@balfourcapitalgroup.com

Khalid Alotaibi

Senior Account Executive of Saudi Arabia

Khalid-Alotaibi

Khalid Alotaibi is a meticulous and dedicated banking professional with specialized experience in compliance operations within the financial sector. Currently serving as a compliance specialist at Vision Bank in Riyadh, Khalid focuses on implementing effective compliance strategies, ensuring adherence to industry regulations, and fostering a culture of transparency and accountability. His keen eye for detail and deep understanding of regulatory frameworks make him an asset in maintaining the integrity of financial operations.

In his current role, Khalid manages regulatory correspondence, prepares registration materials for submission to regulatory agencies, and navigates complex laws affecting the bank’s activities. He actively assists Vision Bank in complying with critical regulations, including anti-corruption, anti-fraud, anti-money laundering, and financial crime prevention, in line with SAMA regulations and guidelines. His proactive approach includes supporting the bank during SAMA reviews to ensure deliverables are met within agreed timelines.

Prior to his current role, Khalid gained valuable experience as an accountant at Nejoud Trading Company in Riyadh. He contributed to financial accuracy by gathering financial information, preparing documents, reconciling accounts, and tracking financial progress using SAP software.

Khalid holds a bachelor’s degree in financial management from King Saud University. He has further enhanced his expertise through certifications in Digital Banking and Fintech and successfully completed the Capital Market Examination (CME1). Bilingual in English and Arabic, he combines regulatory knowledge, analytical skills, and teamwork to drive compliance initiatives in the banking sector.

contact details

  • k.alotaibi@balfourcapitalgroup.com

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Vijay Kothari

Senior Account Executive of Hong Kong

Vijay-Kothari

Vijay Kothari exemplifies the role of a compliance specialist through his extensive experience in sanctions, anti-money laundering (AML), and regulatory policies across various regions, notably APAC and the UK. His career highlights a dedication to maintaining compliance with international standards, driven by a rich educational background, including a Postgraduate Certificate in International Business from St. Mary’s University in London and several significant certifications, such as the ACAMS Sanctions Compliance Certificate.

Kothari’s tenure at MUFG Bank Limited in Hong Kong as an assistant vice president in financial crime compliance (FCC) showcases his competency in conducting critical internal audits and collaborating with regulatory bodies like HK Customs. His effective management of financial crime compliance programs and delivery of training initiatives highlight his proactive approach and commitment to enhancing organizational compliance awareness.

Earlier in his career at ICICI Bank, Kothari served as deputy compliance m anager, where his analytical skills came to the forefront. His investigation of AML cases and management of global compliance communications allowed him to strategically identify changing regulations that impacted trade finance operations. His contributions significantly aided the institution in maintaining compliance amidst stringent regulatory requirements.

At Compliance Asia Consulting Limited, Kothari took on a consulting role, managing a diverse range of clients and their compliance needs. His expertise in coordinating licensing projects and conducting thorough gap analyses of compliance manuals demonstrates his in-depth understanding of regional regulatory landscapes. His successful completion of SFC inspections and leading Responsible Officer Applications is indicative of his capability and reliability in regulatory compliance matters.

Kothari’s foundation in compliance was developed during his roles at prominent financial institutions such as JP Morgan Chase and Credit Agricole, where he managed enhanced due diligence processes and contributed to client onboarding in adherence to MAS and HKMA standards. This varied experience solidifies his role as a crucial asset in compliance management and governance.

contact details

  • v.kothari@balfourcapitalgroup.com

Pradita Astarina

Senior Wealth Manager – Asia

Pradita Astarina is an accomplished investment professional with broad experience across sectors such as technology, media, telecommunications (TMT), consumer goods, retail, food & beverage, energy, and real estate. In her recent role as a CIO, Pradita has led, structured, and executed various deals in the private capital market (both private equity and venture capital) & the multi-family office (MFO), demonstrating her expertise in both domestic and international markets. Based in Jakarta and Singapore, Pradita oversees high-value transactions in industries, with deals ranging from USD 20 million to USD 500 million.

Previously, Pradita served as senior vice president of Investment & Business Development at CFI, the family office of Indika Energy, where she managed a multi-asset portfolio and acted as CFO for Ducati Motorsports Indonesia. Her strategic investments and divestments in sectors such as TMT and infrastructure helped drive the company’s growth.

Pradita has also worked as a venture partner at Strategic Year Holdings, focusing on growth equity and technology investments, and at Global Venture Partners, where she advised on cross-border mergers and acquisitions across 20 countries. Her early-stage technology investments include sectors like carbon management and AI.

Pradita holds an MBA and an MPhil from the University of Cambridge, graduating with distinction. Her accolades include the McKinsey Next Generation Women Leaders Award and recognition as a Global Shaper by the World Economic Forum. Pradita’s early career involved key roles in the Executive Office of the President of Indonesia and Creador, where she managed major deals and corporate restructuring projects.

With a strong track record in leading investments and driving growth, Pradita Astarina is a key figure in global investment, delivering results in emerging and high-growth markets.

contact details

  • p.astarina@balfourcapitalgroup.com

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Damian Quiros

Senior Account Executive of Argentina

Damian Quiros is an accomplished financial expert and business leader with a specialized focus on stock market investments, portfolio management, and derivatives trading. With over 16 years of experience in both local and international markets, Damian has honed his expertise in technical and fundamental analysis across a wide range of financial instruments, including stocks, options, futures, Forex, CFDs, bonds, and cryptocurrencies. His deep understanding of global macroeconomic and microeconomic conditions allows him to provide comprehensive advisory services to clients seeking to optimize their investment strategies.

As the CEO and Founder of Q | Capital, Damian has developed and led advanced training programs for investors and traders, focusing on financial assets such as bonds, repos, and swaps. His practical approach, combining real-world technical and fundamental analysis, empowers students to identify profitable opportunities, manage financial risks, and adapt to dynamic market conditions.

Beyond his financial expertise, Damian brings significant managerial experience from his time at Faurecia Sistemas de Escape Argentina S.A in the automotive industry. He was responsible for overseeing production, quality, logistics, and the coordination of human resources. Damian’s leadership resulted in several industry accolades, including recognition for cost reduction, quality performance, and operational excellence across clients like PSA, Ford, Volkswagen, and Renault.

Damian’s academic background includes a bachelor’s degree in economics from Universidad de la Marina Mercante. He has also pursued advanced courses in derivatives trading and stock market investments, further solidifying his position as a leading financial educator and practitioner.

contact details

  • d.quiros@balfourcapitalgroup.com

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Omar Al Sailawi

Senior Account Executive of United Arab Emirates

Omar Al Sailawi is an innovative and dedicated professional with a solid background in client services, banking, and aviation management. With a Bachelor of Science in Aviation Management from Abu Dhabi University, Omar has demonstrated his ability to excel in dynamic environments where creativity, customer service, and strategic thinking are essential.

During his time at Abu Dhabi Islamic Bank, Omar served as a client service executive. In this role, he exceeded the bank’s monthly sales targets by achieving over 1 million AED through targeted product marketing initiatives. His ability to cross-sell secured assets contributed significantly to revenue growth, while his promotion of diverse banking products, such as credit cards and loans, boosted product awareness and uptake. Omar was also instrumental in fostering positive customer relationships by managing day-to-day inquiries with professionalism and efficiency, ensuring a high level of customer satisfaction.

Omar’s strategic approach to risk mitigation, combined with his in-depth analysis of customer inquiries, further solidified his value to the bank. His technical proficiency in Oracle, Finnone, and Ethix, along with his strong interpersonal and communication skills, have allowed him to navigate complex client interactions and contribute meaningfully to team collaboration.

Omar is adaptable and poised under pressure, always demonstrating a strong commitment to achieving goals while maintaining the quality of his work. His excellent networking abilities have also helped him successfully onboard new partners and stakeholders. As a motivated and detail-oriented professional, Omar Al Sailawi seeks opportunities that foster creativity and innovation, where he can continue to make a significant impact.

contact details

  • o.alsilawi@balfourcapitalgroup.com

Carl Chan

Financial Strategist and Wealth Architect

Carl Chan is a highly skilled financial strategist and wealth architect with a strong educational background and cross-disciplinary experience. He holds an undergraduate degree in accounting from San Jose State University in California and an MBA from the University of Oxford.

  • Focused on providing bespoke personal finance services, Carl assists clients with retirement planning, investment management, estate planning, and more.

With a cross-disciplinary experience spanning public accounting, retail banking, product strategy, and ESG (Environmental, Social, and Governance), Carl offers personalized financial solutions to a diverse client portfolio. His clients include startup founders, investment bankers, expats, mainland investors, and business professionals.

Focused on providing bespoke personal finance services, Carl assists clients with retirement planning, investment management, estate planning, and more. Leveraging his expertise in financial strategy and wealth management, he guides clients towards financial prosperity and security.

contact details

  • c.chan@balfourcapitalgroup.com

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Scott Canillac

Co-Founder of Anaideia

cott Canillac is a lively addition to the Balfour team. Scott’s educational foundation in business management and finance, earned at Aberdeen University, laid the groundwork for his remarkable career. He then set his sights on Geneva, the global hub for wealth management, and embarked on a path at AWAP, honing his expertise.

This later led him to FlowBank, where he delved into market analysis and trading, with a sharp focus on the Forex and cryptocurrency markets. Scott’s journey has made him a seasoned independent trader.

  • At FlowBank, he delved into market analysis and trading, with a sharp focus on the Forex and cryptocurrency markets

Scott has utilized his vast network and experience and has played an instrumental role in forging valuable connections with strategic partners in Switzerland, which ties in nicely with Balfour’s vision to expand its global presence by delivering its exceptional services through seasoned personnel within the financial advisory space.

Today, Scott wears multiple hats, contributing significantly to business development by actively identifying new opportunities and avenues for growth. His wealth of experience and innovative mindset make him a key asset in our quest for financial excellence.

contact details

  • s.canillac@balfourcapitalgroup.com

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Henry Declety

CEO Anaideia

Meet Henry Declety, a visionary entrepreneur and the mastermind behind Anadeia, a Swiss advisory firm that specializes in the ever-evolving world of cryptocurrency. Henry has successfully integrated machine learning seamlessly into Anadeia’s algorithmic model, setting it apart and putting it in a league of its own.

Henry’s journey into this dynamic field began at the prestigious EPFL, where he honed his skills as a machine learning engineer. Armed with this knowledge, he ventured into the realm of quantitative systems, pioneering innovative solutions that have the potential to reshape the financial landscape.

  • Henry has successfully integrated machine learning seamlessly into Anadeia’s algorithmic model, setting it apart and putting it in a league of its own.

Henry’s journey into this dynamic field began at the prestigious EPFL, where he honed his skills as a machine learning engineer. Armed with this knowledge, he ventured into the realm of quantitative systems, pioneering innovative solutions that have the potential to reshape the financial landscape.

But what truly sets Henry apart is his remarkable trading model, meticulously tested since June 2022. He has delivered astonishing annual returns of over 100% and is poised to enter the market at any moment with it. His proficiency extends beyond this into capital raising and investments, as he astoundingly multiplied a humble investment from family and friends fivefold, catapulting it from USD 200,000 to a staggering USD 1 million, all thanks to his crypto prowess.

Yet, it doesn’t stop there. Henry’s unwavering dedication to continuous improvement has been the driving force behind his evolution as a trader. Years of refinement have translated into consistently stellar results, making him a standout figure in the ever-evolving cryptocurrency sphere.

Now, the stage is set for a new chapter in the world of finance. With the addition of Henry Declety to the Balfour Capital Group, this ambitious financial institution is one step closer to realizing its audacious goal of becoming one of the world’s preeminent hedge funds through a pledge to provide world-class services and deliver outstanding results to an esteemed clientele.

In this dynamic partnership, innovation meets expertise, and the future of finance looks more promising than ever.

contact details

  • h.declety@balfourcapitalgroup.com

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Alexey Kushch

Senior Investment Advisor

Alexey is a renowned wealth advisor with over two decades of experience in the financial sector and currently resides in Singapore. His career highlights a track record of goal-oriented accomplishments, underpinned by a wealth of knowledge spanning a broad array of areas within the financial markets, including stock market investments, commodities, fixed-income assets, cryptocurrency trades, wealth management, and financial analytics. Signifying a deep grasp of the complex interrelations within the financial arena.

  • An early fascination with blockchain and digital assets led him to turn to cryptocurrency trading in 2018, significantly enhancing returns for both personal and client portfolios.

Alexey’s professional career began at a pension fund, where he honed his analytical skills as an actuary, which laid the groundwork for his pursuit of a master’s degree in finance, marking the commencement of a financial career within the investment sector. Over the years, his career has included roles such as financial advisor and trader at various investment firms, brokerage houses, and banks.

An early fascination with blockchain and digital assets led him to turn to cryptocurrency trading in 2018, significantly enhancing returns for both personal and client portfolios. In 2021, he launched his investment consultancy in the US, which offers advice on a range of complex financial instruments.

Currently, he delivers premier wealth management services at Balfour Capital Group, where he assists clients in wealth accumulation and management through offering services to help clients to diversify their investments and make notable returns while managing risk.

contact details

  • alexey.kushch@balfourcapitalgroup.com

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Akash Swamynathan

Senior Investment Advisor

Akash Swamynathan, who resides in Singapore, is a financial professional with a track record in investment consulting and financial research across global markets. With a keen eye for detail and a passion for delivering tailored solutions to high-net-worth individuals, Akash has consistently exceeded expectations in his roles, driving revenue growth and fostering long-term client relationships.

In his tenure at Manulife Singapore, Akash served as a financial consultant within the Private Client Services division of the Manulife Advisory Group. Here, he showcased his expertise in developing customized investment portfolios carefully aligned with clients’ risk tolerance, investment objectives, and time horizon. Notably, Akash raised substantial investment contributions totaling SGD 500,000 within a span of six months, underscoring his ability to deliver results effectively.

Moreover, Akash excelled in managing a diverse portfolio of high-net-worth clients, providing them with tailored insurance solutions to safeguard their assets and wealth. His dedication to client satisfaction and proactive approach to business development resulted in a consistent stream of referrals and new growth opportunities. Leveraging advanced financial modeling tools, Akash provided clients with data-driven insights into complex insurance and investment scenarios, empowering them to make informed decisions.

  • During his tenure at DE Shaw Inc., one of the world’s top 10 hedge funds with assets under management exceeding USD 50 billion, Akash served as an associate specializing in financial research and data analytics.

During his tenure at DE Shaw Inc., one of the world’s top 10 hedge funds with assets under management exceeding USD 50 billion, Akash served as an associate specializing in financial research and data analytics. Here, he played a pivotal role in optimizing portfolio allocation strategies within a multi-strategy fund, particularly in the Energy, Technology, Media, and Telecommunication (TMT) and Life Sciences sectors. His expertise in building robust financial models and identifying arbitrage opportunities contributed significantly to the firm’s profitability and increased trading volume.

Akash’s leadership skills were evident as he led a team in proposing changes to the portfolio allocation of equity instruments, leveraging predictive price modeling to glean insights into global equity markets. His contributions extended to discovering potential convertible positions for the Credit Opportunities fund through meticulous analysis of call transcripts and market trends, resulting in a substantial increase in fund allocation.

Furthermore, Akash’s commitment to innovation and efficiency was evident in his role at DE Shaw Inc., where he single-handedly implemented changes to newsletter preparation processes, resulting in a significant reduction in task completion time.

Akash’s academic background is equally impressive, having graduated with first-class honors from Christ University in Bangalore, India, with a Bachelor of Commerce, specializing in Finance and Accountancy. Notably, he has also co-authored a research paper published in the International Research Journal of Management Science and Technology, demonstrating his commitment to academic excellence, and thought leadership in the field of finance.

contact details

  • a.swamynathan@balfourcapitalgroup.com

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Dr Louis Poon

Senior Investment Advisor

With a career spanning 25 years across renowned asset management, banking, and fintech entities in Hong Kong. Dr. Louis Poon stands as a distinguished figure in the realm of investment banking, revered for his profound expertise in ESG and impact investing, complemented by his exceptional investment prowess.

As the executive vice chairman of the Association of Family Offices in Asia, Dr. Poon demonstrates unwavering dedication to advancing ESG and impact investing, shaping the landscape of sustainable finance. His commitment extends beyond professional realms, as evidenced by his decade-long involvement in mentorship programs at City University of Hong Kong.

  • As the executive vice chairman of the Association of Family Offices in Asia, Dr. Poon demonstrates unwavering dedication to advancing ESG and impact investing, shaping the landscape of sustainable finance.

Dr. Poon’s academic journey is marked by excellence, holding a Doctor of Business Administration and a BA in Business Studies from City University of Hong Kong, along with a Master of Science in Marketing from the National University of Ireland, Dublin. He has earned distinguished recognition as a Chartered Marketer by the Chartered Institute of Marketing UK and a Certified ESG Planner by the International Chamber of Sustainable Development.

Throughout his career, Dr. Poon has adeptly fostered global partnerships with leading private and retail banks, insurance groups, fund managers, family offices, and institutional investors. His expertise spans diverse financial products, including but not limited to long-only, hedge funds, sustainable and impact investing products, ETFs, real estate, structured products, and private equity.

Since 2008, Dr. Poon’s unwavering commitment to sustainability and impact investing has been instrumental in catalyzing positive change within global financial institutions. His outstanding contributions were recognized with an invitation from the Hong Kong Financial Services Development Council to deliver a keynote speech at the prestigious Asia Futurist Leadership Festival 2024, where he shared expert insights on ESG integration in the Asia-Pacific region.

As a trailblazer in sustainable finance, he continues to spearhead positive change, shaping the future of sustainable investments in Asia and beyond, and is a great addition to us here at Balfour Capital Group.

contact details

  • louis.poon@balfourcapitalgroup.com

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Matthieu Baud

Co Founder and Senior Engineer at Anaideia

Introducing Matthieu Baud, a visionary mind at the juncture of data science and financial engineering. Armed with a degree in data science and financial engineering from EPFL, he embarked on an exhilarating journey into the realm of quantitative finance. He then went on to work for a couple of years as a machine learning engineer/quantitative analyst at Tradition SA in Lausanne.

  • With his dedication and innovation, Matthieu is shaping the future of quantitative finance and elevating our understanding of the evolving financial landscape

Matthieu’s fascination with the crypto market has been a longstanding passion dating back to 2018. His recent endeavors have taken him into the cutting-edge field of natural language processing, where he uses advanced techniques to extract valuable insights from social media and news content. These insights are transformed into quantitative datasets, enriching the realm of market intelligence.

As a forward-thinker, Matthieu doesn’t plan to stop at personal achievement. He aspires to lead the charge in recruiting and mentoring a new generation of engineers, arming them with the tools to push the boundaries of artificial market intelligence. With his dedication and innovation, Matthieu is shaping the future of quantitative finance and elevating our understanding of the evolving financial landscape. He is an invaluable addition to the Balfour team, which is likely to also lead to its expansion in many areas.

contact details

  • m.baud@balfourcapitalgroup.com

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Janus Lim

Global Strategist Asia & Mainland China

Janus Lim, a distinguished finance specialist, has recently joined Balfour Capital, bringing a wealth of knowledge and experience. With a diverse background in finance, Janus has made remarkable contributions throughout his career, including the creation of Nexus8.

Janus began at Abn Amro and Standard Chartered Bank, demonstrating exceptional financial acumen. He excelled as a business development manager at Avantgarde Minds, building valuable relationships with C-level executives. At Finaqe Group, Janus founded a leading credit advisory firm, connecting businesses with funding.

  • At Finaqe Group, Janus founded a leading credit advisory firm, connecting businesses with funding.

Mr. Lim’s entrepreneurial spirit led to the founding of Singapore Business Excellence (SBE), curating business content. Nexus8, his latest creation, is a Singapore-based platform partnered with leading providers and financial institutions. Nexus8 connects global businesses, investors, and entrepreneurs, empowering growth and breaking barriers.

Janus’ expertise in international business and financial services is a valuable asset to Balfour. With his vision for Nexus8 and proven ability to connect companies with capital, Janus drives growth and success.

contact details

  • j.lim@balfourcapitalgroup.com

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Wilson Mwangi

Senior Portfolio Manager

Wilson Mwangi is a seasoned professional with a wealth of experience in economics, finance, and business management. He is currently serving as the head of African operations and senior portfolio manager at Balfour Capital Group, where he is responsible for driving the firm’s growth in the African market.

Prior to his current role, Mwangi served as the deputy chief economist for Nyandarua County Government of Nairobi, Kenya, where he coordinated the development of sector policies and programs in the productive, infrastructure, and social services in the country. He was also responsible for macro planning and coordination of regional and international economic policies and programs.

  • Mwangi served as the deputy chief economist for the Nyandarua County Government of Nairobi, Kenya, where he coordinated the development of sector policies and programs in the country’s productive, infrastructure, and social services sectors.

Mwangi has also worked for The Co-operative Bank Ltd. in various capacities, including as a relationship manager for business banking, a product manager for asset finance and IPF, and a credit risk analyst. During his time at The Co-operative Bank, he was responsible for generating new business, analyzing market needs, and designing solutions for special projects.

Mwangi holds a master’s degree in economics (finance) from Kenyatta University, School of Economics, and a bachelor’s degree in economics and business studies from Kenyatta University, School of Humanities and Social Sciences. He is also a Certified Public Accountant (CPA) and has completed courses in Mastering Data Analysis in Excel from Duke University (Coursera) and Data Science from Johns Hopkins University (Coursera).

Balfour Capital Group is confident that Mwangi’s extensive experience and knowledge of the African market, coupled with his proficiency in data analysis, will help the firm achieve its ambitious growth targets in the region.

contact details

  • wilson.mwangi@balfourcapitalgroup.com

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Tejas Dani

Senior Introducer – Australia

Tejas Dani is a seasoned finance professional with an impressive track record spanning multiple roles in prestigious firms across Australia. Tejas initially honed his skills at the University of Mumbai, where he received a Bachelor of Commerce in Financial Accounting and Auditing in 2000. He further expanded his financial expertise with a Master of Commerce, majoring in finance, from the University of New South Wales (UNSW), Sydney in 2008.

  • Tejas’ professional journey took him through key roles in some of Sydney’s leading financial institutions.

Tejas’ professional journey took him through key roles in some of Sydney’s leading financial institutions. He began his career at Deutsche Bank as an Associate in Structured Trade Operations. His dedication and knowledge led him to JP Morgan, where he served as assistant vice president/Senior Associate in the FX Middle Office. Tejas’ most recent role was as vice president/manager in the Capital Markets department at Link Group.

Earlier in his career, he spent time as a freelance journalist in Mumbai, penning insightful articles for prestigious publications like The Economic Times, The Times of India, and The Indian Express. His unique blend of financial intelligence and journalistic capabilities allows him to analyze and communicate complex financial concepts with ease.

Tejas, with his comprehensive experience and unique skill set, has made significant contributions to the finance industry. His keen insights and multifaceted approach continue to influence the broader finance community.

contact details

  • t.dani@balfourcapitalgroup.com

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Dany Rottiers

Senior Wealth Manager of Monaco & Belgium

Since 2001, Hon. Ing. Dany Rosalie Edmond Rottiers MBA has been the Founder and Managing Director of EIC Group in Košice, Slovakia, a leading provider of foreign direct investment (FDI) advisory services. Over two decades, EIC has facilitated the development of industrial parks, logistics centers, and large-scale infrastructure projects, securing substantial state subventions and expediting investment timelines for clients. Recent initiatives include establishing the EIC Impact Trust in Mauritius in 2023, focusing on impact investments aligned with the United Nations Sustainable Development Goals, and launching the EIC Impact Fund, targeting EUR 40 billion in assets under management.

Dany’s notable achievements include securing over EUR 6.8 million in state aid for the Kechnec Industrial Park and EUR 2.9 million for LVD Company N.V.’s greenfield project. He has successfully managed projects across Eastern Europe, Africa, Middle-East, and Asia, leveraging his extensive diplomatic and commercial networks.

From 2006 to 2019, he served as Honorary Consul for Belgium in East Slovakia, promoting bilateral relations and trade. Earlier roles include Plant Manager for Sofinal N.V. in Slovakia (2000–2001) and Segment Support Manager for Timken Company in Romania (1995–2000).

A multilingual professional, Dany holds an MBA from EDHEC Business School, a Master’s in Aeronautical Engineering from IHB, and a bachelor’s in engineering from IHAM. His work emphasizes ethical investment, innovation, and economic growth, solidifying his reputation as a transformative leader in investment and infrastructure.

Contact Details

  • dany.rottiers@balfourcapitalgroup.com

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Hatem Rayani

Senior Wealth Manager of France

Hatem Rayani has built a robust career in financial advisory and wealth management, demonstrating over a decade of expertise in client portfolio development, compliance, and risk management. Since June 2011, he has worked in various roles in French and international banks, particularly with high-end clientele in wealth management. He specializes in financial markets, client retention, KYC compliance, and tailored financial solutions.

Hatem is also an expert in digital banking, with significant experience in integrating innovative technologies and strategies to enhance client experiences and streamline operations. From 2018 to 2023, he focused on managing high-net-worth portfolios and optimizing client strategies while mentoring team members and implementing effective portfolio solutions. Between 2011 and 2018, he strengthened his expertise as an Online Banking Advisor, deepening client relationships and implementing innovative strategies in the digital space.

Earlier in his career, he gained experience as a Credit Client Advisor (2009-2011) and as an Insurance Broker (2006-2008), where he developed skills in brokerage and comparative analysis.

Hatem holds a higher degree in business and administration and has the Professional Certification of the Financial Markets Authority (AMF). Fluent in English with a basic knowledge of Italian, he complements his professional focus with interests in sports, cinema, and economic news, residing on the French Riviera.

Contact Details

  • hatem.r@balfourcapitalgroup.com

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Salim Benabbes

Senior Wealth Advisor France

Salim Benabbes is a seasoned financial professional and entrepreneur with extensive experience in wealth management, corporate finance, and fintech innovation. Since 2021, he has been the Co-founder and CEO of Yieldy, a Paris-based wealthtech company providing investment services such as portfolio advisory, financial education, and a trading platform for retail clients. Since its inception, Yieldy has grown to serve over 5,000 customers and manage more than €10 million in assets.

Previously, from 2015 to 2020, Salim was Director and Chief Financial Officer at Aldar Group in Dubai, overseeing financial planning, risk management, and corporate governance. Before that, he held roles in M&A and corporate advisory, including Vice President at Corporate Finance International from 2011 to 2014, Senior Associate at Gulf One Investment Bank from 2009 to 2011, and Analyst at Lazard Bank from 2008 to 2009.

Salim holds an Entrepreneurship Certificate from HEC Paris (2021–2022), a Master’s in Financial and Economic Engineering (2006–2008), and a Bachelor’s degree in Economics (2003–2006) from Paris Dauphine University. He is a Certified Registered Investment Advisor and holds the French Markets Authority (AMF) Certificate.

Fluent in English, French, and Arabic, Salim is an active member of France Fintech Association. He is passionate about literature, travel, and cultural exploration.

Contact Details

  • salim.benabbes@gmail.com

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Horácio Gila

Senior Wealth Advisor

Horácio Gila has been an Administrative Assistant at Banco Econômico (2020-2023), where he leveraged his extensive expertise in banking operations, customer data reliability, and financial compliance to streamline administrative processes and support strategic initiatives. With a strong foundation in team collaboration and adaptability, Horácio ensured the institution’s operational objectives were consistently met.

Horácio’s tenure at Banco Econômico spans significant roles, including Senior Treasurer (2014–2019), where he managed treasury functions and financial operations, and Post Manager at Banco Espírito Santo Angola (2011–2013), overseeing branch performance and customer service excellence. His early banking career includes serving as Deputy Treasurer and Cashier (2008–2010), where he cultivated a deep understanding of cash management and client engagement.

Before entering the financial sector, Horácio gained valuable experience as a Sales Manager and Promoter at Marelton Iogurte Pascual Ltda (2005–2007) and as an Administrative Assistant at Jocava Construções Ltda (2002–2004), developing a versatile skill set in sales and operations.

Horácio holds a degree in Computer Engineering (Systems Specialty) from the Private University of Angola (UPRA) and has completed professional training in Trade Finance, Anti-Money Laundering (AML), Basel Accords, and bank guarantees. Fluent in Portuguese and proficient in English, he brings dynamism, efficiency, and a results-driven mindset to every role.

With over 15 years of experience, Horácio continues to contribute to the growth and success of financial institutions through his dedication to excellence and his ability to attract customers and financial resources.

Contact Details

  • h.gila@balfourcapitalgroup.com

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Vedant Santhosh Bekal

Senior Wealth Advisor

Since October 2023, Vedant Santhosh Bekal has been serving as an Investment Analyst at the Glasgow University FinTech Society, leveraging advanced financial modelling, market analysis, and strategic planning to optimize investment strategies and mitigate risks. He has successfully identified lucrative market opportunities, achieved a 10% portfolio growth, and introduced a risk management framework that reduced market exposure by 18%. His proactive collaboration with cross-functional teams enhanced client advisory processes, boosting satisfaction rates by 30%.

Currently pursuing an MSc in Investment Banking and Finance at the University of Glasgow’s Adam Smith Business School (2023–2024), Vedant has also earned certifications in global financial markets, valuation techniques, and digital marketing, complementing his robust academic foundation with practical expertise.

Vedant’s career spans diverse roles in financial services, including Finance Executive at Ujwal Constructions (2022–2023), where he managed project budgets, ensured compliance, and optimized cash flow for construction projects, and Audit Assistant at Harish Hegde & Co. Chartered Accountants (2021–2022), where he conducted risk assessments and enhanced financial controls.

His professional journey reflects a dynamic skill set in financial modelling, M&A, regulatory compliance, portfolio management, and data analysis, fortified by technical proficiency in Bloomberg, Python, MATLAB, and SQL. Vedant also held data-focused roles, such as at Nielsen Holdings Plc, where he provided actionable insights through statistical analyses.

With a results-driven approach and a commitment to excellence, Vedant continues to deliver impactful financial solutions and foster lasting client relationships.

Contact Details

  • vedal.b@balfourcapitalgroup.com

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Ibrahim Itani

Senior Wealth Manager

Ibrahim Itani has been the Head of Private Banking at BBAC Bank (2011) in Beirut, Lebanon. In this role, he oversees strategic planning, client relationship management, and investment portfolio supervision while ensuring compliance with regulatory frameworks such as FATCA and anti-money laundering measures. Ibrahim has successfully attracted high-net-worth clients, delivered tailored financial solutions and driven the development of innovative financial products through his work with the Product and Development Team (2023–Present).

Previously, Ibrahim served as a Senior Global Sales Trader at BBAC Bank (2006–2010), where he managed portfolios, executed trades on global exchanges, and provided market analysis for high-net-worth clients. His extensive expertise in trading strategies and technical analysis enabled him to negotiate pre-IPO deals and maintain high client satisfaction levels.

Ibrahim holds a master’s in business administration (MBA) and a Bachelor of Science in Business Administration from the Lebanese American University. He has also passed Level 1 of the CFA Program. He holds multiple certifications, including those from the Chartered Institute for Securities and Investment (CISI) and the Lebanese Capital Market Authorities (CMA).

Ibrahim has developed deep expertise in private banking, cross-asset advisory, and portfolio management throughout his career. He has participated in global training programs and conferences, enhancing his proficiency in derivatives, structured credit, and financial regulations. Fluent in Arabic and English, Ibrahim leverages his extensive experience to provide strategic financial solutions across international markets, focusing on the US, Europe, and the GCC regions.

Contact Details

  • i.itani@balfourcapitalgroup.com

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Gary John

Financial and Asset Management Expert | Japan

Gary S. John is a seasoned professional with over two decades of experience spanning financial management, sales strategy, and operational leadership. Leveraging his military background and deep understanding of logistics, Gary has excelled in roles requiring strategic thinking, market analysis, and customer relationship management within the defense and corporate finance sectors.

Currently, Gary serves as Sales Manager for INDOPACOM at Noble Supply & Logistics (2023–Present), where he leads a regional sales team, oversees market analyses, and drives business growth across the Pacific. His efforts have consistently bolstered discretionary Department of Defense (DoD) spending and expanded Noble’s footprint through strategic alliances and high-impact presentations.

Previously, as a Regional Sales Representative at Noble (2022–2023) and Government Account Representative at Grainger (2021–2022), Gary generated over $23.5 million in annual revenue by aligning government procurement needs with innovative supply solutions. His ability to navigate complex budgeting processes and deliver exceptional client value has set benchmarks in the industry.

Gary’s managerial expertise extends to his tenure as Center Manager at the United Service Organizations (USO) Camp Schwab (2017–2020), where he successfully executed multimillion-dollar projects and fostered partnerships with senior military leadership.

Gary holds a Master of Business Administration (2019) and is pursuing a Doctor of Business Administration at Trident University International. He is proficient in Salesforce, Microsoft Office Suite, and adaptive financial planning tools, making him a dynamic leader in asset management and financial operations.

With a focus on delivering measurable results, Gary continues to excel in roles requiring operational excellence and strategic financial oversight.

Contact Details

  • gary.j@balfourcapitalgroup.com

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Karen Kim

Senior Development Manager - South Korea

 

Karen Kim (Su Jung) has experience in advising clients on raising capital and managing relationships. With over eight years of professional experience, she has worked in diverse sectors, successfully managing complex financial projects and driving business growth through strategic planning and financial expertise. She worked in management consultancy, funds of funds, investment banks and financial services companies.

Karen Kim oversaw projects of advising clients to raise investments for a smart city worth US $35 billion and raised US $1 million as an accelerator for a venture fund for 12 overseas IT companies. She also worked on an infrastructure project raising capital on the IPO market US $ 1 billion and managed funds of funds worth US $50 million.  Karen Kim has a good understanding of the stock market and has covered Korean, US, AU, NZ and HK stocks. Karen Kim also advised, educated and answered client queries from international clients worldwide and has experience managing client relationships throughout her work.

Karen Kim holds an EMBA from Quantic School of Business and Technology where she received a scholarship and wrote up business plans. She also has a master’s degree in management from London School of Economics and holds a bachelor’s degree in pharmacology from University College London. Karen has also passed CFA Level 1 and Level 2 exams.

As a dedicated and detail-oriented professional, Karen continues to seek opportunities to apply her expertise in financial management, project execution, and strategic advisory, driving growth and innovation for organizations across industries. She is resourceful and expects to add value to the team through her financial and business knowledge and experience.   

Contact Details

  • k.kim@balfourcapitalgroup.com

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Jenny Le Nguyen

Senior Wealth Manager

Since 2023, Jenny Le Nguyen has served as the Founder and President of SASU J.Camelliain France, holding the exclusive license to host The World Supermodel Pageant Vietnam. In this role, she oversees the organization of international pageants and fashion events, collaborating with global production teams to elevate Vietnam’s cultural and fashion presence. Jenny’s leadership has solidified her position as a key influencer in the entertainment and luxury brand industries.

Jenny is also the Executive Producer and Judge for World Supermodel Production, a position she has held since 2017. She plays a vital role in securing corporate sponsorships, engaging high-profile stakeholders, and promoting cultural and charitable initiatives through international events.

Her career highlights include her tenure as Business Development Director at Fashion TV Vietnam (2014–2016), where she successfully negotiated sponsorships for international fashion and music festivals and built strategic partnerships with major corporations.

Outside the entertainment industry, Jenny serves as Vice Director of Myanh Group, her family business in Vietnam. Since 2009, she has led financial analyses for investment projects, negotiated high-value real estate contracts, and managed client portfolios with a focus on sustainable development and long-term value creation.

Academically, Jenny holds an MSc in Finance (Hedge Fund & Private Equity) from the International University of Monaco (2021), an MBA in Luxury Brand Management from IPAG Business School in Paris (2019), and a Fashion Business degree from IstitutoMarangoni (2014).

Jenny’s philanthropic work reflects her deep commitment to education and empowerment. She has volunteered with the AMA Education Foundation, offering full university scholarships to underprivileged students across Vietnam. She also supports orphanages, scholarships, and women’s empowerment programs through initiatives such as Bamboo Shelter and The Compassion Flower NGO, exemplifying her dedication to inclusive growth and social impact.

Her ability to bridge business, culture, and humanitarian values defines her multifaceted leadership—making her a respected figure in both the corporate world and philanthropic spheres.

Contact Details

  • jenny.n@balfourcapitalgroup.com

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Andrei Babenko

Senior Wealth Manager

Since 2010, Andrei Babenko has been a Project Manager & Product Owner for FinTech solutions across Israel, Switzerland, Georgia, and Cyprus. With deep expertise in capital markets, he has successfully launched and scaled multiple technology-driven financial products. His leadership in IT project management, combined with AI-driven innovations, has enhanced trading efficiency, risk mitigation, and profitability. Key projects include AI-based event-driven trading systems and algorithmic arbitrage strategies for liquid assets.

From 2006 to 2010, he was a Managing Partner at OTKRITIE Financial Corporation, where he built a high-performing Sales & Trading Flow Trading business. He played a pivotal role in the company’s international expansion, leading the acquisition of a UK-licensed brokerage and establishing OTKRITIE as a leading private investment bank.

Between 2003 and 2006, Andrei served as CEO of Antanta-Capital, an investment bank specializing in low-liquidity equity assets. Under his leadership, the bank became a market leader in Eastern Europe, pioneering innovative strategies for growth, operations, and risk management.

His financial career began in 1994 at Troika Dialog Investment Bank and ABN Amro Bank, where he served as Head of Fixed Income. During his tenure, he expanded product offerings, diversified investment solutions, and drove revenue growth.

Andrei Babenko’s extensive experience in capital markets, fintech innovation, and investment banking has positioned him as a strategic leader in financial services, specializing in AI-driven trading solutions and global investment strategies.

Contact Details

  • a.babenko@balfourcapitalgroup.com

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Nurjanah Ibrahim (Anna)

Senior Wealth Manager of Southeast Asia

Nurjanah Ibrahim (Anna) is a seasoned finance professional and venture partner with a robust background in corporate finance, investment advisory, and strategic operations across diverse industries. Holding an MBA in Finance from Universitas Gadjah Mada, Anna has a wealth of experience working with high-net-worth individuals, global corporations, and startup ecosystems.

Anna began her career managing financial reporting and budget coordination for the Jaringan Pendidikan Pemilih Untuk Rakyat, where she liaised with The Asia Foundation to support political advisory programs in Indonesia. Her dedication to financial stewardship continued at Susi Air, where she oversaw expatriate crew resource management and collaborated with international aviation experts to align operational procedures with regulatory standards.

Anna’s expertise spans sectors, including her role at MNC Group as Treasurer, where she managed substantial budgets and executed high-profile events in coordination with senior political figures. She further demonstrated her versatility at MNC Land as Head of Admin for a coworking space, streamlining operations and fostering strategic partnerships to drive growth.

Currently, as a Venture Partner at Silicon Valley InvestClub, Anna leverages her extensive investor network to support startups in the U.S., Europe, and Asia. Her entrepreneurial spirit is also evident in her family-led social enterprise, Mukarlipo Indonesia, which empowers smallholder farmers in South Sumatra to export their products directly, enhancing economic growth in her community.

In addition to her professional roles, Anna provides tailored advisory services to ultra-high-net-worth individuals, including guidance on Wall Street investments and counsel to board members of multinational corporations. Anna brings a global perspective to her work, augmented by her studies in emerging markets, leadership, and crisis management.

Contact Details

  • n.ibrahim@balfourcapitalgroup.com

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Antoine Hallynck

Wealth Manager

Antoine Hallynck is the founder of TETRAEDRECOACHING, a lead generation and appointment setting company incubated at SKEMA VENTURE since December 2022. He specializes in growth hacking and digital marketing strategies, having received training in SEO, Google Ads, Facebook Ads, copywriting, and outbound marketing.

Antoine is highly skilled in using tools such as Phantombuster, KaspR, MirrorProfil, and Waalaxy to generate leads and manage campaigns. Notable achievements include running outbound marketing campaigns with an open rate of 40% and a 3% conversion rate, as well as generating 800 leads and 15 clients in just two months. He is also certified in inbound marketing by Hubspot Academy and has experience in managing lead generation campaigns for wealth management and personal finance.

Prior to founding TETRAEDRECOACHING, Antoine worked as an independent insurance advisor from 2017 to 2022, where he provided asset management, investment advice, and credit restructuring services.

He also has a background in personal coaching, having earned certifications in NLP and as a professional coach in 2012. Antoine’s academic qualifications include a Master’s degree in Finance from ESC Lille and a Master’s degree in Finance, Banking, and Accounting from the Faculty of Finance. His technical skills include proficiency in Python, JavaScript, PHP, HTML, and various other programming languages. Antoine is passionate about philosophy, fitness, and ecology.

Contact Details

  • antoine.h@balfourcapitalgroup.com

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Saadeddine Hijazi

Senior Wealth Manager

Since 2024, Saadeddine Hijazi has been the Global Sales Network Manager at BairesDev, where he leads market expansion strategies for custom software development across the U.S., U.K., and Canada. His expertise in sales leadership, client relationship management, and business development has helped secure high-value contracts and hosted Fortune 500 companies.

Since 2015, he has also served as Chief Executive Officer at International Finance Legal Liaison, specializing in financial and legal advisory services. He provides strategic counsel on financial compliance, risk management, and technology contracts, ensuring long-term success for international clients.

In 2022, he worked as a Senior Financial Advisor at Bankers Assurance SAL, delivering personalized investment strategies. That same year, he served as a Senior Academy Counselor at BrightChamps, Singapore, where he trained professionals on financial trends and industry advancements.

His banking experience includes roles as a Potential Agency Leader at MetLife, Lebanon (2021) and a Potential Branch Manager at Blom Bank S.A.L (2017), where he oversaw financial operations and client portfolio management.

With a strong foundation in financial auditing, he held positions as Financial Auditor at Pro Acts Accounting Services (2018) and Audit Associate at Deloitte (2017), ensuring regulatory compliance and financial accuracy for corporate clients. Where he also won an award as the brightest man in his field.

Saadeddine holds a Bachelor of Business Administration from Notre Dame University, Lebanon (2013–2016) and has completed prestigious financial and audit certifications. Fluent in Arabic and English, with proficiency in French and Russian, he continues to drive growth and innovation in finance and business development.

Contact Details

  • s.hijazi@balfourcapitalgroup.com

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John Lizaso

Senior Wealth Manager

Since 2023, John Lizaso has been a Global Custody Manager at Cognizant, where he has played a pivotal role in building custody operations from the ground up. His expertise includes onboarding, hiring, data migration, and ensuring compliance through rigorous functional testing, planning, and execution.

From 2020 to 2022, he worked as a Loan Specialist at the U.S. Small Business Administration (SBA), analyzing and processing business loans, including EIDL, PPP, and 7(a) loans. His in-depth knowledge of financial procedures, tax analysis, and bank lending policies helped streamline loan approvals and maximize funding efficiency.

Previously, between 2017 and 2020, John was a Senior Finance Specialist at Bear Stearns, advising CEOs and CFOs of listed companies on stock lending opportunities. His expertise in market liquidity, securities collateralization, and global investment structures strengthened corporate funding strategies.

John has held several leadership positions in investment banking, including VP of Derivative Operations at John Hancock/Manulife Investment Management (2006–2007) and Senior Derivative Manager at Commerzbank Capital Markets (1999–2004), where he managed risk, trade settlements, and collateral management across various financial instruments.

His career spans over three decades, with expertise in global custody, foreign exchange trading, securities lending, and financial operations at institutions such as State Street Corp, Deutsche Bank, HSBC Investment USA, and Citibank.

John holds an MBA in Business Administration from Lyceum Philippines University and is pursuing a Ph.D. in Business Management at Negros Oriental State University, with a specialization in cybersecurity.

Contact Details

  • john.l@balfourcapitalgroup.com

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Tatum Spicer

Senior Wealth Advisor France and Australia

Tatum Spicer

Tatum Spicer is an experienced financial professional with a diverse background in sales, financial operations, and investor relations. She will be joining Balfour Capital Group as a Senior Wealth Advisor, working directly under Steve Alain Lawrence, Chief Investment Officer. She brings her extensive expertise in capital markets, client relations, and financial operations.

Previously, she served as an Operations Manager (Finance) at 180 Markets in Melbourne, where she played a key role in identifying capital raise opportunities on the Australian Stock Exchange (ASX). Her responsibilities included liaising with brokers to access placements, IPOs, shortfalls of rights issues and share purchase plans, and other investment opportunities, reviewing deal term sheets, and managing the settlement process to ensure efficiency.

She also gained legal and compliance experience as a Paralegal Intern at Bochner PLLC in New York, where she conducted research and supported legal cases related to intellectual property and civil rights.

Her professional career began at Polaron European Citizenship, where she served as a Senior Sales Specialist & Project Manager, advising clients on investment and citizenship opportunities, meeting key performance targets, and overseeing documentation and compliance.

Beyond her professional career, she has been an active volunteer, serving as an ambassador for the Ovarian Cancer Research Foundation and contributing to various community service initiatives, including food distribution and outreach programs.

Fluent in English, French, and Hebrew, with basic Spanish and German skills, she possesses strong research, financial analysis, and client engagement skills. She has recently moved from Australia to France, allowing her to interact closely with clients across different regions. With a comprehensive understanding of financial markets and investment strategies, she is well-positioned to provide tailored wealth solutions to Balfour Capital Group’s global clientele.

Contact Details

  • t.spicer@balfourcapitalgroup.com

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Marcos Gomez

Senior Wealth Manager Australia

Marcos Gomez is an accomplished Investment Advisor and Portfolio Manager with extensive experience in financial services, investment management, and technology-driven business operations. With a strong background in portfolio optimization, risk assessment, and financial analysis, he has successfully led cross-functional teams, implemented data-driven investment strategies, and enhanced operational efficiencies.

As Chief Financial Officer & Co-Founder of TenX Capital, Marcos has been instrumental in financial planning, regulatory compliance, and operational automation, ensuring sustainable growth and profitability. Previously, as a Portfolio Manager at Aegis Lane Securities, he improved investment decision accuracy through quantitative modeling and strategic asset allocation. His expertise in business process optimization was evident at BT Financial Group, where he streamlined reporting mechanisms, reducing reconciliation errors.

At the Australian Securities Exchange (ASX), he played a pivotal role in major technology and infrastructure initiatives, including leading project teams on the ASX Trade Upgrade Project, where he received an official commendation from the CEO.

Marcos holds a Bachelor of Applied Finance & Economics from Macquarie University and certifications in Agile methodologies and financial markets. His proficiency in Python, SQL, R, and advanced investment analytics enables him to drive strategic investment initiatives. He will collaborate with Balfour Capital Group to enhance portfolio management strategies, optimize risk-adjusted returns, and integrate technology-driven investment solutions.

Contact Details

  • marcos.g@balfourcapitalgroup.com

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Juliette Samson

Relationship Manager

Juliette Samson

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.

Contact Details

  • j.samson@balfourcapitalgroup.com

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Christopher Taylor

Investment Advisor

Christopher M. Taylor is a driven and analytically minded professional currently completing his Bachelor of Commerce at the University of Melbourne, majoring in Finance and Economics. With an honors-level WAM and expected graduation in 2025, Christopher is distinguished by his strong academic performance and active participation in high-level case competitions with firms such as BCG, PwC, and Jefferies. He is also a committed member of student associations including MMI, ESSA, and the Finance Student Association, where he continues to deepen his industry knowledge and leadership skills.

Christopher brings hands-on experience from globally respected organizations. At PwC, he worked in management consulting, contributing to post-merger restructuring and business process integration while honing technical skills in Tableau, Power BI, and SAP. At Stellantis, he led AI automation projects and conducted portfolio sensitivity analysis for iconic automotive brands. He also built API-integrated business tools during his internship with Optus and developed data-driven loyalty strategies for senior leadership at BMW Group.
Outside of his professional interests, Christopher is a competitive athlete, marathon runner, and avid skier. His combination of quantitative strength, technical expertise, and strategic thinking positions him as an emerging leader in finance and consulting.

Contact Details

  • j.samson@balfourcapitalgroup.com

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Joni Naik

Investment Advisor

With nearly two decades of global experience, Joni R. Naik brings a rare blend of financial acumen, technical expertise, and strategic leadership to the team. Having led over 50 high-impact projects across the Middle East, Asia, and Europe, Joni has held senior roles including Program Director, GM, and Technical Consultant—driving innovation and delivering results for Fortune 500 companies, telecom leaders, and government entities.

Mr. Joni is certified in Investment Banking (CIIB) from New York Institute of Finance (NYIF) – US, Equity Derivatives (NISM VIII) from NSE (National Stoke Exchange – India),Hedge Fund Derivatives Certification and holds a B.E. in Electronics & Communication(Engineering) alongside an U.G MBA in Finance. His diverse expertise spans Investment Strategy, Algorithmic Trading, M&A, Derivatives (Future and Options), BlockChain, and Crypto trading. His expertize on Large Data handling allowing him to develop Financial Model and Algorithmic Strategies with Research and Development.

In parallel, he has spearheaded complex telecom rollouts, SWAPs, and KPI-driven network optimizations for major players like Huawei, Ericsson, Nokia, Samsung, Zain, Du, STC and Vodafone.

His global footprint includes Critical Consultancy assignments in India, UAE, Saudi Arabia, Bahrain, Kuwait, Oman, Qatar, Germany, and China—offering high-level advisory to CXOs and Ministries alike. Joni has also developed Proprietary Tools for Network optimization and has a deep command of technical platforms like Actix, TEMS, MapInfo, and Huawei’s Unet.

Known for his strategic vision and relentless execution, Joni is a cornerstone of our team—bringing unmatched insight, cross-functional leadership, and a passion for building future-ready financial and telecom ecosystems.

Contact Details

  • j.naik@balfourcapitalgroup.com

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John Grecu

Senior Global Wealth Manager

With over two decades of experience spanning financial consulting, market analysis, and executive leadership, Mihnea Ion Grecu brings a unique blend of strategic insight, operational excellence, and international business acumen. A Romanian native fluent in English, French, and Romanian, Mihnea has led ventures in the U.S. and Europe, driving growth, innovation, and profitability across diverse sectors.

He is best known as the founder and Executive Director of The Village Gourmet Cheese Shoppe in Southampton, NY—an upscale food market where he delivered consistent revenue growth, expanded product lines, and opened a second location in Palm Beach, FL. He also became the exclusive U.S. importer and distributor for LaSemeuse Swiss Coffee, overseeing the full market entry and distribution strategy.

Earlier in his career, Mihnea served as General Manager of TAG Travel Agency in Bucharest, where he doubled customer volume and significantly increased net income by introducing personalized services to the Romanian tourism market. He also launched IDEI DE VACANȚĂ, a travel magazine that grew circulation and advertising revenue within its first three issues.

As a Senior Consultant with EURO Communications & Consulting, Mihnea successfully led EU-funded SAPARD and PHARE projects, navigating complex financial applications and liaising with both local authorities and European Commission representatives. His strategic planning and business development skills helped secure critical funding for clients and municipalities.

Mihnea began his career in logistics and market research, later transitioning into executive roles where he excelled at developing customer-centric business models, building high-performing teams, and identifying market trends to inform product and pricing strategies.

Lastly, he holds a BA in Finance and Banking from Titu Maiorescu University (Cum Laude) and pursued an MBA in Marketing and Finance at DeVry University’s Keller Business School. He also holds certifications in Tourism Management, Web Design, and Emergency Medical Services.

Contact Details

  • j.grecu@balfourcapitalgroup.com

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Ana Cristina Haguet

Investment Advisor

Ana Cristina Haguet is a dynamic business advisor with nearly two decades of experience at the intersection of strategy, innovation, and operational leadership. With a proven track record spanning the steel industry, defense, space, and capital markets, Ana brings deep cross-sector insight and a talent for driving sustainable growth.

Ana currently serves as a Non-Executive Director at Sterling Bosh and an M&A Advisor at Distributed Risk, a U.S.-based consulting firm. In this role, she leads high-impact growth and exit strategies for companies in sectors such as security, defense, and space. Her work includes sourcing and structuring deals worth up to $120M and executing post-merger integrations that deliver tangible value.

Previously, Ana was retained as a Senior Business Advisor to Euro2Moon, a consortium of leading European space companies focused on the lunar economy. There, she helped establish a value chain for lunar propellants, developed go-to-market strategies, and led stakeholder engagement to drive investment and innovation in space sustainability.

Her career foundations were built at ArcelorMittal, where she held roles as a Senior Sales Engineer and Process Engineer. She was instrumental in securing multimillion-euro contracts, improving operational efficiency, and implementing AI-driven modeling tools to support productivity and quality control. Earlier, as Managing Director of Amaryllis Decoração in Brazil, Ana successfully grew a startup from inception to $3M in annual revenue through strategic planning, market expansion, and digital transformation.

Ana holds an Executive MBA from emlyon business school, a Master’s in Materials Engineering with a focus on mathematical modeling, and numerous certifications in big data analytics, artificial intelligence, and Lean Six Sigma. Fluent in English, French, Portuguese, and conversational Spanish, she thrives in multicultural environments and excels at building lasting partnerships across borders.

Ana is known for her analytical mind, strategic vision, and ability to connect people and ideas to solve complex challenges. Whether navigating capital markets or shaping the future of the lunar economy, she brings a passion for innovation, a data-driven mindset, and a commitment to delivering impact at every stage of the business lifecycle.

 

Contact Details

  • a.haguet@balfourcapitalgroup.com

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Arif Latoundji

Investment Advisor

Ichola Arif Latoundji is a skilled and results-driven financial consultant with nearly a decade of experience in accounting, financial analysis, and corporate finance across West Africa and Europe. With a background that bridges rigorous academic training and real-world advisory roles, Ichola specializes in helping businesses improve their financial health, ensure compliance, and drive sustainable growth.

Currently serving as a Financial Consultant at RIF CAPITAL, Ichola supports organizations with strategic financial planning, reporting, and data analysis. He leverages deep expertise in financial modeling, financial statement consolidation, tax compliance, and market analysis to guide informed decision-making and help clients achieve their objectives.

Ichola’s professional journey includes impactful roles at leading firms such as SAFECO BENIN, AGL (ex-Bolloré Transport & Logistics), and SAS BKSA in Paris. His work spans financial diagnostics, accounting operations, budget reporting, treasury management, and audit preparation. At INSPÉ – Sorbonne University, he gained critical experience in public finance, procurement procedures, and SAP-based budget systems. In both private and public sector environments, Ichola has built a reputation for reliability, analytical precision, and client-centric solutions.

Notably, he has played key roles in preparing financial statements for high-profile clients, optimizing cost controls, and ensuring regulatory compliance in line with UEMOA and international standards. Whether managing accounts for insurance providers, logistics giants, or hospitality brands, Ichola consistently demonstrates a high level of financial acumen, technical skill, and strategic thinking.

Ichola holds a Master’s Degree in Financial Engineering from ESGF Paris, along with advanced studies in corporate finance and management through institutions in France, Morocco, and Benin. His academic credentials are reinforced by hands-on expertise in accounting software like SAP, AS400 (IRIS Finance), Perfecto, and CEGENAT, as well as advanced Excel and VBA for financial modeling.

Fluent in both French and English, Ichola thrives in multicultural settings and enjoys applying his knowledge to international projects. He is passionate about capital markets, data analysis, and creating value through sound financial strategies.

With a meticulous approach and strong interpersonal skills, Ichola brings not only technical proficiency but also a consultative mindset to every engagement—making him a trusted advisor for clients navigating today’s complex financial landscape.

Contact Details

  • a.latoundji@balfourcapitalgroup.com

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Caio Eduardo Imperato de Oliveira

Investment Advisor

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.

Contact Details

  • c.imperato@balfourcapitalgroup.com

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Thanh Nguyen

Investment Advisor

Thanh Nguyen

Nguyễn Tuấn Thành is a driven and client-focused investment professional with over five years of experience in Vietnam’s fast-evolving financial markets. Currently a Senior Investment Advisory Executive at Viet Dragon Securities Corporation, Thành specializes in institutional client services, providing strategic market insights and tailored investment solutions to funds operating both onshore and offshore.

Thành’s expertise lies in understanding the unique goals and risk profiles of his clients, guiding them through Vietnam’s equity landscape with clarity and precision. By collaborating closely with research teams, he delivers high-impact market analyses and helps institutions make informed trading decisions. In his current role, he manages the portfolios of four domestic investment funds and one offshore fund, ensuring compliance, transparency, and alignment with both performance targets and regulatory frameworks.

Prior to his current position, Thành spent more than three years at Saigon Securities Inc., one of the country’s leading brokerage firms. There, he focused on retail brokerage, helping nearly 200 clients open trading accounts and navigate the complexities of securities trading. His ability to communicate technical concepts in a relatable way made him a trusted resource for individuals entering the investment world.

Thành began his professional career at Saigon Securities Incorporation., where he gained valuable international trade experience managing documentation for L/C payments, customs clearances, and commission calculations tied to the Middle East export market. This early exposure helped sharpen his attention to detail and gave him a solid foundation in global commerce.

Academically, Thành holds both a Bachelor’s degree in International Business and a Master of Commerce from the University of Economics in Ho Chi Minh City. He is certified by the State Securities Commission in both brokerage and derivative securities, and he has successfully passed CFA Level I—demonstrating his commitment to technical excellence and global best practices.

Fluent in English (IELTS 7.0) and highly proficient in financial communication, Thành is passionate about delivering client-centric solutions and staying ahead of market trends. Whether advising institutions or supporting strategic growth initiatives, he brings a combination of analytical rigor, regulatory knowledge, and strong relationship management skills to every engagement.

With a growing track record and a sharp focus on long-term value, Nguyễn Tuấn Thành is a rising force in Vietnam’s financial sector—bridging local opportunity with global standards.

Contact Details

  • t.nguyen@balfourcapitalgroup.com

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Victor Felix

Global Strategist and Senior Manager of Brazil

Victor Felix BCG

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.

 

Contact Details

  • v.felix@balfourcapitalgroup.com

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Katoucha Mauron

Investment Advisor

Katoucha Mauron is a dynamic and versatile finance professional currently pursuing her MBA in Finance at Webster University in Geneva. She holds a Bachelor of Business Administration from Business School Lausanne (BSL), where she built a strong foundation in finance, marketing, and economics. With a unique blend of creativity, strategic thinking, and financial acumen, Katoucha has accumulated a diverse portfolio of hands-on experience in digital communication, customer engagement, and accounting support.

During her time as a Marketing Team Leader at AIESEC, she led initiatives in e-commerce and B2B marketing, combining analytical insights with engaging content strategies. Her ability to design and execute communication campaigns across multiple platforms, including social media, print, and digital, helped amplify brand visibility and drive customer engagement.

Katoucha also brings solid financial experience to the table. At Electropoint Distribution SA, she works as an Accounting Assistant, where she manages invoices, discount entries, and critical administrative documentation. This dual role in finance and marketing highlights her adaptability and commitment to learning in fast-paced business environments.

Her earlier work as a Community Manager at Chibaldino involved advising customers, curating product displays, and launching the brand’s Instagram presence, showcasing her natural flair for connecting with audiences and building brand communities from the ground up.

Fluent in French and English, Katoucha thrives in multicultural environments. Her international mindset and strong interpersonal skills make her a valuable asset in roles that require both precision and creativity.

With a proactive attitude and a genuine enthusiasm for the intersection of finance and marketing, Katoucha is eager to contribute to organizations that value innovation, strategy, and client-centric thinking. Whether developing content, managing data, or supporting financial operations, she brings a thoughtful, detail-oriented approach to every project she undertakes.

Contact Details

  • k.mauron@balfourcapitalgroup.com

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Gordon Seeto

Investment Advisor

Gordon Seeto is a dynamic and visionary executive leader with over 12 years of experience driving transformative business growth and financial strategy across a wide array of industries. With an extensive background spanning finance, government, consulting, IT, construction, property, telecommunications, healthcare, mining, and more, Gordon brings an unmatched depth of insight and commercial acumen to every engagement.

Currently serving in multiple strategic leadership roles—including CEO of OZPlanHub, CFO of Vision Unlimited Group Services, and Advisory Board Member for Kenobi Capital—Gordon is renowned for his ability to craft and implement high-impact growth strategies. He is particularly skilled at working with organizations navigating complex challenges, scaling operations, or seeking to increase their market value in preparation for successful exits or funding rounds.

In his role with OZPlanHub, Gordon focuses on delivering sustainable outcomes within the National Disability Insurance Scheme (NDIS) sector, helping service providers, coordinators, and participants unlock growth and efficiency through tailored financial and operational strategies. At Vision Unlimited Group Services, he plays a key role in managing end-to-end financial planning for a vertically integrated affordable housing initiative, blending equity investment and debt finance to develop viable housing solutions across Australia. Simultaneously, with Kenobi Capital, Gordon advises startups and founders on positioning their businesses for optimal acquisition outcomes by leveraging strategic alignment and value creation.

A calm and intuitive thinker, Gordon’s strength lies in his ability to simplify complexity, offer fresh perspectives, and build organizations that are not only profitable but also people-first and community-respected. His passion for mentoring emerging leaders and guiding executive teams has made him a sought-after advisor and board member.

Driven by a personal philosophy of unlocking the “genius” in others, Gordon approaches every project with the goal of making a lasting, positive impact—on the business, its people, and the broader community. He is always open to opportunities where his extensive knowledge and strategic foresight can contribute to building financially strong, future-ready organizations.

Contact Details

  • g.seeto@balfourcapitalgroup.com

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Tamir Zolzaya

Investment Advisor

Tamir Zolzaya

Data Analyst | Financial Strategist | Investment Research Specialist

Tamir Zolzaya is an ambitious and highly analytical finance professional with a growing track record in data analysis, financial strategy, and investment research. With a strong academic foundation and hands-on experience across multiple sectors, Tamir brings precision, curiosity, and a forward-thinking mindset to the dynamic world of finance.

During Tamir’s internship at BT Financial as a data analyst, he supported strategic decision-making by transforming complex datasets into actionable insights. His work included deep-dive analysis of superannuation funds, extracting and synthesizing data from hundreds of annual reports, and providing data-driven recommendations to streamline reporting processes. His contributions have improved both the accuracy and efficiency of internal operations, demonstrating his attention to detail and strong command of financial tools such as Microsoft Excel.

In the past, Tamir served as a Financial Adviser Assistant with Shrimex LLC, a distributor of Kone Elevators in Mongolia. There, he helped grow a $20,000 investment into $290,000 through a carefully curated strategy of cryptocurrency and stock market investments. His success was rooted in deep market research, a keen understanding of technical and fundamental analysis, and the ability to adapt quickly in high-pressure financial environments.

Tamir’s academic journey at Macquarie University, where has completed a Bachelor of Commerce in Finance, further reinforces his expertise. His coursework in advanced corporate finance, portfolio management, and business agility equips him with the theoretical knowledge to complement his practical experience.

Beyond his technical skills, Tamir is recognized for his collaborative mindset, strong interpersonal communication, and passion for continuous learning. He thrives in team environments where innovation and adaptability are valued and is driven by a desire to make a meaningful impact in the financial services industry.

Outside of work, Tamir is a multi-talented individual with a wide range of interests, from golf, hiking, and travel to piano, painting, and competitive sports. He is also a decorated academic achiever, having earned international honors in mathematics and astronomy competitions. Fluent in both English and Mongolian, he brings a global perspective to every professional engagement.

At Balfour Capital Group, Tamir contributes a data-driven approach, sharp investment insight, and a relentless pursuit of excellence—qualities that align with the firm’s commitment to innovation, performance, and long-term value creation.

Contact Details

  • t.zolzaya@balfourcapitalgroup.com

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Yogi Lamba

Investment Advisor

Financial Analyst | Data-Driven Strategist | Client-Centric Professional

Yogi Lamba is a results-oriented finance professional with a strong foundation in financial analysis, modeling, and operational strategy. With over six years of cross-functional experience spanning corporate finance, accounting, and client relations, Yogi has developed a reputation for analytical precision and a solutions-first mindset—key qualities that align with the performance-driven ethos at Balfour Capital Group.

Currently based in Melbourne, Yogi most recently served as a Customer Service Representative at BP, where he led initiatives that improved customer satisfaction by 20% and reduced service response times by 30%. His role focused on optimizing communication channels and documenting interactions within CRM systems, ultimately contributing to customer retention and operational efficiency.

Prior to this, Yogi held an Assistant Accountant role at Nextgen Accounts, where he quickly mastered accounting platforms such as XERO and MYOB. There, he supported payroll, bank reconciliations, and financial reporting functions for a 10-member team, driving a measurable improvement in reporting accuracy and regulatory compliance. His hands-on experience in financial modeling and investment analysis further demonstrated his capacity for strategic insight and quantitative rigor.

Yogi also completed a finance internship with Arihant Capital, where he built investment models, tracked economic trends, and advised on derivative strategies using platforms like Exness. This experience deepened his understanding of capital markets and client-focused financial solutions, resulting in a measurable uplift in client satisfaction.

In addition to his corporate and internship roles, Yogi is a self-employed derivatives trader with nearly three years of experience managing his own capital across options, futures, and other instruments. He develops and executes a blend of quantitative and discretionary trading strategies, with a strong focus on risk management, capital preservation, and data-backed decision-making. This entrepreneurial role has further refined his market instincts and technical agility.

Most recently, Yogi joined FundingPips as a Funded Trader, where he trades proprietary capital using high-probability strategies across forex and commodities. This contract-based, remote role has enhanced his proficiency in real-time market analysis and macroeconomic trend evaluation, while reinforcing his ability to synthesize technical and fundamental data into effective, profit-oriented trading decisions.

Earlier in his career, Yogi played a key role as Business Administrator at Mangal Murat Solid Concrete, overseeing financial operations for a firm supplying over three million pavement blocks annually. His efforts helped secure government contracts worth $500 million and contributed to a 5% annual net profit increase through cost-optimization and accurate forecasting.

Yogi holds an MBA in Finance from Deakin University, Australia, and a Bachelor of Commerce from Gujarat Law Society. He brings a suite of technical proficiencies including XERO, MYOB, Tally ERP, and advanced Excel modeling, combined with strong interpersonal skills and a global outlook.

At Balfour Capital Group, Yogi Lamba represents a new generation of financially astute, analytically sharp professionals ready to deliver insight, value, and growth.

 

Contact Details

  • y.lamba@balfourcapitalgroup.com

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Aariz Ery Edzaputra

Investment Advisor

Founder & CEO, Atlasio Capital Partners

Aariz Ery Edzaputra is a rising force in the world of alternative investments, known for his ability to integrate entrepreneurial vision with advanced macroeconomic and systematic finance research. As an Investment Advisor at Balfour Capital Group, he brings a future-forward lens to private wealth management, leveraging global market insights, data analytics, and a deep understanding of economic trends to help clients navigate increasingly sophisticated financial environments.

He is the Founder, CEO, and COO of Atlasio Capital Partners, a progressive alternative investment advisory firm based in Sydney. Aariz leads a globally distributed team of analysts and strategists drawn from top academic institutions such as the Ivy League, Russell Group, and Group of Eight. Under his leadership, Atlasio has developed a reputation for macro-driven, research-intensive investment frameworks, backed by rigorous quantitative modelingand a disciplined approach to risk and portfolio construction.

Aariz is also the co-founder and Head of Fund for Strategy Focus Capital, Australia’s first student-led, systematic multi-asset investment fund. The fund serves as an incubator for innovation in investment strategy, utilizing machine learning, algorithmic trading, and quantitative risk management to generate alpha across asset classes. Aariz spearheaded the initiative not only to bring real-world portfolio management experience to students but also to redefine how young talent can contribute to institutional-grade investment processes. Strategy Focus Capital was directly inspired by the work of Qstodia, a global investment consulting firm founded by Erick Meier, with whom Aariz collaborated closely. Together, they bridged practical quantitative research with structured fund design.

Prior to his current roles, Aariz contributed to global macro research and thematic portfolio development at hedge fund Qstodia, where he honed his skills in identifying high-impact market opportunities and sectoral catalysts. His contributions there supported successful long-only equity strategies and informed several macro-based tactical allocations.

Aariz is currently pursuing a Bachelor of Commerce in Finance and Business Information Systems at the University of Sydney, where he is a scholarship recipient and a recognized leader in the finance and tech community. He is the Founding President of the USYD Forex Investment Association, the university’s first society dedicated to foreign exchange markets and macroeconomic investing. Through this platform, Aariz has built a dynamic hub for students exploring global finance, quantitative analysis, and investment careers, while securing institutional sponsorships from leading CFD and quantitative firms to support workshops, mentorship, and research initiatives.

He holds certifications in Bloomberg Market Concepts and the Oxford Algorithmic Trading Programme. With a unique blend of academic excellence, hands-on portfolio experience, and technical mastery, Aariz brings a holistic approach to investment theory, market dynamics, and emerging financial technologies.

At Balfour Capital Group, Aariz Ery Edzaputra contributes to the firm’s mission of delivering bespoke, high-performance investment strategies. He represents the next generation of finance professionals—globally connected, technologically fluent, and driven by data and discovery.

Contact Details

  • a.ery@balfourcapitalgroup.com

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Erick Felipe Meier Jaramillo

Investment Advisor

Erick Felipe Meier Jaramillo is a financial engineer and macroeconomic strategist known for his innovative approach to global asset management. Originally from Medellín, Colombia, Erick merges technical rigor with creative problem-solving, navigating complex financial landscapes with a multidisciplinary lens that spans economics, engineering, and data science.
As Head of Macroeconomic Research at Atlasio Capital Partners in Sydney, Australia, Erick leads research on global fixed income markets, equity derivatives, and the macroeconomic forces shaping investment flows. His strategic insights are grounded in quantitative analysis and enhanced by a deep understanding of geopolitical developments and environmental, social, and governance (ESG) dynamics. He is also certified in ESG by Bloomberg, reinforcing his commitment to responsible and forward-thinking investment strategies.
Erick is also the founder and Chief Investment Officer of Qstodia, a Colombia-based global investment consulting firm. Since its inception, Qstodia has consistently delivered alpha across multiple asset classes, achieving an average monthly return of 5%. Under Erick’s leadership, the firm has executed high-impact investment plays, such as a 111% return over a 3–5 month window during the global post-COVID interest rate hike, a 125% gain from the rebound of Royal Caribbean’s cruise line, and a 104% return tied to a landmark M&A deal involving Colombia’s largest publicly listed companies. These results reflect Erick’s skill in applying macroeconomic insights to tactical portfolio positioning.

While Erick’s investment approach is multi-asset, he specializes in fixed income and global equities, leveraging both deep macro research and real-time market intelligence to identify and capitalize on mispricings and structural trends.
Before entering the institutional investment space, Erick served as a tutor and research assistant at Universidad de Medellín, mentoring students in advanced financial modeling and Bloomberg analytics. His academic foundation includes a Bachelor of Economics (Financial Economics and Finance) from the University of Sydney and a Bachelor of Engineering in Investing and Quantitative Economics from Universidad de Medellín. This dual-discipline background allows him to bridge theoretical knowledge with real-world investment application.

In addition to his core roles, Erick is proficient in data science, econometrics, and software development—skills that he uses to optimize portfolio strategies and conduct high-level quantitative research. His academic work has explored a wide range of topics, from the effects of oil price shocks on microeconomic behavior to the entropy characteristics of encryption algorithms, showcasing his broad intellectual interests and technical capability.
Outside of finance, Erick is passionate about social impact. He has contributed to financial literacy and digital education through mentoring programs such as Coderise, and has volunteered at senior care centers, demonstrating a balanced commitment to both professional excellence and community engagement.

At Balfour Capital Group, Erick represents a new generation of investment thinkers who combine precision, foresight, and purpose to shape portfolios built for a rapidly evolving global economy.

Contact Details

  • e.meier@balfourcapitalgroup.com

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Adeeb Almansour

Investment Advisor

Investment Analyst | Real Estate Strategist | Financial Planning Specialist

Adeeb Almansour is a highly motivated and analytically driven investment analyst with a strong foundation in financial management, real estate transactions, and asset evaluation. With experience spanning across wealth management, real estate investment, and financial reporting, Adeeb brings a results-oriented mindset and a deep commitment to strategic value creation.

Currently working with Ledar Investment, Adeeb serves as a Sales Consultant where he identifies high-potential investment opportunities for clients, negotiates and finalizes real estate transactions, and ensures compliance with regulatory standards. His client-focused approach and expertise in contract drafting have allowed him to build trust and deliver consistently successful outcomes in a competitive marketplace.

Prior to his current role, Adeeb held dual responsibilities as a Real Estate Broker and Property Manager at Mesdaq Real Estate, where he successfully managed a diverse property portfolio and executed transactions exceeding 9 million SAR. In this role, he demonstrated strong financial acumen by overseeing tax reporting, conducting risk assessments, and maximizing investment returns through tailored asset strategies. His hands-on experience managing property accounts and resolving operational challenges further reinforced his ability to optimize financial performance and maintain investor confidence.

Adeeb holds a Bachelor’s degree in Accounting from Qassim University, graduating with distinction and a GPA of 4.35/5. He also earned the CME-4 certification in Wealth & Investment Management through the Capital Market Authority in partnership with the Chartered Institute for Securities & Investment (CISI), underscoring his advanced understanding of global financial markets and investor advisory standards.

Fluent in Arabic and English, Adeeb combines technical expertise with excellent communication and interpersonal skills. He is known for his analytical mindset, negotiation capabilities, and attention to detail. Adeeb is also proficient in financial modeling, tax accounting, risk management, and Microsoft Office Suite—skills that allow him to navigate both traditional and emerging investment environments with agility and confidence.

A member of the Saudi Accounting Association for Zakat and Tax as well as a student member of CISI, Adeeb remains dedicated to professional development and ethical finance. At Balfour Capital Group, he brings a wealth of practical experience, regulatory knowledge, and client-first perspective to support the firm’s mission of delivering long-term investment value and strategic asset growth.

Contact Details

  • a.almansour@balfourcapitalgroup.com

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Craig Chipaga

Investment Advisor

Craig Chipaga is a results-driven Portfolio Asset Manager and Proprietary Trader with over six years of experience in capital markets, portfolio management, and quantitative trading. With a robust background in both institutional and independent trading environments, Craig brings a disciplined, data-informed approach to investment management, consistently emphasizing risk control, strategic execution, and adaptive market strategies.

Currently serving as a Portfolio Asset Manager at Alpha Capital in London, Craig applies technical, fundamental, and sentiment-based strategies to manage diverse portfolios across various market conditions. His trading methodology is rooted in supply and demand theory, market structure, and macroeconomic forecasting, enabling him to optimize portfolio performance while maintaining a strong emphasis on disciplined risk management.

In addition, Craig operates as a Proprietary Trader at Contract Funding Pips in Dubai, where he focuses on systematic trading, back-tested strategies, and advanced risk modeling. His approach balances performance-driven objectives with a commitment to capital preservation and strategic growth.

Craig’s trading expertise extends across multiple roles, including a notable tenure at AscendxCapital in London, where he specialized in executing data-driven swing trades with an emphasis on minimizing risk and maximizing efficiency. Throughout his career, he has demonstrated mastery in risk-to-reward optimization, capital efficiency, and disciplined position management.

Earlier in his career, Craig interned as a Financial Analyst at Ecocash in Harare, where he honed his skills in financial forecasting, reporting, and process optimization. Beyond his formal roles, he has independently traded forex markets, further refining his analytical skills through Python-based back-testing and detailed performance journaling.

Craig holds a Bachelor of Banking & Finance from Asia Pacific University in Kuala Lumpur, Malaysia, with a major in Investment Analytics and Risk Management. He is also the former President of the Young Investor Club and has led performance mindset masterclasses for aspiring traders.

With a diverse skill set that includes financial modeling, market research, and compliance expertise, Craig Chipaga stands out as a modern market professional—combining analytical rigor, strategic thinking, and a relentless pursuit of excellence in trading and asset management.

Contact Details

  • c.chipaga@balfourcapitalgroup.com

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Tom Ghiglione

Investment Advisor

Tom Ghiglione is a seasoned investor relations and business development leader with a strong focus on early-stage ventures, sustainable innovation, and strategic fundraising. With a dynamic international background and an entrepreneurial spirit, Tom bridges the gap between emerging technologies and the capital needed to bring them to life.

Currently serving as Investor Relations Manager and Business Development lead at TechBricks, Tom plays a pivotal role in evaluating venture potential, analyzing financials, and shaping go-to-market strategies. He supports the full venture lifecycle—from ideation and validation to MVP development and capital raising—playing a hands-on role in preparing startups for successful funding rounds. Notably, he supported the setup of a $1.5M raise and contributed to the groundwork for a $20M Fund I launch, sourcing Limited Partners and crafting a custom crowdfunding system to expand investor access.

As the founder of Ghiglione Consult, Tom has advised a portfolio of high-growth startups and hedge funds on strategic operations, investment readiness, and market positioning. Through this venture, he has collaborated with respected partners such as WhiteCastlePartners, Costa Norte Capital, APEX Ventures, and Emerald Wave Advisors. His client list spans sectors like AI, climate tech, Web3, and fintech—including standout startups like LeonardoAI (adopted by the Nordic Development Fund), Carbon13 portfolio ventures, and Proon-Tech.

Tom’s impact in venture capital extends further through his partnership with Costa Norte Capital, where he helped source and evaluate global fundraising opportunities. His work resulted in over $32M in signed clients and $15M in committed Series A investments from San Francisco to Geneva. He’s also contributed to sustainable innovation through Arboriza21, a project reforesting regions of Peru using carbon tokens and blockchain technology—successfully planting over 80,000 trees while championing local education for women and children.

His earlier consulting work with EGS and venture studios like Respire and SyncPeakVentures emphasized data-driven market entry strategies for climate-focused hardware startups. A deep believer in green innovation, Tom has championed projects involving hydrogen energy and battery-based charging stations for EVs across Europe and the U.S.

Tom is fluent in English, Italian, and German and is currently completing a Bachelor’s in Entrepreneurship at the International University of Applied Sciences. A former professional athlete, he was awarded national scholarships and competed with Italy’s U20 national rugby team, embodying leadership, resilience, and international ambition.

At Balfour Capital Group, Tom brings his unique blend of financial insight, entrepreneurial drive, and cross-sector experience to empower innovative ventures and investors alike.

Contact Details

  • t.ghiglione@balfourcapitalgroup.com

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Amine El Aissaoui

Investment Advisor

Trade Finance Executive | Financial Analyst | Multilingual Market Specialist

Amine El Aissaoui is a seasoned financial analyst and trade finance executive with over five years of experience in international finance, investment advisory, and relationship management. Known for his analytical precision and multilingual fluency—Arabic, French, and English—Amine brings a global perspective to structuring cross-border financial solutions and advising on investment strategies.

Currently, Amine serves as a Trade Finance Specialist at Euro Exim Bank, where he structures and facilitates international transactions using instruments such as Letters of Credit, Bank Guarantees, and Bonds. He works closely with clients to assess financing needs, ensure regulatory compliance, and enhance working capital efficiency through customized solutions.

His academic background is rooted in engineering, holding a Bachelor’s degree in Mechanical Engineering & Management from the University of Rennes 1 in France. This education equipped him with a strong technical foundation and analytical mindset, allowing him to approach complex financial challenges with precision and systematic problem-solving.

Transitioning into finance, Amine has consistently built upon this foundation, evolving into an expert in investment analysis, trade finance, and financial advisory. He is skilled in interpreting financial statements, forecasting cash flow, and leveraging KPIs to support executive decision-making. His career reflects a deep commitment to continuous learning and a strategic understanding of global financial markets.

Amine’s client-centric approach, cultural awareness, and ability to build lasting relationships make him a valuable asset in high-stakes financial environments. He has a proven ability to connect investment strategy with real-world execution, ensuring clients receive tailored, data-backed insights that drive growth and mitigate risk.

At Balfour Capital Group, Amine contributes a unique blend of technical rigor, cross-border finance expertise, and multilingual communication skills. His role supports the firm’s mission to deliver value through innovation, strategic structuring, and global financial intelligence.

Contact Details

  • a.aissaoui@balfourcapitalgroup.com

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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.

contact details

  • johan.boos@balfourcapitalgroup.com

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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

contact details

  • steve.lawrence@balfourcapitalgroup.com

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