After graduating from the NYU Stern School of Business, Steven attended the London School of Economics where he successfully received his master’s in finance. Steven has been working in the financial markets for the last 23 years. He joined Robert Fleming in 1998 where he remained for 2 years prior to joining Lehman Brothers where he worked for 8 years, being the best in-house broker in 2005. In September 2008 he became an Investment Analyst at Hambros bank, managing clients’ investments worldwide. In March 2016, Steven joined Balfour Capital Group as a Senior Investment Advisor, bringing his 18 years of experience to the firm.
Steven has over 20 years of experience in the financial world and an excellent knowledge of the stock market and its products. His strong math, communication, and computer skills enable him to constantly stay ahead of the curve and deliver positive results to the firm’s clients.
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 programmes 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 programmes.
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 John 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.
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. His previous roles include positions 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 3.5M for 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% YoY growth for one of the key accounts in APAC, resulting in a revenue of USD 373k 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.
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. His career began at the Union Bank of Switzerland in Lucerne, Switzerland, where he worked in the Wealth Management division. There, 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.
Following his successful stint at UBS, Johan established Boos Investments Sarl, where he served as 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 his own 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.
With extensive experience in business development, project management, and sales and marketing, Dalip is a valuable asset to our team. He holds a Bachelor of Arts (Hons) in Business Administration and an Advanced Diploma in Management. As Chief Operating Officer at EBISBANK and Senior Business Development Manager at Maybank Singapore Limited, he established revenue goals, identified new business opportunities, and cultivated strong customer relationships.
Dalip possesses excellent communication, leadership, and organizational skills, with an entrepreneurial spirit and a proven sales track record. He is proficient in MS Office and CRM software and has in-depth knowledge of market trends. In his free time, he enjoys creative writing, reading, and exploring other cultures.
Dalip prioritize creativity, innovation, and global awareness, and values that align with his personal interests. We are proud to have him on our team, where he constantly explores new business opportunities and trends, bringing his critical thinking, decision-making, and problem-solving skills to the table.
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, 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.
Sonia Joseph is a highly accomplished professional with over 12 years of experience in business management, finance, marketing, and sales. As a global introducer of high-net-worth clients and small institutions, she has recently joined Balfour Capital Group, where she works directly with Chief Investment Officer Steve Alain Lawrence. Sonia’s diverse skill set includes client-vendor relations, business start-up and development, and the ability to quickly implement specific and timely service programs to maximize sales.
Sonia has a rich background working in various industries such as auditing, banking, and technology. She founded and served as CEO of Cogni Stride – General Trading LLC since 2018, where she negotiated business acquisitions, expanded the company’s market presence, and established a performance-driven company culture. Sonia has also worked as an Internal Audit Associate at M and M Al Menhali Auditing, an Audit Intern with KPMG Oman, a Procurement Coordinator at Intelligent Business Technologies, and an Associate Financial Services Manager at ICICI Bank. Throughout her career, Sonia has consistently demonstrated excellent communication and interpersonal skills, making her an invaluable asset to any team.
Sonia’s passion for pursuing a career that allows her to utilize her creative, customer service, and technical skills is evident in her work. She is a Certified Computer Skills Specialist and holds an E(CCNSSG) – L20I05S H certification. Sonia is multilingual, proficient in English, Hindi, and Marathi, and has obtained various certifications in computer skills, data analysis, National Stock Exchange Certified Capital Market Professional, SPSS, and accounting fundamentals. With her extensive experience, impressive credentials, and commitment to excellence, Sonia is poised to make significant contributions to any organization she joins.
Stephen Brook is an accomplished Founder/Manager with extensive experience in the International Trade & Development industry. He has a proven track record of delivering outstanding results by leveraging his expertise in negotiation, sales, event management, marketing, and strategic planning. Stephen is also highly observant and pays attention to detail, allowing him to identify opportunities that others may miss.
As a strong advocate for community and social services, Stephen has demonstrated his commitment to creating a positive impact on society through his work. He is passionate about making a difference in people’s lives and empowering them to achieve their goals.
Stephen’s vision and leadership have resulted in the successful launch of Carbon Neutral Finance, an innovative and socially responsible financial services firm. He is dedicated to helping individuals and businesses reduce their carbon footprint by offering sustainable financing solutions that support environmental initiatives.
With a keen ability to navigate complex situations, Mr. Brook has earned a reputation as a trusted advisor and leader. He is committed to creating sustainable growth and building meaningful relationships with clients and partners alike. Stephen’s strategic vision and dedication to social responsibility make him a valuable asset to Balfour Capital Group.
Miguel Núñez is a distinguished professional in financial administration, showcasing both diverse academic credentials and vast professional experience. He graduated with a degree in Financial Administration from the Autonomous Metropolitan University, Mexico City, and further expanded his communication skills with English language studies at the Mexican North American Cultural Relations Institute.
His professional development included a certification course for a Floor Operator License and a Securities Promoter License, both offered by the Mexican Association of Stock Brokers, an affiliate of the Mexican Stock Market. To broaden his financial acumen, Miguel also completed a diploma in Stock Market Analysis from the same association in collaboration with La Salle University.
Miguel’s professional expertise spans across project management, business consulting, and public relations. His career trajectory includes roles at several prominent organizations, beginning with an assistant controller position in the Finance Department at Aseguradora Mexicana, S.A. Later, he served as an Account Executive at Scotiabank Inverlat in Salina Cruz. Presently, he is contributing his financial expertise as an Independent Financial Advisor with EXITUS CREDIT, specializing in credit services.
Miguel Núñez’s blend of comprehensive financial knowledge and practical experience positions him as a significant figure in the financial management and consultation sector.
Aviral is co-founder with two roll-ups and is currently focused on mergers, acquisitions, and Joint Ventures in the mid-market & lower mid-market along with restructuring, management change, general management activities. He has also been associated with VC funds as venture partner & in advisory capacity.
He is currently Venture Partner at Greyhorse Venture Fund, where he focuses on early-stage, growth, and post-IPO investments. Also- looking at Pre-IPO opportunities for companies looking to be listed in NYSE/LSE with ticket size of $25M-$100M. He is involved with another blockchain fund & a late-stage investment firm.
He has worked as Principal with Brandywine Insights focused on consulting engagements globally. Prior to this he has led & launched new initiatives in different capacities, have worked with EY, Media/Ad businesses & others around analytic, planning etc.
He has specialization in strategic management from CBS and Business & Financial modelling from Wharton School along with technology background in Electronics and Communications focused on TMT – Technology, Media and Telecommunication.
He has occasionally been writing about startups, Tech & Business blogs/columns as guest/contributing writer & have been jury member & speaker in various events.
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.
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.
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. 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.
Dhruv Arun Singh is an accomplished finance professional with a strong academic foundation and substantial experience in the finance and technology sectors. Dhruv received his Bachelor of Commerce from the Symbiosis College of Arts and Commerce in India in 2015, distinguishing himself in Macro Economics, Accounts, and Contract Law.
He furthered his education at The University of Adelaide in Australia, earning a Master of Finance and Business Economics with distinctions in Fund Management, Corporate Finance, Econometrics, Derivatives, Financial Modelling Techniques, International Finance, Accounts and Quantitative Methods in 2021.
Dhruv’s professional journey is marked by progressive roles in prestigious organizations. He kick-started his career as an Associate Trainee at PwC and proceeded to work as a Tax Analyst at EY, India. After which, he served as a Buy Side Analyst at Larsen & Toubro Ltd, India, where he gained a comprehensive understanding of investment and finance. Moving to Australia, Dhruv then assumed the role of Telstra Solutions Consultant at TSA Group in Adelaide, expanding his expertise into the technology sector.
Currently, Dhruv serves as a Financial Solutions Consultant at Meridian Ventures. Mr. Singh’s blend of comprehensive education and diverse professional experience solidify his status as a dedicated expert in the financial field.
Tobias graduated from Leeds University in 2012 with a degree in International History & Politics. Following a stint in Frankfurt working for a financial adviser, Tobias moved to London to pursue a career in the City.
Tobias’ roles have always centered on client relationships within some of the UK’s leading investment platforms, SIPP providers and asset managers. He joined Balfour Capital Group in May 2019 as a Business Development Manager focusing on our intermediary relationships.
Outside the office, Tobias is a keen musician, having played the drums for 18 years. He also enjoys most sports, particularly rugby, cycling, skiing and running.
Julie joined Balfour Capital Group’s London office in 2004. She supports the team and also manages the office. Outside of work, Julie enjoys concerts, the theatre and heading back home to the West Country.
Diana joined Balfour Capital Group in December 2015. She was previously Head of Compliance for Charles Stanley. Prior to that, she was Head of Compliance for Quilter Cheviot and helped guide the firm through a number of corporate transactions in her time there. She is a qualified company secretary and fellow of the Chartered Institute for Securities.
Richard is responsible for business development and managing relationships with our strategic distribution partners in the Middle East and North Africa. With over 20 years’ experience working in the international financial services industry, nine of which were spent living in the Middle East, Richard provides a wealth of knowledge and practical experience for the benefit of our business partners.