Our Team

You can place your trust in our team of specialized professionals, who offer a comprehensive range of services including award-winning portfolio management, stockbroking, and wealth planning.

Steve Alain Lawrence

Chief Investment Officer

Steven 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. Presently, he humbly manages an impressive $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 rate of return of 23.03 percent, reflecting his expertise and commitment.

On April 11, 2023, a significant moment arrived when Steven Alain Lawrence 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, Steven now leads the charge in Balfour's global expansion efforts while gratefully holding membership in esteemed institutions such as the Institute Directors of London and the Hedge Fund Trade Association.

Steven's path to success began after his graduation 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, Steven embarked on a remarkable 23-year career in the financial markets, leaving an indelible mark at every stage.

In 1998, Steven 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, Steven 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 Steven 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, Steven 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.

Steven 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.

Janis Urste

Division Head of Indonesia and Malaysia – Chief Market Technician

Janis Urste is a highly accomplished financial strategist with a remarkable career spanning well over a decade in the world of finance, investment, and trading. His journey into the intricate world of finance began at a remarkably young age, at just 14, when he embarked on his path by meticulously handcrafting financial charts. This early passion and commitment to understanding the dynamics of financial markets set the stage for his extraordinary career.

Education played a pivotal role in shaping Janis's expertise. He pursued higher education at prestigious institutions, including Yale University, where he delved into comprehensive courses focused on financial markets. This educational foundation provided him with the theoretical knowledge and analytical skills essential for success in the finance industry. Furthermore, his dedication to continuous improvement led him to further hone his skills in portfolio and risk management through a specialized program at the University of Geneva.

Janis Urste's career highlights are a testament to his exceptional talents and contributions to the financial community. Among his many accomplishments, he garnered significant recognition as "The Best Technical Analyst 2015" at a prestigious financial expo held in Dubai. This accolade underscores his exceptional proficiency in technical analysis and his ability to navigate complex financial markets with precision.

However, Janis's journey extends beyond personal success. He has dedicated himself to coaching and educating aspiring traders, leveraging his extensive knowledge and practical experience to empower others. Through his coaching sessions, Janis has played a pivotal role in transforming individuals into successful traders, equipping them with the skills and insights needed to consistently profit in the dynamic world of financial markets.

Janis Urste is renowned not only for his technical acumen but also for his professionalism, punctuality, and unwavering positivity. These qualities have set him apart as a respected figure in the industry. His specialization within financial markets, coupled with his focused approach, has enabled him to achieve remarkable success in financial trading, investment banking, and hedge funds.

At the core of his career is his association with Global Finance Solution Group (GFS). As a visionary leader, Janis aspires to position GFS as the preeminent resource for traders of all levels. Under his guidance, GFS has become a trusted source of financial knowledge, offering actionable trade ideas, real-time market updates, and comprehensive daily market education.

Janis Urste's commitment to the financial sector goes beyond his work with GFS. He also serves as a board member of Amero Bank, a respected financial institution registered in the Czech Republic. Amero Bank holds recognition as a Money Service Business by the Financial Transactions and Reports Analysis Center of Canada (FINTRAC), emphasizing its commitment to financial compliance and excellence.

Additionally, Janis is actively involved with Attractive Investments Fund sro in Prague, which holds a license from the Czech National Bank for investment activities. This engagement further underscores his dedication to investment management and the prudent stewardship of financial assets.

Janis Urste's journey from a young enthusiast crafting financial charts to becoming a distinguished financial consultant and educator is a remarkable testament to his unwavering passion and expertise in the finance industry. His commitment to sharing knowledge, fostering interest in trading, and making a positive impact on the financial world continues to shape his career and inspire those around him. Janis Jamis Urste remains a driving force in the ever-evolving landscape of finance, leading by example and setting the highest standards of excellence.

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. 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.

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. 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.

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 and always brings a motivated attitude and a diverse range of powerful skills that are highly valuable in the financial sector.

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 client’s 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 and managing around $ 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. Mr. 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.

Yufen Kendri

Wealth Advisor Jakarta Indonesia

Yufen Kendri brings over 17 years of experience in the global markets to his new role as a Wealth Advisor at Balfour Capital Group. His journey in the financial sector began with a solid foundation in Economics Management, earning his Bachelor's Degree from Tarumanagara University, Indonesia, in August 2007. Yufen's career took off immediately after graduation, when he joined PT Dima Indonesia as a Personal Assistant to the National Key Account Manager. Here, he honed his skills in sales performance analysis and reporting, setting the stage for his future in the banking and financial services industry.

March 2008 marked the beginning of Yufen's extensive career in banking, starting with PT Bank Mega Tbk. as a Personal Relationship Officer. In this role, he excelled at maintaining and expanding the portfolio of priority banking customers through strategic reporting and fund management strategies. His knack for strategic planning and customer relationship management led him to PT Memoire Worldwide in April 2010, where he served as a Marketing Manager. Yufen's ability to drive sales growth, maintain customer loyalty, and explore new markets significantly contributed to the company's success.

In February 2011, Yufen returned to the banking sector, joining PT Bank OCBC NISP as a Senior Personal Financial Consultant. Here, he continued to specialize in priority banking, further developing his skills in portfolio management and strategic fund growth. His leadership and strategic planning skills were further recognized in February 2012, when he became the Branch Manager at PT Bank Danamon. Under his guidance, the branch saw significant growth in its privilege banking customer portfolio and an increase in savings and deposit funds through strategic product offerings like Bancassurance and Mutual Funds.

Since May 2018, Yufen has been shaping the futures of his clients as a Portfolio Manager at PT Sentratama Investor Berjangka. In this role, he meticulously determines the appropriate level of risk for clients based on various factors, ensuring their investment needs are met with personalized strategies. His proven track record of success in portfolio management, strategic planning, and customer relationship management positions him as a valuable asset to Balfour Capital Group. Yufen Kendri's depth of experience, strategic insight, and dedication to client success make him an exemplary Wealth Advisor, ready to contribute to the growth and success of Balfour Capital Group and its clients.

Sam Cooke

Business Advisor and To Senior Management at Balfour Capital Group

Sam Cooke is a distinguished expert with a deep knowledge of economic trends in mainland China and Southeast Asia. As the former CEO of CarbonX, a Hong Kong-based environmental B2B startup, he specialized in boosting revenue streams and securing seed investments for emerging environmental enterprises, significantly enhancing their financial and operational performance.

His career spans impactful roles in local NGOs like OceansAsia, prestigious institutions such as the Asian Development Bank, and corporate entities including China Resource Power. At the Chinese University of Hong Kong (CUHK) , Sam further honed his expertise. His research, focusing on regional economic trends and environmental challenges, has been cited or published over 17,000 times by renowned outlets like the BBC, ABC, NBC, The New York Times, and the South China Morning Post.

A respected speaker, Sam has conducted insightful talks and workshops on sustainability, plastic pollution, and environmental finance for prestigious organizations, including the Guangzhou Municipal Government, Royal Hong Kong Yacht Club, and KPMG. His influence has extended to companies such as Modern Terminals, JS Wealth, CLP (China Light and Power), AECOM, NOWTV, and more.

Sam is set to publish his book, "The Trillion-Dollar Stake of Carbon Neutrality: Energy Infrastructure in Hong Kong and the Greater Bay Area," by World Scientific in early 2024, offering key insights into the financial implications of environmental sustainability in the region.

Educationally, Sam is well-equipped with a degree in Environmental Studies from Eckerd College and a Master's in Ecological Economics from the University of Edinburgh & SRUC, aligning his academic pursuits with his professional focus on the intersection of environmental science and economic strategy.

Emmanuel Baiden

Senior Analyst For The United Kingdom

Introducing Emmanuel Baiden, a trader and sales specialist boasting an illustrious nine-year career in the financial markets. Mr. Baiden holds an MSc in Investment and Risk Finance as well as a BA in International Business Management with French, both from the esteemed University of Westminster.

Within the scope of his achievements, Mr. Baiden has spearheaded the onboarding of over 500 OFX clients, generating an impressive $10,000,000 in revenue. His talent extended to ETX, where his client onboarding efforts yielded substantial tens of thousands. Assisting financial advisors, he skillfully oversaw portfolios with multimillion-dollar assets under management.

Serving as a clear indicator of his impeccable trading skill, Emmanuel transformed a $50 trading account into an astounding £100,000 achieving a staggering 199900% increase and netting the company over $80,000. His written contributions are equally impactful, having penned over 100 articles for Finance and Crypto entities.

Mr. Baiden’s extensive skillset is the culmination of a diverse journey. At Finixio, he excelled as a crypto/tech writer, delivering timely and impactful content on cryptocurrencies, blockchain, fintech, and financial markets. At Tradeview Markets he worked as a trader analyst showcasing his knowledge in a variety of financial products, while at Clearwater Wealth Management, he partnered in providing top-tier financial planning services.

Emmanuel's journey also encompasses esteemed affiliations, including his status as an Associate Member of the Chartered Institute of Investment and Securities, in addition to his membership in the Institute of Directors. Mr. Baiden's comprehensive expertise, spanning remarkable trading and sales accomplishments to insightful literary contributions, positions him as an indispensable asset to Balfour Capital Group.

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, California, and an MBA from the University of Oxford.

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.

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. 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 $200,000 to a staggering $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 esteemed clientele. In this dynamic partnership, innovation meets expertise, and the future of finance looks more promising than ever.

Scott Canillac

Co Founder of Anaideia

Scott 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. Which 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. 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 makes him a key asset in our quest for financial excellence.

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. 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 and is an invaluable addition to the Balfour team which is likely to also lead to its expansion in many areas.

Diana Thompson

Head of Human Resources

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.

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. 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.

Alan Antony

Account Executive

Alan Antony possesses extensive expertise in the fields of business intelligence research and financial analysis. He served as a Research Associate at Williams Lea, where he conducted comprehensive research and analysis on companies, industry verticals, competitors, and potential acquisition targets. Alan's meticulous approach and ability to gather relevant insights have enabled him to provide valuable recommendations and support strategic decision-making processes.

Prior to that, Mr. Antony worked as an Analyst at Northern Trust Corporation, where he played a crucial role in supporting portfolio managers for efficient trade settlement processes. Working with a portfolio valued at approximately $1 trillion, Alan demonstrated his expertise in managing complex financial operations and ensuring smooth workflows.

Alan holds a Master's degree in Business Administration with a specialization in Financial Services from Symbiosis University of Applied Sciences, Indore. Currently pursuing a Master's in Applied Economics from the University of Adelaide, SA, Alan continues to expand his knowledge and skills in the field.

With his exceptional expertise, dedication to excellence, and strong academic foundation, Alan is a valuable asset to Balfour Capital Group, capable of navigating complex financial landscapes and contributing to its success.

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 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.

Stephen Brook

Business Development - Thailand & Indonesia

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.

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.

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.

Dhruv Arun Singh

Financial Specialist

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.

Jafet Said Lira Reyes

Business Partner - Mexico and Latin America

Jafet Said Lira Reyes's choice to join Balfour Capital Group is inspired by the company's global reach. With a strong foundation in investments and financial analysis, Jafet has emerged as a revered figure in the financial sector, steering growth, and success for leading companies. His extensive understanding of the global financial markets, including stocks, bonds, and commodities, adds to his prowess in the field.

Jafet's academic excellence includes a bachelor’s degree in law from TecMilenio University, with ongoing pursuit of a degree in I.R. (International Relations). This foundation, combined with his on-the-ground experience, equips him to provide unique insights into private equity and investment banking across markets like Mexico, South America, Asia, GCC, and the US.

"I see my role at Balfour as more than numbers; it's about bridging people with opportunities," Jafet emphasizes, reflecting his connection with both institutions and individuals from all backgrounds.

"Jafet's multifaceted skills, moral integrity, and ability to navigate complex financial landscapes make him an invaluable asset to our global vision," says Steve Alain Lawrence, CIO of Balfour Capital Group.

As an exclusive partner for client acquisition in Mexico, Jafet's collaboration with Balfour Capital Group is poised to redefine financial consultancy and promote economic prosperity that resonates with cultures and individuals across the globe. Mr. Reyes is specially committed to the economic growth of Mexico and LATAM, enhancing the scope and effectiveness of this partnership.

Aviral Paul

Investment Adviser Asia

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.

Adam Solomon Green

Head of Business Development and Long Term Range Planning

Adam Solomon Green brings over 20 years of financial industry experience to his role as Head of Business Development and Long Term Range Planning at Balfour Capital Group. Before joining the company as a Partner, Adam held various leadership positions at esteemed financial institutions such as Sterling Trading Group, J.P. Turner & Company, LLC, GunnAllen Financial, Inc., and INTERCAP WEALTH MANAGEMENT.

Throughout his impressive career, Adam has demonstrated his expertise by managing a foreign exchange sales group of over 25 salespeople, leading a team of 30 brokers in the bond market and initial public offerings with a focus on technology stocks, and serving as an investment banker specializing in underwriting public offerings and executing turnarounds.

At INTERCAP WEALTH MANAGEMENT, Adam played a pivotal role in creating and implementing the company's business development strategy, launching European and Asian divisions, 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.

Vito Piccininni

Business Development Italy

Vito Piccininni brings extensive expertise as a finance and insurance consultant, accumulating more than 14 years of invaluable experience in the industry. His impressive career path has seen him assume pivotal positions within esteemed financial institutions, highlighting his exceptional skills and track record of delivering outstanding outcomes.

As a Finance Manager at Finera srl in Milan, Vito demonstrated his ability to oversee financial operations and effectively manage resources to achieve strategic objectives. His strategic thinking and analytical skills were further honed during his tenure as a Financial Consultant at Allianz Bank Financial Advisor. In this role, he provided valuable insights and guidance to clients, helping them navigate the complexities of the financial landscape.

Vito's passion for personalized financial management led him to work as a Personal Account Manager at Intesa Sanpaolo Spa in Bari. There, he developed and managed portfolios tailored to individual needs, ensuring optimal financial outcomes for his clients.

In his role as a Private Client Advisor at UBS in Rome, Vito provided comprehensive financial advice and solutions to high-net-worth individuals. His exceptional interpersonal skills and deep understanding of client needs allowed him to foster long-term relationships based on trust and mutual success.

Throughout his career, Vito has maintained an unwavering commitment to excellence in his professional endeavors. He approaches his work with unwavering energy, concentration, and a determination to surpass set goals. His ability to develop portfolios, exceed targets, and consistently deliver exceptional results exemplifies his dedication to achieving excellence in the financial and insurance industry.

Miguel Núñez

Senior Account Executive Mexico

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.

Matías Fernández

Jr. Portfolio Manager Chile – South America

Matías Fernández Casasempere is an accomplished professional, excelling as an FX Operator at Tanner Investments. With a solid background in Industrial and Energy Engineering, complemented by a minor in Environmental Engineering, Matías refined his expertise at the esteemed Universidad Adolfo Ibáñez.

His professional journey began at Globe Power, where he quickly ascended from the role of an Operations Analyst to a Project & Business Engineer. It was here Matías enhanced his capability to balance intricate technical requirements with strategic business needs, while simultaneously cultivating robust relationships with key clients and identifying lucrative business opportunities.

His transition to Tanner Investments as an FX Operator allowed Matías to utilize his exceptional analytical skills and deep understanding of finance. Known for his commitment to data-driven decision-making, Matías has an impressive track record of delivering outstanding results and driving significant growth.

Consistently updating himself with the latest industry trends and technologies, Mr. Fernández is a motivated engineer devoted to professional excellence. His vast knowledge across multiple engineering disciplines and his experience in finance position him uniquely in the industry, making him a valuable asset in any endeavor he undertakes.

Mohamed Aziz Ben Chamkha

Junior Relationship Manager - Italy

Mohamed Aziz Ben Chamkha is a highly accomplished and versatile professional, boasting an impressive background in sales management, consulting, communications, and banking. With a proven track record of excellence, he excels in formulating impactful sales strategies and driving revenue growth.

Throughout his career, Mohamed has occupied pivotal roles across diverse industries, including his tenure as a Sales Management Consultant at Excellent Ambassador, an exclusive concierge company, Communications Officer at ITA Airways, Communications at Covisian S.p.A, and Banker at Zitouna Bank. His expertise in market analysis, persuasive communication, and exceptional customer service consistently contributes to the success of his clients and employers.

Complementing his professional experience, Mohamed's educational background further enhances his capabilities. He holds a Professional Certificate in Art Direction and Digital Communication from Accademia Italiana, equipping him with comprehensive knowledge and skills in implementing creative visual communication strategies. Additionally, he has a Bachelor of Applied Studies in Management and Finance from IHEC Carthage, establishing a solid foundation in business management principles.

Mohamed Aziz Ben Chamkha brings a distinctive perspective to any organization, thanks to his diverse expertise and robust educational foundation. His strategic thinking, exceptional communication skills, and unwavering commitment to excellence make him an invaluable asset in the realms of sales management consulting, communications, and banking. Mohamed's ability to deliver tangible results and his passion for providing exceptional service render him the ideal professional for collaborative endeavors aimed at achieving business objectives and fostering sustainable growth.

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