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Arun Subbiah, CFA, FCSI

Arun subbiah, cfa, fcsi

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location of Arun Subbiah, CFA, FCSILondon Area, United Kingdom
Phone number of Arun Subbiah, CFA, FCSI+91 xxxx xxxxx
Followers of Arun Subbiah, CFA, FCSI627 followers

  • Timeline

    Current Company
    Apr 2017 - now

    Investment Director (SMF 3)

    EGR Wealth

  • About me

    Investment Director (SMF 3)

  • Education

    • Cfa institute

      2023 -
      Cfa charterholder

      A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

    • Financial conduct authority (fca)

      2012 -

      FCA registered since 2012 and continue to hold a CF30; Customer function position

    • Chartered institute for securities and investment

      2012 - 2012
      Private client investment advice & management retail distribution review level 6

      Private Client Investment Advice & Management (PCIAM) is recognised by Ofqual as the CISI level 6 Certificate in Private Client Investment Advice & Management. This qualification is regulated by Ofqual as a level 6 qualification on the Qualifications & Credit (QCF) Framework. PCIAM provides a sound grounding of investment principles, risk, taxation and planning

    • Bayes business school

      2004 - 2008
      Bsc (hons) mathematics and finance 2:1

  • Experience

    • Egr wealth

      Apr 2017 - now
      Investment director (smf 3)

      Investment Management• Responsible for the Discretionary Fund Management of over 500 multi-asset model portfolios• Investment analysis of UCIT Funds, Investment Trusts, and ETFs• Investment analysis of UK, European and US public equities• Primary contributor of Investment Management Committee• Experience in portfolio construction and asset allocation to specified mandatesResponsibilities and achievements- Hold SMF3 – Executive Director SM&CR position – Part of Firm’s Board of Directors and Governance of CMP. - Designated Consumer Duty champion – responsible for effective governance of principle 12 - Prescribed Responsibility B - Responsibility for the firm’s performance of its obligations under the employee certification regime- Write investment articles and recorded video investment commentary for Firm’s social media and conduct regular technical presentations to sales team and stakeholders - Maintain efficient working relationship with back and middle office on all matters of client mandate, including openings, transfers, compliance, legal, bespoke requests and managing team of 20 colleagues Show less

  • Licenses & Certifications