Philip Pallisgaard Mark

Philip pallisgaard mark

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location of Philip Pallisgaard MarkCopenhagen, Capital Region of Denmark, Denmark
Phone number of Philip Pallisgaard Mark+91 xxxx xxxxx
Followers of Philip Pallisgaard Mark1000 followers
  • Timeline

    Aug 2005 - May 2024

    Senior Investment Specialist and ESG ambassador with focus on HNWI

    Nordea
    Current Company
    May 2024 - now

    Senior Advisor for HNWI and UHNWI

    Hemonto
  • About me

    Senior Advisor for HNWI and UHNWI at Hemonto, Denmarks largest independent asset manager. We work for fair play and transparency.

  • Education

    • Selandia hhx slagelse

      2002 - 2005
      Højere handels eksame
    • Dyhrs skole

      1992 - 2002
  • Experience

    • Nordea

      Aug 2005 - May 2024

      * Driver for the new Investment Specialist-Group within Private Banking East. * Portfolio management work* Tactical and strategical asset allocation including portfolio analysis* Stocks, bonds, funds, alternative investments and other financial productsDedication, courage, ownership and collaboration are key points for me and my way of work. * Portfolio management* Tactical and strategical asset allocation including portfolio analysis* Stocks, bonds, funds, alternative investments and other financial products* Wealth planning including capital structure and taxDedication, courage, ownership and collaboration are key points for me and way of work Investeringsrådgiver for formuende kunder, både frie- og pensionsmidler. Tilbyder skræddersyet løsninger, med fokus på risiko, tidshorisont, spredning og cashflow, og både i danske og udenlandske investeringer. Privat bankrådgiver for 200 familier, med forretningsomfang på min. 250.000 kr. Investeringsansvarlig i afdelingen.

      • Senior Investment Specialist and ESG ambassador with focus on HNWI

        Jan 2022 - May 2024
      • PB Copenhagens ESG ambassador

        Apr 2019 - Jan 2022
      • Senior Investment Advisor

        Jul 2018 - Jan 2022
      • Investment Advisor

        Aug 2013 - Jul 2018
      • Financial advisor

        Aug 2007 - Jul 2013
      • Bankelev

        Aug 2005 - Jul 2007
    • Hemonto

      May 2024 - now
      Senior advisor for hnwi and uhnwi

      Hemonto is a Danish fintech company that assists wealthy organizations, businesses, and private investors in establishing a strong foundation for their investment decisions by delivering comprehensive investment overviews across managers and offering strategic capital management advice. Overall, we monitor and manage more than DKK 400 billion for our clients. Common among them is that they own or manage assets exceeding DKK 50 million and seek to optimize their financial conditions.

  • Licenses & Certifications

    • Project management essentials

      Udemy
      Jul 2023
      View certificate certificate
    • Aif - alternative investeringsfonde (rød risikomærkning)

      Finanssektorens uddannelsescenter
      Nov 2023
    • Certifikater og exchange traded notes (rød risikomærkning)

      Finanssektorens uddannelsescenter
      Nov 2023
    • Strukturerede produkter (inkl. strukturerede indlån) (rød risikomærkning)

      Finanssektorens uddannelsescenter
      Nov 2023
    • Valutaterminskontrakter/futures (rød risikomærkning)

      Finanssektorens uddannelsescenter
      Nov 2023