DIRECTOR, PORTFOLIO ADVISORY, LONDON

Jan Meyer, CFA


Jan serves as a Director on the Portfolio Advisory Team based at the TwinFocus’ London office, where he leads the team, covering everything from asset allocation, portfolio implementation, portfolio risk management and trading to client reporting and portfolio analysis. He also serves as a client adviser for select family office and institutional client relationships. He helps to effectuate sophisticated investment strategies and wealth planning techniques to achieve client objectives based on TwinFocus’ total balance sheet approach.

DIRECTOR, PORTFOLIO ADVISORY, LONDON

Jan Meyer, CFA


Jan serves as a Director on the Portfolio Advisory Team based at the TwinFocus’ London office, where he leads the team, covering everything from asset allocation, portfolio implementation, portfolio risk management and trading to client reporting and portfolio analysis. He also serves as a client adviser for select family office and institutional client relationships. He helps to effectuate sophisticated investment strategies and wealth planning techniques to achieve client objectives based on TwinFocus’ total balance sheet approach.

HISTORY


Prior to joining TwinFocus, Jan served as a Senior Investment Advisor for global key clients at Kleinwort Hambros in London and prior to that as an Executive Director within the Portfolio Management Group at Goldman Sachs in London and Frankfurt, providing investment strategy and portfolio management services to ultra-high net worth individuals and family office clients within the EMEA region.

EDUCATION


Jan earned both his Bachelor in Economics and Master in Business Administration during his studies at the University of Paderborn in Germany and DePaul University in Chicago.  In addition, Jan holds the CFA® professional designation.

OUTSIDE THE OFFICE


Jan lives with his family in South-West London. He enjoys skiing and he is also a keen painter.