Your dedicated relationship management team has in excess of 20 years-experience in private wealth from top global investment banks and joined Plurimi with a similar vision - to offer independent investment solutions in an entrepreneurial and truly client centric environment.
Patrick manages Plurimi’s discretionary strategies, and offers investment consulting and advice for a range of client portfolios. Previously he was CIO at Armstrong Investment Managers, co-head of Insight Investment’s Multi-Asset Group and Director at UBS. Patrick has an MBA from the Rotman School of Management and is a Chartered Financial Analyst.
Eugen leads Plurimi’s AI and Machine Learning development and has built Plurimi’s quantitative investment management systems. He is a co-manager of Plurimi’s discretionary strategies. Previously he was a Portfolio Manager at Armstrong Investment Managers, Insight Investment and UBS, as well as a quantitative strategist at Deutsche Bank and an equity analyst at Creditanstalt Investment Bank.
Philip is an Investment Analyst and is assisting the investment team in the management of Plurimi’s discretionary strategies. He previously worked as an Investment Analyst Portfolio Manager and has experience in trading and operations. He has passed all three levels of the CFA program, holds an MBA from Queen Mary University and a BSc in Software Engineering from Westminster University.
Prior to joining Plurimi in June 2019, Richard spent 28 years at Morgan Stanley in London where he held senior positions within equity/multi asset class derivatives, fixed income distribution, and private wealth management. Richard is responsible for the creation of Plurimi Structured Solutions, utilising his expertise in all major asset classes to offer innovative solutions to a diverse client base across multiple regions. Richard has a passion for developing both strong and trusted client relationships, and for product innovation.
Marcus heads Plurimi`s fund distribution. He brings over 20 years of experience in fund distribution, having previously served as Head of Wholesale Sales at River Global Investors. He is responsible for broadening access to Plurimi’s funds across UK intermediaries, securing distribution on key investment platforms, and expanding the reach of Plurimi’s Discretionary Portfolio Management (DPM) offering.