At a Glance
- Tasks: Lead investment strategies and manage a diverse portfolio for a new Family Office.
- Company: Join a pioneering Family Office in London focused on holistic asset management.
- Benefits: Competitive remuneration based on experience; opportunity to shape a new office.
- Why this job: Be at the forefront of investment decisions and work closely with the Principal.
- Qualifications: Must have extensive experience as a CIO or in senior investment roles within Family Offices.
- Other info: The office is in early development stages, offering a unique chance to influence its structure.
The predicted salary is between 72000 - 108000 £ per year.
Chief Investment Officer – Single Family Office, London
Our client is currently in the process of building their Family Office in London. The primary objective of this Family Office will be the holistic oversight and overall management of the assets of the holding company.
Successful candidates must cover the below points:
- You are currently a CIO or in a Senior Investment role within a Family office (either single or a multi) with extensive experience in global investments.
- As a functional CIO you will have a very solid investments background where you understand all aspects of investments including both classical traditional liquid asset classes (Equities, Fixed Income, FX, Structures) and more alternative investments like private equity, hedge funds and the likes.
- You must be capable of managing proprietary investments and all the aspects such as asset allocation and manager selection. As this will be a small team you must be confident of leading the family through all the various stages of investments.
The CIO will be reporting directly to the Principal. Some of the key elements of the role are as follows:
- Actively help create, implement and coordinate a comprehensive family financial strategy and IPS.
- Initiation of primary investment decisions in fulfilling the family investment objectives.
- Organize and implement an asset allocation strategy built around the principles and benchmarks as indicated and agreed upon by CEO/ Principal.
- Manager Selection – Research and identify the best money managers around the world to implement the applicable allocation towards each specific asset class.
- Source, select, diversify and monitor the money managers who carry out the actual investing of various aspects of the portfolio, including cash management, bonds, equities.
- Due Diligence – Sourcing reputable investigative firms to perform comprehensive background checks on potential partners.
The Family Office is at its early stages of development and hasn’t identified an office location or created the structure. This may impact the pace and fluidity of the recruitment process.
Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV to
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Chief Investment Officer – Single Family Office, London employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chief Investment Officer – Single Family Office, London
✨Tip Number 1
Network with professionals in the family office space. Attend industry conferences and events in London where you can meet potential colleagues or mentors who can provide insights into the role and the organization.
✨Tip Number 2
Stay updated on global investment trends and strategies. Familiarize yourself with both traditional and alternative asset classes, as well as current market conditions, to demonstrate your expertise during discussions.
✨Tip Number 3
Prepare to discuss your experience in managing proprietary investments. Be ready to share specific examples of how you've successfully implemented asset allocation strategies and selected money managers in previous roles.
✨Tip Number 4
Research the family office model and its unique challenges. Understanding the nuances of working within a family office will help you articulate how you can contribute to building their financial strategy from the ground up.
We think you need these skills to ace Chief Investment Officer – Single Family Office, London
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your current role as a CIO or in a senior investment position within a family office. Detail your extensive experience in global investments, including both traditional and alternative asset classes.
Showcase Leadership Skills: Since the role involves leading a small team, it's important to demonstrate your leadership capabilities. Include examples of how you've successfully guided teams through various investment stages.
Detail Your Investment Strategy Knowledge: Discuss your understanding of asset allocation strategies and manager selection processes. Provide insights into how you have previously implemented these strategies effectively.
Tailor Your CV: Ensure your CV is tailored to the specific requirements of the Chief Investment Officer role. Use keywords from the job description to align your experience with what the company is looking for.
How to prepare for a job interview at Agreus
✨Showcase Your Investment Expertise
Be prepared to discuss your extensive experience in both traditional and alternative investments. Highlight specific examples of how you've successfully managed asset allocation and manager selection in previous roles.
✨Demonstrate Leadership Skills
Since this role involves leading a small team, share instances where you've effectively guided teams through investment decisions. Emphasize your ability to communicate complex financial strategies clearly to stakeholders.
✨Prepare for Due Diligence Questions
Expect questions about your approach to due diligence and how you select reputable investigative firms. Be ready to explain your process for ensuring thorough background checks on potential partners.
✨Align with Family Objectives
Understand the family's investment objectives and be prepared to discuss how you would create and implement a comprehensive financial strategy that aligns with their goals. Show that you can tailor your approach to meet their unique needs.