TwinFocus, a boutique multi-family office has announced that it has appointed Jan Meyer as Director of Portfolio Advisory in its London office. In his role, Jan will lead the London investment team, covering asset allocation, portfolio implementation, portfolio risk management, execution of investment policy and portfolio analysis. He will also serve as a member of the firm’s Investment Committee.
Jan joins TwinFocus from Kleinwort Hambros where he spent nearly eight years as a Senior Investment Advisor for the private bank’s key global clients. Prior to that position, he served as an Executive Director within the Portfolio Management Group at Goldman Sachs in London and Frankfurt for five years, providing investment strategy and portfolio management services to ultra-high-net-worth individuals and family office clients within the EMEA region.
“Having experienced leadership and the right team in place is crucial to managing the complexities of the ultra-high-net-worth balance sheet, especially as we enter a period of global uncertainty,” said Hari Hundle, Managing Partner of TwinFocus London. “Jan’s background in private banking and investment management for Europe’s UHNW extends the collective experience of our team and strengthens our approach to wholistic wealth management even more. Having Jan on board to lead our investment team in London is a true asset for our clients.”
In his role at TwinFocus, Jan is responsible for closely working with clients on investment management solutions focusing on customized portfolio construction including asset allocation and manager research. Additionally, he will serve as a client Investment Advisor for select family office and institutional client relationships, helping to effectuate sophisticated wealth planning techniques, advanced investment strategies and flexible financial information systems to achieve client objectives based on the firm’s proprietary total balance sheet approach.
“TwinFocus is clearly ahead of the curve when it comes to offering a bespoke and integrated approach to wealth management,” said Jan. “Focusing on investments and maximizing returns requires a lot of research, knowledge and skill, but understanding how investments impact other areas of a family’s financial lives – and vice versa – takes wealth management to another level. Most of the industry is not thinking this far ahead yet, so being part of such a pioneering team was one of the major attractions to joining TwinFocus.”