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Partners: Financial strategy

Browse 8 partners in the Simple Partner Network for Financial strategy.

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8 partners found
Emilia Vieira

Emilia Vieira

Braga, Portugal
Investments

Financial strategy, Portfolio management

As Founder and CEO of Casa de Investimentos, Emilia Vieira helps private wealth owners take a long-term investment approach and intergenerational focus.

John Redfern

John Redfern

Speightstown, Barbados
Caribbean real estateHospitalityReal estateInvestments

Feasibility & due-diligence, Financial strategy, Real estate portfolio optimisation

John Redfern provides families and individuals of wealth with counseling on property investment & development decisions in the frontier and emerging markets of the Northern LATAM and Caribbean Region.

Brendan Murphy

Brendan Murphy

London, United Kingdom
Growth investingPrivate equityVenture capital

Business strategy, Financial strategy, Venture capital investing

Brendan has spent most of his career investing on behalf of family offices across asset classes. He is a CFA charterholder, qualified Chartered Accountant and holds an MBA from London Business School.

Andrew Howard

Andrew Howard

Nashville TN, United States
CryptocurrencyInvestmentsRisk managementDigital

Bitcoin investments, Cryptocurrency consulting, Financial strategy

Andrew Howard helps family offices understand and invest in Bitcoin, and is the Chief Business Development Officer of Bitcoin Reserve.

Umur Caglar

Umur Caglar

Liechtenstein
Asset allocationArtCryptocurrencyImpact Strategy

Executive coaching, Financial strategy, Portfolio management

Umur Caglar is a wealth manager with extensive experience in private banking and investment advisory and a contributor to Simple.

Nuno Lopes Gama

Nuno Lopes Gama

Porto, Portugal
Investments

Financial strategy, Portfolio management

Nuno’s professional career spans working in executive and pedagogical roles with non-profit organizations and executive roles within marketing, sales, operations, technology and innovation in different companies of the main Portuguese enterprise group.

Naava Mashiah

Naava Mashiah

Switzerland
Investments

Client engagement, Financial strategy, Relationship mapping

Naava Mashiah is the CEO of ME LINKS, a financial advisor to family offices and UHNWIs. Established in Switzerland in 2016, ME LINKS mobilises private capital for impact investing.

Seth Chadwell

Seth Chadwell

United States of America
InvestmentsReal estate

Financial strategy, Portfolio management, Real estate portfolio optimisation

Seth Chadwell is the Founder of Fire Tower and serves as President of Kibo Capital, a real estate family office.