Profile
Mr. Jan M.
Meyer is a Director at Twinfocus Ltd.
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.
Prior to joining TwinFocus, Mr. Meyer 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.
He 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.
Jan Mandfred Meyer active positions
Companies | Position | Start |
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Twinfocus Ltd.
Twinfocus Ltd. Investment ManagersFinance Twinfocus Ltd. is a multi-family office headquartered in Westminster, UK. The firm was founded in 2006 and is a subsidiary of Twin Focus Capital Partners LLC in the US. They offer comprehensive and bespoke family office solutions to ultra-high net worth which includes families, entrepreneurs, institutions, and professional investors from around the world. | Portfolio Manager-Equities | 29/02/2020 |
Former positions of Jan Mandfred Meyer
Companies | Position | End |
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SGKBB Ltd.
SGKBB Ltd. Investment ManagersFinance SGKBB Ltd. (SGKBB) is the Great Britain-based private banking subsidiary of BHF Group UK Ltd., ultimately held by Societé Générale SA (PSE: GLE, ADR: SCGLY) in France. Formerly known as Kleinwort Benson Bank Ltd., the firm is headquartered in London. The firm traces their origins when it was founded in 1961 as Kleinwort Sons & Co and Robert Benson & Co. merged. In 1995, Dresdner Bank AG acquired the Kleinwort Benson group. Dresdner Bank was acquired by Allianz AG in 2001 and in 2009, KBB was acquired by RHJ International SA.SGKBB provides wealth management services to private individuals, trustees of private and grant-making trusts, personal pension schemes and charities. | Portfolio Manager-Equities | 05/03/2016 |
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Private companies | 2 |
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SGKBB Ltd.
SGKBB Ltd. Investment ManagersFinance SGKBB Ltd. (SGKBB) is the Great Britain-based private banking subsidiary of BHF Group UK Ltd., ultimately held by Societé Générale SA (PSE: GLE, ADR: SCGLY) in France. Formerly known as Kleinwort Benson Bank Ltd., the firm is headquartered in London. The firm traces their origins when it was founded in 1961 as Kleinwort Sons & Co and Robert Benson & Co. merged. In 1995, Dresdner Bank AG acquired the Kleinwort Benson group. Dresdner Bank was acquired by Allianz AG in 2001 and in 2009, KBB was acquired by RHJ International SA.SGKBB provides wealth management services to private individuals, trustees of private and grant-making trusts, personal pension schemes and charities. | Finance |
Twinfocus Ltd.
Twinfocus Ltd. Investment ManagersFinance Twinfocus Ltd. is a multi-family office headquartered in Westminster, UK. The firm was founded in 2006 and is a subsidiary of Twin Focus Capital Partners LLC in the US. They offer comprehensive and bespoke family office solutions to ultra-high net worth which includes families, entrepreneurs, institutions, and professional investors from around the world. | Finance |
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