Dynamic 25 year career with leading international Banks and Investment companies, with a proven track record reflecting exceptional performance and results – rich business portfolio and delighted clients.
Colin Joined Fortune Israel Ltd in June 2020 as the Chief Operating Officer and is responsible for Marketing and Customer Investment Management.
Significant previous positions held include:
Barclays Bank plc in the UK – where he served as relationship director for business clients, turning-over in excess of 1 billion pounds sterling, focusing on delivering the services and solutions helping put my clients ahead.
Old Mutual plc in the UK – where he was a senior investment manager. Securing a thorough understanding of the customer needs and ambitions in order to connect them to the right in-house professionals and experts who can build the client dream portfolio.
Mercantile Discount Bank ltd in Israel – where he was manager of International and local client success. Offering a highly personal and proactive approach to managing your wealth, taking the time to get to know you and understand your ambitions, and create unique solutions for every stage of your life.
Colin holds a Bachelor of Science degree in Business Management with Finance and Economics, from the University of Salford.
Fortune Financial Assets Ltd, is fully licensed to manage investment portfolios since. The Company is engaged in, and currently manages investment portfolios for private clients, companies and non-profits.
In May, 2019, four Mutual Funds were launched, Fortune 10/90, Fortune Flexible, Fortune International Bonds and Fortune Bonds no Equites.
The company DNA is based on over 70 years of accumulated beyond-industry standards, with expertise and quality Investment advice to “wealth clients“. Our active listening approach ensures your needs are at the heart of your portfolio, enabling us to adopt an intimate investment management service with tailored solutions and unique investments truly personalized to you.
The company has a high level of knowledge and capability in Investment management in Israel and in the international markets, including the option of diversification our portfolios by using and investing in non-marketed investments which enables a fully balanced and diversified wealth portfolio.