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Josef Portelli
Direttore degli Investimenti presso APS Bank Plc (Private Banking)
Profilo
Mr. Josef Portelli is a Head of Investment Management at APS Bank Plc.
He is responsible for the Bank's investment portfolio, the offering of investment, portfolio management and retirement services as well as the business of ReAPS Asset Management Limited.
Mr. Portelli moved to London in 2005 to manage fixed income portfolios with ACPI Investments, after which he went on to head the discretionary bond portfolio offering at RBC Investment Management.
In 2012 he joined Invesco Asset Management where he managed the firm's flagship global bond funds.
His earlier career in Malta included a three-year portfolio management stint with HSBC Bank Malta.
He is a graduate in Accountancy from the University of Malta and a Chartered Financial Analyst.
Posizioni attive di Josef Portelli
Società | Posizione | Inizio |
---|---|---|
APS Bank Plc (Private Banking)
![]() APS Bank Plc (Private Banking) Investment ManagersFinance APS Bank Plc (Private Banking) (APS Bank-PB) is the private banking arm of APS Bank Ltd., a fully fledged retail bank headquartered in Birkirkara, Malta. The firm is a subsidiary of Archdiocese of Malta & Gozo. APS Bank-PB provides wealth management services to a selected range of products linked to APS Funds SICAV Plc and other third party product providers. | Direttore degli Investimenti | 01/05/2018 |
Precedenti posizioni note di Josef Portelli
Società | Posizione | Fine |
---|---|---|
Invesco Asset Management Ltd.
![]() Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Portfolio Manager-Fixed Income | 01/06/2018 |
Royal Bank of Canada Investment Management (UK) Ltd.
![]() Royal Bank of Canada Investment Management (UK) Ltd. Investment ManagersFinance Royal Bank of Canada Investment Management (UK) Ltd. (RBC IM-UK) is the investment management subsidiary of Royal Bank of Canada Holdings UK Ltd., ultimately owned by the Royal Bank of Canada (NYSE, TSE: RY). The firm was founded in 1990 and is headquartered in London. RBC IM-UK provides investment management services and offers a range of mutual funds and portfolio solutions to pension funds, corporations, institutions, foundations, endowment funds, charitable organizations and high net-worth private clients. | Head-Fixed Income Invts | 01/11/2011 |
ACPI Investments Ltd.
![]() ACPI Investments Ltd. Investment ManagersFinance ACPI Investments Ltd. (ACPI) is the wholly-owned alternative investment subsidiary of Union Bancaire Privée UBP S.A. (UBP), itself a subsidiary of CBI Holding SA in Switzerland. The firm was founded by Alok Oberoi in 2001 as ACP Partners LLP and merged with TriAlpha Investment Advisors in 2009. The combined business was renamed and rebranded as ACPI Investments Ltd. On 31 December 2018, UBP acquired ACPI. Headquartered in London, the firm provides discretionary and non-discretionary investment management advice for individuals and high net-worth clients, trusts, charities, pensions or corporate entities in separately managed accounts. | Analista-Rendimento Fisso | - |
Esperienze
Posizioni ricoperte
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Società quotate in Borsa
Aziende private
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Società collegate
Aziende private | 4 |
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ACPI Investments Ltd.
![]() ACPI Investments Ltd. Investment ManagersFinance ACPI Investments Ltd. (ACPI) is the wholly-owned alternative investment subsidiary of Union Bancaire Privée UBP S.A. (UBP), itself a subsidiary of CBI Holding SA in Switzerland. The firm was founded by Alok Oberoi in 2001 as ACP Partners LLP and merged with TriAlpha Investment Advisors in 2009. The combined business was renamed and rebranded as ACPI Investments Ltd. On 31 December 2018, UBP acquired ACPI. Headquartered in London, the firm provides discretionary and non-discretionary investment management advice for individuals and high net-worth clients, trusts, charities, pensions or corporate entities in separately managed accounts. | Finance |
Royal Bank of Canada Investment Management (UK) Ltd.
![]() Royal Bank of Canada Investment Management (UK) Ltd. Investment ManagersFinance Royal Bank of Canada Investment Management (UK) Ltd. (RBC IM-UK) is the investment management subsidiary of Royal Bank of Canada Holdings UK Ltd., ultimately owned by the Royal Bank of Canada (NYSE, TSE: RY). The firm was founded in 1990 and is headquartered in London. RBC IM-UK provides investment management services and offers a range of mutual funds and portfolio solutions to pension funds, corporations, institutions, foundations, endowment funds, charitable organizations and high net-worth private clients. | Finance |
Invesco Asset Management Ltd.
![]() Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Finance |
APS Bank Plc (Private Banking)
![]() APS Bank Plc (Private Banking) Investment ManagersFinance APS Bank Plc (Private Banking) (APS Bank-PB) is the private banking arm of APS Bank Ltd., a fully fledged retail bank headquartered in Birkirkara, Malta. The firm is a subsidiary of Archdiocese of Malta & Gozo. APS Bank-PB provides wealth management services to a selected range of products linked to APS Funds SICAV Plc and other third party product providers. | Finance |
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