The Family Office of the founder of a large, European based business, is seeking a Senior Advisor to the board, to offer guidance and counsel on investment strategy and allocation. The operating business was founded in the nineties and is now one of the leading operators in its sector with a capital valuation circa €1 billion. The Family Office was set up as an investment vehicle to both maximise return on the existing and newly generated assets, provide capital preservation, diversity from risk and it currently manages a portfolio of financial assets of circa €400 million (value of operating businesses are not included).

The role of the Senior Advisor will be to advise the Principal, CEO of holding company and CIO on the creation of an investment structure, asset allocation, strategy, team, process, etc.

The successful candidate will be a highly experienced leader, likely a veteran non-executive director, advisor and investor. They will have a proven track record of developing strategy and driving organisational change and be able to disseminate sophisticated advice in a clear and digestible fashion. They will likely have built, led and advised investment teams managing a significant pool of assets and covering global, multi asset class investments, using a combination of top-down global macro and bottom-up analysis.

Current investments are covered by a broad asset allocation strategy with a focus on Private Assets in Private equity, Venture Capital and Private debt. They invest globally, not only through top-tier investment managers, but also through promising emerging managers especially in Venture Capital allocation. Within venture capital, they will also occasionally co-invest with fund managers or invest directly in verticals strategically aligned with their core business, where their network and expertise can help create value.

Key requirements:

  • Advise on asset allocation, investment strategy
  • Advise and evaluation of investment team structure, competences, leadership
  • Advise on investment search/selection/approval principles, processes and tools
  • Advise on risk-return evaluation principles and target returns for different assets classes

The likely commitment will be to one day quarterly meetings plus one day per quarter for ad-hoc questions, a total eight days plus time needed for preparation and initial analysis.

Remuneration will be commensurate with the duties and demands of the role and the experience of the successful candidate.

If you would like to find out more about the role, please send your latest CV to Jeremy Green at jeremyg@agreusgroup.com.

(Due to the high level of interest in this role, it will not be possible to respond to all applications.)

REF: AGR2858