Head of Investment

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Head of Investment / CIO (Multi-Asset | UHNW Focus | Singapore)

Global Family Office | Discretionary Portfolios | Performance-Driven Platform

We are representing a boutique, multi-family office that manages discretionary portfolios for ultra-high-net-worth clients across Asia. The firm is seeking a Head of Investment / CIO to lead its investment function, drive portfolio performance, and help shape the next stage of its growth.

This is a front‑office role with real influence — ideal for a proven investment professional who thrives in a flat, entrepreneurial environment and wants full ownership of multi‑asset portfolios and performance outcomes.

Key Responsibilities

• Lead discretionary and advisory portfolios across equities, fixed income and multi‑asset strategies , with accountability for performance and risk management.
• Develop and execute investment strategy, asset allocation and portfolio construction in line with client objectives.
• Conduct deep market and fund research; generate actionable investment ideas and manage implementation.
• Act as the investment lead in client discussions , articulating portfolio rationale, market outlook and strategy with confidence and clarity.
• Partner closely with client advisors and internal stakeholders to deliver personalized proposals and portfolio reviews.
• Oversee the firm’s model portfolios and internal funds, serving as a reference for client portfolios.
• Continuously enhance investment processes, analytics and governance frameworks to support scalability.

Requirements

Ideal Candidate

You combine institutional training with an entrepreneurial mindset. You have run portfolios end‑to‑end, managed P&L and earned the trust of clients through credibility and results. You’re analytical yet practical — confident defending your views, but collaborative in a close‑knit, high‑performance team.

Offer

If you have a proven multi‑asset or equity investment track record and want to help shape a growing, high‑performing family office platform — I’d like to hear from you.

📩 DM me or reach out at diana@fundspartnership.com

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