Finex LLP is a ten-year-old London based investment manager registered both with the FCA and NFA (USA), with a focus on liquid Socially Responsible alternatives and Systematic listed derivative strategies.
The company boasts personnel from backgrounds as varied as Civil Engineering, Meteorology, Law and Finance who have been actively engaged in the markets since the late 1990’s. This diversity of backgrounds allows us to work collaboratively on analysis as diverse as value chain in solar to volume based market profile in bond derivatives.
Finex also advises on portfolio universe creation to new and established managers.
For religious investors and governments, we provide deep 3rd. party holding analysis to weed out unintended risks associated with SRI and ESG factors.
We do not believe in a single super model or strategy able to adapt and perform in all market conditions. Our Portfolio Managers remain reasonably isolated from each other. This naturally creates intellectually distinct methodologies and it is this distinction that gives our strategies strength.
Systematic strategies are heavily reliant on technology. We build and deploy all our own systems to protect our Intellectual Property. This allows us to grow rapidly without impacting current portfolios or business lines.
We place high emphasis in R&D of new models, however we also know the cap at which our strategies remain nimble and agile enough to deliver uncorrelated returns.
We are socially responsible investors that apply a stringent exclusionary list to ensure our portfolios are ethically sound. Furthermore we do not trade agricultural contracts thus ensuring true compliance with the spirit of UCITS.
Compliance/Regulatory and Sustainability
Elena forged her career at Goldman Sachs from 1999. Initially in Fixed Income, Elena had operational responsibility over EU Governments, including bond auctions and buy-backs, and the first ever sovereign syndicated issuances. A strong compliance culture and uncompromising standards were invaluable as Elena moved from securities to the private side supporting leverage finance and senior bank debt businesses, straddling Chinese walls and working closely with legal counsel and Compliance. All the while, Elena remained a pivotal member of the GS Women’s Network and a supporter of charitable initiatives. Elena co-founded Finex LLP in 2010.
Partner – Compliance
+44 20 30082533
Alex started his career in earth dams and water pipelines in Africa but by 2010 had built up sufficient experience in Equities to set up his first Long/Short Equity EU Fund as well as advising on Renewable Energy projects in the Caribbean. By 2013 Alex launched the first truly SRI Hedge Fund in Clean Tech and joined Finex LLP in 2015. Alex is a Chartered Fellow of the CISI and holds their Diploma in Fund Management and Investment Analysis. He read Civil Engineering at the University of Cape Town, has an MBA from Henley Management College and is also a Chartered Management Accountant. Alex also holds a Master of Philosophy from the University of Stellenbosch.
Partner – Investment Manager
+44 20 30082535
Andrew JS Gebhardt
Andrew moved into Finance from Civil and Nautical Engineering in 1995. Over the subsequent 20 years Andrew worked for a number of Tier 1 institutions in which he developed and implemented Futures and Options strategies based on Technical and Statistical Methods. During the 2007 Credit Crisis Andrew managed the dismantling of a significant defaulting options positions on behalf of SocGen (Newedge). In 2010 Andrew co-founded Finex LLP and has grown the partnership into a UCITS and AIFM firm. In 2015 Andrew won the Technical Analyst Award. Andrew holds a BEng in Civil Engineering Design and Management from Cardiff University.
+44 20 30082539
While working for Odyssey Analytic SA (Schweiz), George worked on equity analysis and research, as well as patenting a number of Blockchain based processes in Europe and Asia. George has been counsel and compliance to a number of financial entities both on and off shore.
+44 20 30082531
A political sciences graduate, he spent 2 years in the Italian army as a second lieutenant before entering financial services in 1995 where he worked for a number of firms as a sales trader in Equity derivatives. In 2015 he transitioned into fund structuring and regulatory services.
+44 20 30082530
Chief Technology Officer
Andrew is a Civil Engineer who moved to IT Project Management in 1997. Since then Andrew has worked in various firms from Government to very large Charities, covering varied roles from implementation to efficiency and transition. Andrew is a Member of the Chartered Institute for IT Professionals, BCS.
Chief Technology Officer
+44 20 30082532