Finex LLP is a eight-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.
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 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.
With a background in Aeronautics and Meteorology, Marcello took this experience and entered the Financial Markets in 2001. Marcello developed Technical Analysis strategies which were used by a number of Tier 1 institutions including Lehman Brothers. In 2002 his options strategy became the third largest user of German 5yr Bond Options in the world. The significant experience gained allowed Marcello to actively educate and develop traders and trading methodologies and in 2010 he joined Finex LLP. Marcello holds a degree in Economics and Finance as well as an Aircraft Pilot Licence and a Commercial Ship Captains License.
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.
Compliance/Regulatory and Sustainability
Elena spent 7 years at Goldman Sachs managing middle office teams in Fixed Income and Loan Operations.
With her experience analysing operational risk for new products and managing technology projects, Elena has been an important part in building the foundations at Finex LLP from the onset in 2010 as CF4, CF11 and CF10.
Mark is a qualified Chartered Accountant and has an honours degree in Accounting and Finance from Dublin City University. Mark trained in Deloitte in Dublin and Boston between 1986 and 1994.
Subsequently he worked for a large fixed income hedge fund in Boston and from 2001 with Citco Fund Services in Dublin, as an operations manager.
In 2013 Mark co-founded RiskSystems and was involved in developing one of the first specialised tailored fully AIFMD compliant risk solutions
Muhammad holds a Masters in Software Engineering from Queen Mary University of London obtained in 2009.
Since inception Muhammad has been pivotal in the development of the firm’s trading engines and database systems. He is also responsible for all the firm’s developers.
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.