Investment & Portfolio Consultants Limited ( IPC ) – Principals and Key Personnel
David has been managing assets, trading, and sales for almost 40 years. In 1995 he established Investment and Portfolio Consultants as a multi-family, multi discipline asset manager and investment advisor with a fixed income emphasis.
Prior to IPC David held various positions for many large international Investment Banks in London and Toronto and worked in oil trading in China and Hong Kong.
Zev has been managing assets and trading for almost 40 years. In 1995 he established Investment and Portfolio Consultants (IPC) as a multi-family, multi discipline asset manager and investment advisor with a fixed income emphasis.
Prior to IPC Zev held senior positions for many large international Investment Banks in London, New York and Toronto.
Len has over 35 years of Trading and Portfolio Management experience. For the past 25 years, Len has worked for IPC as a Portfolio Manager, managing and trading diversified and tailored global fixed income portfolios and strategies.
Prior to IPC Len worked for a number of International Banks in senior trading roles, making markets in Warrants, Convertibles and Equities.
Len was nominated 4 years running (2018-2021) as the Most Astute Investor in Asia G3 Bonds by the Asset.com.
Len has developed a proprietary suite of software used to track, compare and analyse global bond markets.
Raffaello has 30 years’ worth of experience in the private banking and wealth management sector as both an advisor and as a senior executive to UHNWIs.
He started his career in a family office where he spent 10 years specialising in asset allocation, fixed income, currency trading and manager selection in alternative investments. From 2001 until 2007 he was one of the founding members of the UK team at UBS Wealth Management, focusing on servicing UHNW & family offices. From 2008 to 2014, he set up and ran globally the UK Resident Non-Domiciled business at Credit Suisse. He has also held leadership roles at HSBC Group as a Managing Director in charge of UHNW clients - its largest business in the UK Private Banking division. Raffaello joined IPC from Deutsche Bank, where he served as Managing Director and Head of the UK Client Coverage team. He is also a Chartered Fellow (FSCI) of CISI.
Pantelis has been a private banker within the wealth management sector for over 15 years after graduating with a Masters in Naval Architecture and Marine Engineering. He started his career at Goldman Sachs, where he covered European Family Offices, later transitioning to a focus on the Greek and Benelux markets. In 2014, he moved to RBC London to cover the Greek market. In 2016, he was brought over to Credit Suisse where he was responsible for UHNW clients in the Emerging Europe market area, encompassing Greece, Russia and Israel. As a director, he was responsible for building out the London desk for some of the banks most important relationships.
Julien has been actively involved in financial analysis, evaluation and transaction structuring for a wide variety of projects and investment portfolios for the past 15 years. These include being a key member of a multi-disciplined project finance advisor, a pan-European solar developer that arranged the first solar bond in 2010 for the largest PV project in Europe at the time, transactions spanning across the development cycle of infrastructure projects, fund raising and investments in companies in Sub-Saharan Africa including advising an off-grid utility in Chad, a solar C&I company in East Africa, a Paris-based investment boutique specialised in frontier markets and a London-based startup developing ESG solutions.
Andrew has enjoyed a 32-year career in law and compliance with an emphasis on cross-border investment and asset management and securities law matters. Mr. Case was associated with Rogers & Wells in New York and Baker & McKenzie in Hong Kong, specializing in IPOs and M&A. He then joined Merrill Lynch and later Morgan Stanley where he managed those banks’ cross-border financing and M&A work in Hong Kong and London. He has also acted as the compliance officer for a number of private equity and financial investment firms, including Forum Partners, HBS London and the Duet Group. Mr. Case received a B.A. (magna cum laude) from Yale University, and he is Juris Doctor from Columbia University. He is also a member of the New York and Connecticut bars.