Chad Hiscock

● Develop and implement investment strategies for high-net-worth and institutional clients, focusing on private markets,
● Lead a team of investment analysts to evaluate, monitor and manage investment portfolios, resulting in a 18% reduction in the company’s investment risk exposure and a 20% increase in assets under management.
● Collaborate with internal teams, including portfolio management, research, and operations, to optimize investment processes and performance, achieving a 32% increase in revenue.
● Conduct macroeconomic analysis and due diligence to identify emerging trends and inform investment decisions, resulting in a 25% improvement in investment performance.
● Lead the development of investment policy statements, asset allocation strategies, and risk management frameworks.
● Proactively identify new business development opportunities and coordinate with relevant institutional sales and investment team colleagues.
● Establish and maintain relationships with key stakeholders, including clients, investors, and industry experts to enhance the company’s reputation and drive new business.

● Managed a portfolio of physician clients, providing personalized financial planning and investment advice.
● Developed and implemented customized investment strategies that resulted in an average portfolio growth of 18% annually.
● Collaborated with cross-functional teams to provide clients with comprehensive planning and wealth management services.
● Successfully retained 95% of client portfolio through exceptional client service and proactive communication.

● Assisted in developing and implementing sales and marketing strategies for GTA region that resulted in 30% increase in new business from established high-net-worth clients.
● Coordinated events and seminars to promote firms’ services, resulting in 20% increase in brand awareness among target demographics.