Maltese Investment House & Senior Equity Analyst

Engagement overview

Whilst Malta has a mature stock exchange and fund administration industry, the actual level of “hands on” equity investing expertise lags behind what you can find in London, Frankfurt, Dublin or Zurich. This firm wanted to bring in an experienced Equity analyst who could help the Investment Manager with investment decisions and strategy at this boutique wealth manager.

Candidate Profile provided

FOR was asked to locate an experienced Equity Analyst with a minimum of five years experience doing that at an investment bank, Hedge Fund or family office. It was hoped there would be a connection to the Island – family or otherwise, to aid ease of relocation. Lastly due to the firm’s client base having fluent or good Italian would be extremely beneficial.

Candidate identified

A Maltese Portfolio Manager with over 15 years Equity Analysis and Equity Investing experience gained at major City Banks and brokers. He desired to return home with his wife, as their children had left home, but felt it was too soon for retirement. He coupled practical experience of latest analysis tools like STATA & Mat lab, with experience of a wider range of investment techniques and strategies.


This Valletta investment practice gained the following benefits:

  • Increased their investment analysis and strategy expertise
  • Gained understanding of the latest investment platforms & technologies
  • Added expertise in Risk & balanced portfolio management
Length of engagement

Only 12 days as FOR were already in contact with the candidate, who had expressed a desire to relocate to Malta.

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