Edward Ketterer

Angestellt, Sales Director, Harris Fraser Group
Hong Kong, Hongkong

Fähigkeiten und Kenntnisse

Financial Services
Private Banking
Fund Management
Portfolio Management
Financial Planning
Investment Management
ILAS
Investment Link Assurance Scheme
Insurance
Life Insurance
General Insurance
Investment Strategies
Savings Plans
Portfolio Bond
Retirement Planning
Education Saving
Trust Services
Asset Management
Unit Trusts
Alternative Investment
Hedge Funds
Structured Products

Werdegang

Berufserfahrung von Edward Ketterer

  • Bis heute 15 Jahre und 10 Monate, seit Okt. 2009

    Sales Director

    Harris Fraser Group

    Manage/operate the business in financial services. Train/manage staff and advisors. Ensure compliance on regulatory matters ie KYC/KYP. Develop/implement strategies to promote financial services and products. Advising on product origination and development. Create strategic alliances with other professionals for the purpose of business growth. Including services to maintain and cultivate the client relationship role of the business.

  • 1 Jahr und 3 Monate, Juni 2008 - Aug. 2009

    Senior Vice President

    Wall Street Global

    Acting as an advisor on alternative investment funds (AIF) involving hedge funds/structured products i.e. fund of funds/life settlement funds/private investment in public equity funds/thematic funds/global macro funds. This advice is provided to professional investors, institutions and independent financial advisors including WRAP and insurance investment platform providers in Asian Pacific Region. I also advise on the structuring, origination and seeding of AIF. I also source funds for the purpose of lever

  • 2 Jahre, Jan. 2006 - Dez. 2007

    Proprietor

    Cambodian Consulting Practice

    Providing investment/business advice to individuals and small business; including investing in a partnership of a rustic island resort on the Island of Koh Russie. For investment - review of existing portfolios in property, managed investments and direct equity. Estate planning and the establishment of trusts and offshore banking facilities including placement/portfolio adjustment recommendations. Funds advised on are in excess of 10MM USD. For small business - reviewing the profitability/operational status

  • 10 Jahre und 9 Monate, Juni 1994 - Feb. 2005

    Proprietor

    RetireInvest Pty Limited

    Providing services in financial planning i.e. Comprehensive financial analysis, investment strategies, funds placement, investment loans, life insurance, government pensions/allowances, ongoing investment supervision, estate planning, superannuation, sharemarket and economic reporting. Marketing services in financial planning i.e. media advertising, direct mail campaigns, developing and conducting seminars, providing personal consultations with an emphasis on pre and post retirees. The establishment, develo

Ausbildung von Edward Ketterer

  • 1980 - 1983

    Small Business Management

    New York University

  • 1977 - 1978

    Economics

    Iona College

  • 1975 - 1976

    Communications - Mass Media

    Miami University

Sprachen

  • Englisch

    Muttersprache

  • Chinesisch

    Gut

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