Lucas Beck

Vorstandsmitglied, Senior Portfolio Manager – Global Equities & Digital Assets, DBL / GMD / Fidelity & Guarantee Life / MDC
Haarlem, Niederlande

Fähigkeiten und Kenntnisse

Project Management
Team work
MS Office
Consulting
Communication skills
Investment fund management & Asset allocation
Equity research & Securities analysis
Crypto asset portfolio structuring
Risk Management & Compliance (FCA & EU directives)
Client Relationship Management & High-Net-Worth Advisory
Financial Modelling & Forecasting
Market Trend Analysis (Macro & Micro)
Strategic Portfolio Diversification

Werdegang

Berufserfahrung von Lucas Beck

  • Bis heute 7 Jahre und 8 Monate, seit März 2018

    Senior Portfolio Manager – Global Equities & Digital Assets

    DBL / GMD / Fidelity & Guarantee Life / MDC

    - Manage £450M+ in diversified portfolios across equities, fixed income, ETFs, and regulated digital asset funds. - Designed and implemented a hybrid investment strategy that integrated traditional value investing with blockchain and Web3 growth opportunities, achieving an average monthly return of 15+% over five years. - Oversaw compliance frameworks for crypto investments in alignment with FCA and MiCA regulations.

  • 3 Jahre und 7 Monate, Sep. 2014 - März 2018

    Investment Funds Manager – Private Wealth Division

    Barclays Wealth Management

    - Led a portfolio of £200M in multi-asset funds for private clients, focusing on long-term growth and capital preservation. - Developed a proprietary equities screening model, increasing portfolio efficiency and reducing volatility by 8% YoY. - Mentored junior analysts in advanced portfolio analytics, securities valuation, and client advisory techniques. - Introduced crypto-linked ETFs and blockchain exposure options to selected high-net-worth portfolios in 2017.

  • 3 Jahre und 2 Monate, Aug. 2011 - Sep. 2014

    Equities & Derivatives Trader

    Frankfurt Securities Group

    - Traded European blue-chip equities and index derivatives with a focus on risk-adjusted performance. - Conducted macroeconomic research to anticipate market shifts, resulting in an average portfolio growth rate of 15% monthly. - Initiated early-stage research into Bitcoin as an asset class, leading to successful pilot investments for select clients.

Ausbildung von Lucas Beck

  • 4 Monate, Sep. 2010 - Dez. 2010

    Exchange Semester

    Tsinghua University

    Focus on Asian capital markets and RMB-denominated assets.

  • 1 Jahr und 11 Monate, Sep. 2009 - Juli 2011

    Finance & Investment Management

    London Business School

  • 11 Monate, Sep. 2007 - Juli 2008

    Exchange year

    Moscow State Institute of International Relations

    Concentration in Eastern European economic policy and cross-border investments.

  • 2 Jahre und 11 Monate, Sep. 2006 - Juli 2009

    Interational Economics & Finance

    University of St. Gallen

  • 10 Jahre und 10 Monate, Sep. 1995 - Juni 2006

    A-Levels (Economics, Mathematics, Finance)

    Westminster School

Sprachen

  • Englisch

    Fließend

  • Russisch

    Muttersprache

  • Deutsch

    Gut

  • Chinesisch

    Grundlagen

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