Summary
Overview
Work History
Education
Skills
Timeline
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COLIN VALLIS

Chief Investment Officer
Johannesburg

Summary

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Experienced with investment strategy development and portfolio management. Utilizes deep knowledge of market trends to drive informed decision-making. Track record of delivering strong returns and managing risk effectively.

Overview

25
25
years of professional experience

Work History

Chief Investment Officer

Chief Investment Office
Johannesburg
01.2018 - Current
  • Optimize asset allocation within portfolios by consistently monitoring market trends and adjusting strategic positions accordingly.
  • Managed and developed investment portfolios.
  • Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
  • Create and execute aggressive investment strategies to increase returns for clients.
  • Research and share recommendations on stock market trends and economic forecasts to support portfolio decisions.

Director

Talent10 Holdings
01.2012 - 01.2015


  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.

Wealth Partner

Citadel
01.2010 - 01.2012


  • Supported wealth management advisors in managing client portfolios by conducting research and analysis.
  • Managed a portfolio of high-net-worth clients, ensuring optimal asset allocation and wealth management strategies.
  • Client financial development goals and strategies, empowering them to make informed decisions about their wealth management.

Principal Finance

Director Sub–Saharan Africa
01.2010 - 12.2010
  • [Describe your responsibilities and achievements in terms of impact and results. Use examples but keep in short.]

Partner

Ethos Private Equity
01.2000 - 01.2008

Education

[School Name]

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[School Name]

Skills

Investment strategy development

Portfolio management

Strategic planning

Due diligence

Timeline

Chief Investment Officer

Chief Investment Office
01.2018 - Current

Director

Talent10 Holdings
01.2012 - 01.2015

Wealth Partner

Citadel
01.2010 - 01.2012

Principal Finance

Director Sub–Saharan Africa
01.2010 - 12.2010

Partner

Ethos Private Equity
01.2000 - 01.2008

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[School Name]

[School Name]
COLIN VALLISChief Investment Officer