Co-Founder and CEO at 1FS Wealth
Bobby is a Chief Executive Officer with over 25 years experience at top tier investment banks & boutique investment & brokerage firms including Credit Suisse First Boston, Nomura, Credit
Trade and private equity funds.
He has significant experience across multiple asset classes and instruments straddling both liquid and illiquid investment strategies and including hedge funds, private equity, real estate. venture capital funds, fintech, regtech, wealthtech & Credit Derivatives.
He has held a number of C-suite and senior roles including;
As an experienced investor he has advised many companies and has sat on the Board/Advisory Board/Investment Committees of a number of funds & companies.
He has extensive experience in managing funds in multiple jurisdictions including Luxembourg, Mauritius, Bermuda and sub Saharan Africa and consequently has an extensive international network at institutional, family office & HNWI level and a proven track record in turning around funds and companies.
He holds a BEng in Aeronautical Engineering and a MSI diploma specializing in Bond Markets, Futures & Options and Portfolio Mgmt.
Siv has been active within Global Family Office Community (GFOC) for almost 10 years.
He has spent the last 20 years supplying technology solutions to hedge funds, PE firms and family offices.
In April 2021 he joined Charles Square Limited who now work with over 260 firms predominantly alternative funds and family offices, most with a global presence of some description. They provide them with a single stop for all of their clients technology needs.
He is also a founder of The Mayfair Collective which is a network of trusted suppliers to family offices, UHNWs and Royal Families, they regularly meet up to help each other and deliver on the requirements of the families they work with.
Siv has been recognised by 2&20 as one of the top 100 most influential people in service provision for the investment space, two years in a row now among other accolades.
Mark is a Partner within the firm’s Trust & Wealth Services team and works closely with individuals and families in Europe, Asia and the US to meet their financial and operational needs.
Mark joined the firm in March 2015, having previously acted as a wealth strategist to family offices at Northern Trust, and within economic research at Lehman Brothers.
Mark applies his broad investment, technology and accounting knowledge while working impartially and uniquely with clients to build a family office that enables informed decision making.
Whether working with individuals establishing their affairs or families with complex structures, Mark often acts as a strategic advisor, project manager and central co-ordinator for his clients.
Ultimately he will arrange an operating structure that delivers investment reporting, management accounting, financial control, cash management and investment oversight.
Given Mark often works with individuals and families who are undergoing transformation (whether they are creating a family office, expanding a family office, or passing responsibility to the next generation) he also has a keen interest in family governance and advising clients on means to achieve clear communication, equitable decision making, and adaptability to change.