Boutique investment manager, Instreet Investment, today announced the appointment of Marcus Obermeder as sales director and James Poon as head of product development.
Instreet managing director George Lucas says the appointments are a strong signal to the markets that we are “passionate” about developing innovative investment strategies and enhancing awareness of structured investments.
A financial adviser and investment manager with more than nine years’ experience, Obermeder comes to Instreet from Citi where he provided tailored advice to clients with a particular focus on structured products and managed funds.
Poon has extensive banking experience, previously having worked at RBS in a product development role for equity derivatives and structured products on listed and unlisted platforms. He also had a similar role at Westpac.
Lucas says “As market demand for structured products matures, especially for bespoke and HNW investor solutions, it will be Marcus’s responsibility to strengthen relationships in the wealth management sector, targeting wholesale and sophisticated investors.”
He says Poon’s experience will be invaluable in building bespoke solutions for clients. “In a market that’s constantly changing, we apply market knowledge, innovation and intelligence to deliver a suite of relevant structured products to suit the investment climate and investor preferences. This includes providing investors with access to new markets.
“He will work closely with our select group of leading international financial institutions to deliver tailored solutions.
“Instreet’s structured products are designed to offer clients solutions that can provide regular income regardless of the direction of the markets; provide leverage into growth markets; or even provide an ability to benefit when markets fall.
“Structured investments allow unique tailoring of the investment risk/return profile to suit variation in market climate and investor preferences. As a result, structured products may provide an important addition to a diversified investment portfolio.”
Source: Instreet
