Talk Money To Me

Chatting with a Global CIO in charge of $US50B | The opportunities are everywhere


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Candice and Felicity chat to Moz Afzal, the Chief Investment Officer of EFG Asset Management, to chat about global markets, and to hear his ideas about what he thinks will happen in the New Year.


EFG International it is a leading Swiss Private Bank renowned for its unique client approach with over 200 billion in assets under management. EFG Asset Management (EFGAM) is the asset management arm of EFG International and an international provider of actively managed investment products and services to private clients, institutional investors and financial intermediaries around the world. With a full range of investment solutions, including traditional equity and fixed income portfolios, multi-asset and alternatives strategies, and its proprietary New Capital fund range, EFGAM manages approximately $24 billion on behalf of clients as of September 2022.


Moz Afzal joined EFG Private Bank in 1994. Not only is he CIO, he's also Chairman of the EFGAM Asset Allocation Committee, and he has overall supervisory responsibility for the investment process. Moz manages New Capital Strategic Portfolio UCITS. He was appointed director and CIO of EFG Private Bank Limited in March 2003 and director of EFGAM in January 2000. In his previous capacity at EFG, Moz has held a number of roles and has been responsible for the management of a series of fixed income funds and portfolios as well as holding supervisory roles in a number of multi-manager long only and hedge funds. 


Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. 


Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. 


*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


*****

Talk Money To Me is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 


Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.


Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

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