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Flemming Friis Clausen
上传更新:2017/6/16 19:03:33

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Current employment (2016- )
· Employer: Niels Brock International, American Bachelor Program, Copenhagen
· Position: Lecturer in Accounting and Financial Statement Analysis
Former employment (2004 – 2015)
· Employer: Phatra Securities, Bangkok, Thailand
· Position: Director, Research, Private Wealth Management
Phatra Securities is among Thailand’s top 5 investment banks, cooperating closely with
Bank of America-Merrill Lynch on equity research and trading execution.
· Work areas:
o Analysis and selection of wide variety of international mutual funds which are
recommended to private banking and institutional clients
§ Regional, country, sector equity funds
§ Government, corporate, high yield and Emerging market bond funds
§ Commodity and gold funds
§ Property and Infrastructure funds
o Member of the Asset Allocation Committee which makes the investment
decisions in Phatra Wealth Management’s Asset Allocation fund including
§ Overall allocation between equities, bonds and alternative investments
§ Regional equity weights
§ Allocation to gold, commodities, property funds
§ Individual equity and sector weights in Thai equity model portfolio
o Key content provider to Phatra’s Private Wealth Management’s daily and weekly
investment publication
o Presentations to large private/institutional clients and at large client seminars
o Partly responsible for developing Phatra Wealth Management’s Asset Allocation
concept.
Others: Lecturer at University of San Francisco’s (Bangkok Branch) Master of Finance
program (CFA curriculum) in portfolio theory and accounting principles.
2000-2004:
· Employer: SEB Asset Management, Copenhagen
· Position: Senior Account manager, Private Banking
· Work area
o Part of the bank´s Private Banking start-up team in Denmark.
o Providing investment advisory service to private clients with minimum wealth of
5 million DKK.
o Making contacts to and acquiring new private banking clients
Ad hoc assignments
o Developing client advisory concept, investment-model portfolios, and investmentrisk control system;
o Organizing and presenting at investment seminars for existing and potential
customers;
o Coordinating and organizing customer events;
o Frequent writing of investment-related articles in the Danish leading business
newspaper, “Børsen.”
1997-2000 :
· Employer: Nordea, Christiansbro, Copenhagen
· Position: Senior adviser, Nordic Private Banking
· Work area:
o Acted as team leader in the international equities team of four investment advisers
in the Nordic Private Clients group. This included managing and continuous
development of an international equity portfolio targeted at private clients,
providing advisory service to investment advisers in the Danish private banking
units, and executing equity trades with direct contact to the bank’s equity dealers.
· Ad hoc assignments
o Co-responsible for the development and marketing of new IT investment fund
o Conducting analysis on the potential of the investment advisory business for
private clients in Germany
o Writing articles for the banks investment magazine.
Education
· CFA, 2002
· MBA, Kenan Flagler Business School, University of North Carolina at Chapel Hill, 1997
· Bachelor of Science, International Business, Aarhus Business School, 1993
Personal background
· Age : 48
· Married, with 13 year old daughter
· Hobbies: football, tennis and golf


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