Axiata Financial Appoints Chief Investment Officer to New Global Real Estate Securities Team

Released on: October 10, 2012, 11:34 am
Industry: Financial

-- /EPR NETWORK/ -- Axiata Financial today announced the appointment of Allan Bergdorf, as Chief Investment Officer for the firm's newly launched global securities platform.

With more than twenty years of experience in real estate securities, Ms. Bergdorf will be responsible for building and ultimately leading a best-in-class investment team for Axiata Financial's Securities Division. Effective immediately, Ms. Bergdorf will report to Mark Lee-Johnson, Global Head of Axiata Financial 's Securities Division.

Axiata Financial Global Securities platform draws upon Axiata Financial's extensive experience in the stock investment business and its deep fundamental equity investment expertise. The newly formed platform will seek trends and investment opportunities in real estate securities with an intense fundamental approach.

“Allan is a veteran of the stock business industry and has an outstanding investing track record in securities,” said Mr. Lee-Johnson. “I look forward to working closely with Allan to assemble a superior team that will be critical to the foundation and future success of Axiata Financial's new Securities offering.”

Ms. Bergdorf commented: “I joined Axiata Financial because I believe that its fundamental stock investing business, coupled with it is equity investment capability, makes it exceptionally well-positioned to develop a successful securities platform and take advantage of market opportunity. My first priorities will be to attract a strong bench of talent and to deliver a compelling product offering to our clients.”

Prior to joining Axiata Financial, Ms. Bergdorf amassed experience managing global, U.S. and long short hedge fund mandates. Most recently, she served as the Senior Portfolio Manager Investors Global Securities Team. Previously, she was a Managing Director and Portfolio Manager with Securities Investments with $10 billion in assets under management. He graduated from Haverford College and holds an MBA from The Wharton School at the University of Pennsylvania. He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute, the CFA Society of Philadelphia.

Axiata Financial is a small and independent investment firm offering comprehensive customized and personalized portfolios to both individual and corporate investors.

Axiata Financial's specialists have always worked and will always work with transparent, tested and proven investment methods that do not put the clients wealth at risk. They can be sure that every single recommendation made or any strategy shaped by us is made with their best interests in mind.

Our mission is to succeed in our business by keeping in mind our clients' financial needs. Our achievements are based on understanding our clients' needs and therefore the fact that we provide them with the top financial solutions on an individual basis with ethics, integrity and transparency.

Axiata Financial's goal is to ease our clients' reservations regarding investments in today's environment by incorporating in our recommendations some 'must have skills': flexibility, agility and precise risk management.