Not just a portfolio manager. A trusted adviser to your family.
Roshan Francis Padamadan, CFA, spent two decades researching companies and managing money inside institutions. Today he works directly with a small number of families, family offices and charities.
How can Roshan help you?
For you and your family
A financial plan, a second opinion, a dedicated stock picker or one view across everything you own.
For family offices and charities
Middle office support that takes the administration off your desk, and pro bono investment consulting for registered charities.
Get to know Roshan
HSBC, founder of a global fund, CFO roles in operating businesses. The background behind the advice.
The experience of an institution. The closeness of a family friend.
Institutional training
Seven years at HSBC across credit risk, research and asset management, then founder and lead portfolio manager of a global fund.
You work with Roshan
No junior team between you and the person doing the research. The practice is kept deliberately small, at no more than thirty clients.
Global, company by company
He speaks with five to ten companies every week and invests bottom-up across the USA, China and India.
Roshan takes on a small number of new families each year, by direct enquiry. Write to him