MB

Mark Browne

Founding Partner at blufolio

Geneva Metropolitan Area

Invests in

Stages:

Locations:

  • Min Investment:

    $100,000.00
  • Max Investment:

    $5,000,000.00
  • Target Investment:

    $1,500,000.00

Skills

Portfolio Management
Equity Research
Investments
Equities
Financial Markets
Investment Banking
Capital Markets
Finance
Hedge Funds
Valuation
Derivatives
Asset Managment
Private Banking
Alternative Investments
Asset Management
Management
Private Equity
Strategic Financial Planning
Bloomberg
Wealth Management

Education

Work Experience

  • Founding Partner

    2018

  • Partner & Board Member

    2014

    Consummately liquid, client-friendly core portfolios with an ESG overlay for UHNW investors, wealth managers and family offices. Secure Wealth Management is a boutique asset manager based in Geneva, Switzerland. Working in partnership with BlackRock and UBS, we offer a selection of actively-managed, highly liquid ESG ETF portfolios, for UHNW clients, wealth managers and family offices. We have been running our strategies for well over a decade and are proud of an outstanding track-record in absolute, relative and risk-adjusted terms. The core team of five investment professionals has combined experience of almost 100 years.

Mark Browne Consulting

2009

  • Independent Consultant

    2009

    Capital Markets & Investment Consulting: Sustainability, Technology, Healthcare, Infrastructure, Fintech.

2006 - 2009

  • Managing Director

    2006 - 2009

    Head of Research

  • Managing Director

    2002 - 2006

    Head of Research

1999 - 2002

  • Managing Director, Head of Swiss Equity Research

    1999 - 2002

  • Managing Director, European Healthcare & Medical Technology Research

    1999 - 2002

1995 - 1999

  • Director, Senior Equity Analyst

    1995 - 1999

S.G. Warburg Group plc

1991 - 1995

  • Equity Research

    1991 - 1995