Dr. Hugh Napier: The New CEO of Cinnabar Investment Management
Cinnabar Investment Management is delighted to confirm the appointment of Dr. Hugh Napier as CEO.
Hugh has been working within Cinnabar over the past year to review and update the business model and consolidate the investment processes, building on its core capability of Local and Global Multi-Managed solutions. As a part of his responsibilities, Hugh will lead the Investment Committee which has an independent panel of Brandon Zietsman, Tumi Ditsepu, Geoff Blount and Alex Cook.
Hugh has a diverse background spanning scientific research, management consulting, insurance, corporate finance and asset management. His unique mix of skills is ideally suited to a boutique business and a demanding investment and business environment.
Cinnabar is now well positioned to achieve its growth aspirations by enabling a holistic financial advice process. It offers 3 tools to support financial advisors in matching client needs to a spectrum of investment products spanning all risk and return profiles:
1. The first is a financial advisor client analysis tool, which creates a dashboard of all clients and analyses their underlying investments on a look through asset allocation basis relative to their individual risk profiles. This allows financial advisors to ensure all clients are invested into the appropriate funds based on their risk profile.
2. The second tool is an investment portfolio comparison tool, which forms part of either a new business proposal or review process and allows financial advisors to compare current investment holdings to their house view of the best investment solutions for a given risk profile.
3. The third, and most impactful, is the subsidy of a financial planning tool, Wealthbit, for financial advisors. At its heart, Wealthbit allows clients to co-create their own financial plans and track their progress relative to their return objectives together with their financial advisor.
Cinnabar has a strategic plan to embrace technology where financial planning and investment management co-exist seamlessly to deliver on client objectives.
