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Calamatta Cuschieri is proud to announce the promotion of Mr Stephen Borg to the role of Head of Private Clients. Mr Borg shall be responsible for developing and nurturing the relationship with High-Net-Worth Individuals and Corporate Clients in relation to their discretionary portfolios held with the company. This is a new position within Calamatta Cuschieri, reflecting the company’s strategic focus in continuing to build on the growth registered in this segment over the past few years. Michael Galea, Chief Operating Officer of Calamatta Cuschieri said: “It is no secret that demand for Discretionary Portfolio Management services is on the increase as investors seek to benefit from the value added that Investment Managers can bring to investors’ portfolios. It was therefore a natural consequence for us to create such a role and give this line of business the specialised attention it deserves. Stephen’s experience in this field is extensive and we are confident that he is the right person to continue to develop our offering in this regard, championing the performance achieved by our wealth management team over the last 5 years.”
With over 20 years’ experience in the investment services field, Mr Borg began his career first as an analyst and then as a portfolio manager where he was eventually promoted to Head of Portfolio Management Services during which time he led and managed a diversified pool of client portfolios and relations. Mr Borg joined Calamatta Cuschieri in 2019 in the role of Head of Wealth & Fund Management. During the past two years, he successfully managed to grow the business and implemented a number of changes to our product offering. He holds a degree in Banking & Finance from the University of Malta. Calamatta Cuschieri Investment Services is one of the largest local Investment services companies and a founding member of the Malta Stock Exchange, the company offers a wide range of services including Financial Planning, Online Trading, Life Insurance, Pensions, and Capital Markets Advisory Services. It is licensed to provide investment services by the Malta Financial Services Authority.
CC Finance Group is a privately held Fintech Group that offers Investment Services, Fund Administration, Wealth Management and also Financial Institution services. With roots dating back to 1972, today the Group is evolving at a fast pace, whilst keeping the same core principles of providing clients with a high-quality service by combining technology and experienced professionals, as well as ensuring the strictest governance and ethics. The Group currently employs more than 170 people globally.
The information provided on this website is being provided solely for educational and informational purposes and should not be construed as investment advice, advice concerning particular investments or investment decisions, or tax or legal advice. Similarly, any views or opinions expressed on this website are not intended and should not be construed as being investment, tax or legal advice or recommendations. Investment advice should always be based on the particular circumstances of the person to whom it is directed, which circumstances have not been taken into consideration by the persons expressing the views or opinions appearing on this website. Calamatta Cuschieri Investment Services Ltd has not verified and consequently neither warrants the accuracy nor the veracity of any information, views, or opinions appearing on this website. You should always take professional investment advice in connection with, or independently research and verify, any information that you find or views or opinions which you read on our website and wish to rely upon, whether for the purpose of making an investment decision or otherwise. CC does not accept liability for losses suffered by persons as a result of information, views, or opinions appearing on this website.
Calamatta Cuschieri Investment Services Ltd is licensed to conduct investment services business under the Investments Services Act by the MFSA and is also registered as a Tied Insurance Intermediary under the Insurance Distribution Act.
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