Olga Kilic, CFA, FRM, TEP, Chartered Wealth Manager

Olga Kilic, CFA, FRM, TEP, Chartered Wealth Manager

Portfolio Construction Lead @ Rathbones Greenbank

About

With over 17 years of experience in finance, I specialise in multi-asset portfolio management, risk assessment, and global economic analysis. My credentials include the CFA Charter, FRM designation, TEP qualification, and three MSc diplomas. Inspired by my studies at the University of Oxford, I aim to combine financial expertise with ethical, tax-aware decision-making, contributing to impactful solutions that benefit both clients and society.

Country

United Kingdom

City

London

Industry

Financial Services

Skill

Valuation, Equities, Economics, VBA, Quantitative Finance, Business Analysis, Financial Markets, Fixed Income, Econometrics, Trading, Bloomberg, Derivatives, Finance, Asset Management, Investment Banking, Portfolio Management

Experience

Rathbones Greenbank

Portfolio Construction Lead

Rathbones Greenbank

LinkedIn
2025-3 - Present · 1 yr 7 mos
Capital Generation Partners

Portfolio Management Director

Capital Generation Partners

LinkedIn
2023-3 - 2025-1 · 1 yr 11 mos

London, England, United Kingdom

J.P. Morgan

Portfolio Manager

J.P. Morgan

LinkedIn
2017-11 - 2023-3 · 5 yrs 5 mos

London, England, United Kingdom

Edmond de Rothschild

Associate Portfolio Manager

Edmond de Rothschild

LinkedIn
2015-6 - 2017-11 · 2 yrs 6 mos
GO INVESTMENT PARTNERS LLP

Assistant Manager

GO INVESTMENT PARTNERS LLP

LinkedIn
2014-3 - 2015-5 · 1 yr 3 mos
Sarasin & Partners LLP

Management Information Analyst

Sarasin & Partners LLP

LinkedIn
2011-4 - 2014-3 · 3 yrs

London, United Kingdom

Newsmith Asset Management Llp

Investor Relations Assistant

Newsmith Asset Management Llp

LinkedIn
2010-10 - 2011-1 · 4 mos
Tradition

Emerging Markets Money Broker

Tradition

LinkedIn
2008-5 - 2009-3 · 11 mos
Gorenje

Commercial Assistant

Gorenje

2005-4 - 2007-6 · 2 yrs 3 mos

Education

Saïd Business School, University of Oxford

Saïd Business School, University of Oxford

LinkedIn

Taxation

2023 - 2025 · 2 yrs
Harvard University

Harvard University

LinkedIn

Outsmarting Implicit Bias

2025-9 - 2025-10 · 2 mos
Harvard University

Harvard University

LinkedIn

Rhetoric

2024-1 - 2024-2 · 2 mos
STEP Canada | The Society of Trust and Estate Practitioners (Canada)

STEP Canada | The Society of Trust and Estate Practitioners (Canada)

LinkedIn
2022 - 2023 · 1 yr
STEP Canada | The Society of Trust and Estate Practitioners (Canada)

STEP Canada | The Society of Trust and Estate Practitioners (Canada)

LinkedIn
2021 - 2022 · 1 yr
STEP Canada | The Society of Trust and Estate Practitioners (Canada)

STEP Canada | The Society of Trust and Estate Practitioners (Canada)

LinkedIn
2020 - 2021 · 1 yr
STEP Canada | The Society of Trust and Estate Practitioners (Canada)

STEP Canada | The Society of Trust and Estate Practitioners (Canada)

LinkedIn
2019 - 2020 · 1 yr
STEP Canada | The Society of Trust and Estate Practitioners (Canada)

STEP Canada | The Society of Trust and Estate Practitioners (Canada)

LinkedIn
2019 - 2020 · 1 yr
The Chartered Institute for Securities & Investment (The CISI)

The Chartered Institute for Securities & Investment (The CISI)

LinkedIn

CISI Level 7 Diploma in Wealth Management

2018 - 2019 · 1 yr
Bayes Business School

Bayes Business School

LinkedIn

Mathematical Trading and Finance

2008 - 2010 · 2 yrs
Belarusian State University

Belarusian State University

LinkedIn

Management and Economics

2003 - 2008 · 5 yrs

Olga Kilic, CFA, FRM, TEP, Chartered Wealth Manager's Contact Information

Email

******@***.com

Phone

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