Werner Burger, CFA, CFP, is a seasoned portfolio manager currently at Adviceworx, where they partner with financial advisers to develop tailored investment strategies aimed at achieving clients' financial goals. Previously, they held several key positions, including Portfolio Manager at Momentum, where they actively managed a variety of unit trust and multi-asset funds. With extensive experience in unit trust pricing and portfolio management from firms like RMB Asset Management and Momentum Asset Management, Werner has developed strong competencies in risk management and compliance. They hold multiple finance-related degrees, including a Bachelor of Commerce and Chartered Financial Analyst designation.
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