Wilson Carvalho

Investment Operations Manager at New Capital

Wilson Carvalho, CFA, serves as the Investment Operations Manager at EFG Asset Management since February 2018, where responsibilities include preparing presentations for management committees, overseeing finance tasks, and project management to enhance company efficiency. Previously, Wilson held various positions within EFG Bank from June 2011 to January 2018, including Investment Funds Trader and Corporate Action Investment Funds Specialist. Prior experience also includes a role as Assistant Portfolio Manager at Codeval SA from October 2007 to May 2011. Wilson holds a CFA Charter from the CFA Institute and a Maturité Professionnelle Commerciale from CEC Nicolas Bouvier.

Location

Onex, Switzerland

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


New Capital

New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide. New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients. New Capital is the mutual funds business of Swiss banking group, EFG International.


Employees

51-200

Links