Realm Investment House
Tony Allen is an experienced operations manager currently with Realm Investment House since January 2017, previously serving as an operations analyst at Crestone Wealth Management for a brief period focused on the FATCA Remediation Project. Prior roles include positions as a middle office analyst at Capula Investment Management LLP, where responsibilities involved trade capture and lifecycle event management for derivative assets, and as a derivatives analyst at Santander Global Corporate Banking, specializing in drafting confirmations for various derivatives. Tony also held senior roles at National Australia Bank, leading teams in OTC confirmations and regulatory reporting while managing resources and stakeholder relations. Tony holds a Bachelor of Commerce degree in Accounting and Finance from Deakin University, completed from 2007 to 2009.
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Realm Investment House
Realm Investment House is an asset management firm that has been established by an experienced team of professionals with tested investment beliefs, processes and extensive networks. Our Investment objectives and processes reflect our core values and skillset; Global Macro assessment of economic policy and investment markets Bottom-up Fixed income and credit portfolio management We do not invest in markets where we cannot fully conceptualize the risk/reward trade-off. The investment strategies reflect our strengths and confidence in our investment edge. Realm is a truly independent fiduciary, where the principals own the business ensuring alignment of interest with our clients. We offer a partnership approach with full transparency, and note the growing demand for this type of service. This involves clients in the investment process. We want our clients to understand the investments we manage on their behalf. Every month we publish market commentary and fund updates via email. To receive the newsletter direct to your inbox please visit our website and sign up!