Kevin Edgeley

Consultant Chief Investment Officer @Si Capital

Petworth, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Consultant Chief Investment Officer @Si Capital

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Chair the Investment Committee, overseeing asset allocation, risk and performance• Provide macro-economic and geopolitical analysis to support IC decision making• Advise the Board and executive team on investment governance

EDUCATION

N/A

London Business School

MSc

N/A

University of London

BSc

SKILLS

Technical AnalysisTradingTrading StrategiesEquitiesDerivativesCommodityFixed IncomeTrading SystemsHedge FundsOptionsFx OptionsElectronic TradingBloombergFinancial MarketsEquity DerivativesProprietary TradingEquity TradingCurrencyStrategyFx TradingSeries 7Wealth ManagementInvestment ManagementInvestment StrategiesPortfolio ManagementAsset ManagementAsset AllocationInvestmentsMicrosoft ExcelBehavioral FinanceTactical Asset AllocationStrategic Asset AllocationForeign Exchange (Fx) Options

ABOUT KEVIN EDGELEY

Senior investment professional with over 40 years’ experience advising investment committees, trustees, boards, and family offices on asset allocation, portfolio construction, risk oversight and fiduciary decision-making.I have served on multiple Investment and Asset Committees, providing independent judgement, robust challenge, and clear recommendations across public markets, private investments, property, and liquidity portfolios. My background combines macro-economic research, institutional portfolio management, and family office governance, with senior roles at Goldman Sachs, Caxton Europe, and as Chief Investment Officer to a single-family office trust structure.I currently act as Consultant Chief Investment Officer and Chair of the Investment Committee at SI Capital, advising on strategic asset allocation, risk frameworks, and manager oversight. I also serve as Chair of the Chichester Diocesan Asset Committee and as a Trustee of the Edward James Foundation and its Pension Scheme, supporting long term investment policy, sustainability, and financial resilience.My approach to investment committee work is disciplined, independent, and risk-focused, with a strong emphasis on capital preservation, real returns, diversification, and governance quality. I aim to bring clarity to complex decisions, helping boards and trustees navigate uncertainty, volatility, and structural change.I hold the Chartered Financial Analyst (CFA) and Chartered Wealth Manager qualifications, alongside the CFA Sustainable Investing Certificate, and have been a member of the CFA Institute for over 20 years. I am seeking to expand my portfolio of Investment Committee, Trustee, and Non-Executive Director roles, particularly with family offices, charities, endowments, and pension schemes.SkillsInvestment committee, portfolio construction, asset allocation, risk management, manager selection, macro strategy, family office advisory

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