Frederick Khumalo


Frederick Khumalo

Senior Portfolio Manager


Mr. Frederick Khumalo holds a very crucial position within the Legion Finance Trade Limited environment, he engage in managing client investment portfolios, making daily investment decisions concerning investment portfolios, Implementing stated strategies from the Chief Investment Officer and executing investment decisions for the assigned investment portfolios, meeting with clients to discuss investment strategy, recommending portfolio changes and reviewing investment performance, identifying and analyzing rates of return and risks associated with the various components of the investments and other potential investments. Monitoring the financial condition of the securities which are held in investment portfolios, keeping informed of market trends and analyzing the effect of these trends on the investment portfolios. Maintaining relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner, working as part of a team with various regional representatives.

Areas of expertise

  • Assets Management

  • Growth Enhancement

  • Portfolio Development

  • Investment Management

Education

  • MBA Harvard University
    Banking and Financial Support Services
  • (BBA), University of Oxford
    Banking, Corporate, Finance, and Securities Law
  • CFA, Institute
    of Chartered Financial Analyst

Testimonies

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