Vikram Raman
Senior Adviser
Location
Sydney
Vikram works as an Adviser on an adviser team with Fergus Mackintosh.
Vikram has worked in private wealth management for over ten years and has been an Adviser at Asteri Asset Management for over seven years, after starting his career at JBWere.
He collaborates closely with Fergus Mackintosh on advising private clients and NFP’s across a wide range of mandates on portfolio & investment strategy, asset allocation and complex financial modelling (e.g. cashflows, retirement etc).
Vikram has a strong understanding of investment markets and is well-versed across all asset classes including domestic and international equities, fixed income and alternatives. He enjoys working closely with his growing list of clients and relishes the opportunity to help them preserve and build their long-term wealth, achieve their strategic funding objectives and enjoy peace of mind throughout retirement.
Vikram holds a Bachelor of Commerce (Professional Accounting) from Macquarie University and is a CFA Charterholder (Chartered Financial Analyst). He also holds an RG146 (Securities and Managed Investments and Foreign Exchange).
Location
Sydney