Altana Wealth, the new investment management group set up by Trafalgar Asset Managers co-founder Lee Robinson, has appointed David Helm as global head of sales and marketing.
Helm has nearly 20 years’ experience in investment management, with the last decade spent in hedge funds. He was most recently CEO of Sofaer Capital, the Asian hedge fund pioneer with five equity-based hedge funds under management. Before Sofaer, Helm was a partner and global head of sales and marketing at Odey Asset Management.
“David has particular expertise in the wealth management and hedge fund environments and we are pleased he