MWC - Key Persons
Adriana joined MWC Group in 2016 and now she is running the administration team, managing the on-boarding processes and covering a wide range of activities supporting our clients and consultants.
Adriana qualified with a Bachelor's in Business Administration followed by a Master's in Business Administration from the University of Economic Studies, Bucharest, Romania. She also holds the CF1 - certificate in financial services, regulation and ethics from the Chartered Insurance Institute (CII), UK.
In her free time, Adriana enjoys fitness, healthy cooking and she is a passionate traveler.
Anders became an integral part of the team in 2013 from a six-year background in financial services working in Latin America and Denmark. Anders holds a Masters in International Political Economy from the University of Manchester.
Anders is currently working towards his financial planning accreditations to support his para-planning and client servicing ambitions.
He was a ruthless semi-professional footballer in his early days and now enjoys long distance cycling. He is well travelled and speaks fluent English, Spanish, Portuguese, Norwegian, Swedish and is native Danish. Charity work involving the fight against cancer and endangered animals are especially close to his heart.
Job Titles:
- Investment & Operations Administrator
Andrew holds an Honours Degree in Banking and Finance from the University of Malta. He has also recently achieved an Advanced Diploma in Accounting and Business from the Association of Chartered Certified Accountants.
Before joining MWC Group, Andrew worked at HSBC for four years, with his last role being that of a Senior Accounting and Financial Officer within HSBC Life Assurance.
Andrew enjoys reading history books, particularly about Maltese history and is very interested in football and car racing.
Becky joins the Administration Team at MWC bringing with her 25 years of Industry experience. Starting with a role in Business Administration in the UK she went on to further her career by working offshore for The Alliance Partnership as Head of Administration.
In her spare time Becky enjoys keeping fit, cooking and spending time with her family.
Job Titles:
- Financial Planner & Investment Advisor
Claude joined the Advisory Team in May 2020. Originally from South Africa, he has been living and working in Malta since 2015, where he spent almost 4 years as a Finance Executive at Aon plc, specialising in Insurance Accounting. Later, he Joined Calamatta Cuschieri as a Capital Markets Analyst.
Claude holds a Bachelor of Commerce with honors in Financial Management Sciences from University of Pretoria. He is currently studying towards the Chartered Financial Analyst (CFA) designation, planning to sit for the Level 1 examination in November 2021.
In December 2020, Claude passed the Uniform Investment Adviser Law Examination, also known as Series 65 and became a licensed investment adviser representative in the US.
Claude enjoys the outdoors and in his spare time spends a lot of time in the sea, he is a keen diver, football fan when not trading his own account.
Daniel started his financial services career in the UK with Banco Santander, working with them for 4 years providing mortgage and financial planning to both new and existing clients, before moving to Quay Financial Services and subsequently Teachers Assurance where he spent 6 years and 4 months providing financial planning and support to UK based clients on pensions, investments, mortgages and tax planning. Following this he moved to a business development role with Liverpool Victoria, the UK's largest friendly society, in a role based on supporting, training, and presenting to financial advisers nationwide for almost 3 years before moving to Malta with family.
Since the move to Malta he has gained experience in both investment fund compliance, European taxation and corporate solutions for tax and compliancy in international markets, before moving back into financial planning with MWC Group in early 2019.
His relevant education includes, his level 4 Diploma in Financial Advice DipFA, Certificate in Supervising in a Regulated Environment CeSRE, Certificate in Financial Advice CeFA and Certificate in Mortgage Advice CeMAP. All taken with the London Institute of Banking and Finance.
David brings a wealth of experience to his role with MWC. After graduating university with a Bachelors degree in Economics & History, he qualified as a financial advisor in 1998, starting his career with a major European bank.
Having specialized in mortgage and insurance advice for several years in London, David moved to Zürich in 2010 to join a global financial advisory company providing private clients with investment and tax planning services. He took a short break from the industry working within a Swiss financial headhunting boutique before returning to his true passion of financial planning.
Eddie is a fully qualified financial consultant and holds the level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute in the United Kingdom, the CYSEC (Cyprus Securities and Exchange Commission) advanced qualification" and he is also a member of The Federation of European Independent Financial Advisers. Prior to joining the MWC Group he was a financial consultant for the Alliance Partnership for over seven years and prior to this he held various senior management roles with blue chip companies across the globe.
He currently is the manager of our Cyprus branch and having lived in Cyprus for over eighteen years he fully understands the needs and requirements of both the local and expatriate communities and prides himself on the level of service, professionalism and expertise he can offer in the local marketplace.
In his spare time Eddie enjoys travelling extensively, cooking, fine dining and visiting sites of ancient and historical interest.
Edward holds a B.Sc. (Hons.) in Mathematics and Physics from the University of Malta and an M.Sc. in Mathematical Finance from the University of York. He spent a number of years lecturing Pure Mathematics at De La Salle College Sixth Form and joined MWC Group in May 2021.
Edward enjoys spending most of his free time outdoors, especially trekking and swimming. He enjoys travelling to countries off the beaten track, away from the hustle and bustle of cities. He has also had a successful career as a football player, plying his trade in the Maltese Premier League and representing his country on numerous occasions.
Job Titles:
- Director
- Financial Controller
- Risk Manager
Flory previously was responsible for administration teams for EMEA for Thomson Reuters based in Geneva and Zurich. She is currently responsible for company-wide reporting, data analysis, systems and processes. Flory has her Versicherungsvermittler VBV qualification as insurance intermediary.
Flory enjoys boot camps, reading historical fiction and ice skating. She speaks fluent English, French, Spanish, Italian and is native Romanian.
Job Titles:
- Financial Operations, Investment Research Specialist
Gabriel began his career with MWC Company in January 2022 as a paraplanner while completing his university studies. He graduated from the University of Malta in 2023, earning a Bachelor of Commerce with majors in Banking & Finance and Insurance & Risk Management. Originally from Brazil, he now excels as a Financial Operations and Investment Research Specialist, where he leverages his keen interest in geopolitics to analyse the impact of global events on financial markets.
In his leisure time, He enjoys following motorsports and also engages in bodybuilding and chess, activities he believes offer valuable lessons in discipline, strategy, and patience, which are directly applicable and beneficial in his analytical work on the markets. These pursuits not only enrich his personal life but also enhance his professional acumen, allowing him to approach market analysis with a unique and insightful perspective.
Georganne joined MWC Group in July 2022 having spent the previous 12 years working as an administrator and client service in different sectors, for the last 6 years she worked in International Financial Services companies.
In my free time, I like to spend time with family and friends, cooking and mostly travel whenever I can.
Job Titles:
- Consultant
- Senior Financial Planner
Gethin is a successful consultant who through dedication and a passion for getting results has achieved a strong and loyal client base. He applies a holistic approach towards financial planning making sure that protection and succession planning are part of the clients objectives. Prior to working as a Senior Adviser Gethin played key roles in the successful regional management of health clubs across the globe.
Financials and HR played a large role in the job description which has helped form a solid foundation in his profession. Gethin possesses a degree in Science and Psychology.
Iain earned a Mechanical Engineering Honours Degree and then a Masters in Business from Strathclyde university in Scotland. From here he joined a renowned Foreign Exchange company in Windsor, United Kingdom for the first 6 years of his career. This employment provided him with the chance to experience and succeed in both the sales and trading sides of the business. Following this Iain moved to Geneva, Switzerland in early 2007 when presented with an opportunity to broaden his financial knowledge within the Wealth Management industry. He has since spent his career building a superior understanding of intricate financial planning, as well as taking an ever increasing interest in the world of macro economics. His role is now that of Sales Director, where he helps a dedicated team of Senior Financial Planners to succeed in bringing new clients to the business.
Job Titles:
- Manager
- Senior Financial Adviser
James graduated from Liverpool University with an Engineering degree and since then has accrued approaching 40 years invaluable experience. Commencing in UK markets and serving as a regional manager for Lincoln National Group, he later moved to be a pioneer in offshore financial services working with transient individuals, successfully building and managing teams of consultants all over the globe. Following the merger between MWC Group and Alliance Partnership, that James founded in 2004, he continues to ensure seamless integration as well as developing highly competent financial advisors.
Joseph Portelli has over 36 years of experience employed in various capacities within the financial industry in the US and in Malta. During his career, he has served as a portfolio manager, currency and commodity trader and has been employed with companies such as Bank of America Corporation, Nomura Securities International, Goldman Sachs to name just a few.
He is currently Executive Chairman of the Malta Stock Exchange and sits on its Audit Committee.
An alumni of the City University of New York, Joseph Portelli is also a visiting lecturer at the University of Malta, and has taught courses at the Central Bank of Malta, Malta Institute of Accounting, and other institutions. He is a regular contributor to the Times of Malta, writing about investor education. Joseph graduated with a BA from Baruch College, City University of New York.
Job Titles:
- Financial Planner & Investment Adviser
Job Titles:
- Uniform Investment Adviser
Libby joined MWC Group in August 2023 as an intern while pursuing her dual degree in Geography and Business at Loughborough University in the United Kingdom. As she embarks on her journey in the financial advisory sector, Libby expresses sincere gratitude to the entire MWC team for their warm welcome and invaluable support in nurturing her professional growth.
Beyond her professional endeavours, Libby finds fulfilment in traveling, cultivating relationships with loved ones, maintaining a healthy lifestyle through gym activities, and indulging in literature during her leisure hours.
Job Titles:
- Financial Planner and Investment Adviser
Luke joined MWC Group in September 2020 with the role of assisting Financial Planners in their client meeting preparations as a paraplanner and administrator, gradually developing into a financial advisor-oriented role, while still focusing on the development of the paraplanning team.
He holds a M.Sc in Finance from Wroclaw University of Economics and Business and is currently a Chartered Financial Analyst(CFA) Level 1 candidate, planning to sit for the exam in May2022.
Luke enjoys new challenges and is a believer in continuous learning and self-development, fitting in well with the team who share similar values. In his free time, Luke enjoys trading on his own account, following the Mixed Martial Arts and football scenes and is an avid long-distance runner.
Job Titles:
- Investment Advisor and Financial Planner
Mahé is originally from France, and since she graduated with a master's degree from IAE Lyon, School of Management in Banking Finance, and Wealth Management, she has been working with high-net-worth clients. Firstly, with the bank Société Générale in the South of France and in headquarters in Paris, and now with MWC Group from Malta. She holds the certification from the Autorité des Marchés Financiers (AMF) in France, and she brings her expertise to our team especially with assurance vie and mortgages.
In her free time, Mahé enjoys playing basketball, snorkelling, cycling, and cooking. She likes spending time with her family and friends.
As per regulatory requirement (Art 22 of FinSA), Mahé is registered on the Swiss adviser register (regservices.ch) under No MD68223.
Job Titles:
- Investment Analyst and Operations
Maksym joined MWC Group as an intern during his final year of studies at the University of Malta. After graduating with a first class honours degree in Banking and Finance, he joined the MWC Asset Management team, where his current role involves assisting in portfolio management decisions and day-to-day operations of the firm.
In October 2020, Maksym passed the Uniform Investment Adviser Law Examination, also known as Series 65, and became a licensed investment adviser representative in the US. He also holds the Advanced Certificate in Fund Administration awarded by CLT International.
He is currently studying towards the Chartered Financial Analyst (CFA) designation, planning to sit for the Level 1 examination in November 2021. In his spare time, Maksym enjoys digital photography, snowboarding, modern art, as well as trading his own financial account.
Job Titles:
- Client Services Associate
Marcus arrived in July 2022, having previously worked for the largest IFA in the world as a Relationship Manager and Team Leader. Prior to this Marcus was teaching Maths and Physical Education to Secondary school students in London.
Currently Marcus is studying to complete his Level 3 CISI International Certificate in Wealth & Investment Management, having already completed a Level 3 CISI Introduction to Securities and Investment, as he strives to become a fully qualified advisor himself in the future.
Hailing from Hertfordshire in England, Marcus has now lived in Malta for over a year and is an avid football fan, even playing himself at a semi-professional level both in England and Malta. Outside of this, like many others, he is a keen traveller as he believes exposure to new cultures and experiences is the best way to learn, grow and develop.
My path into the world of financial advisory services is a little more mixed than most, but at the heart of all of my experience has been taking care of my clients. From organising events for an oil and gas company in Asia to selling advertising space for a newspaper in Spain, I have always cared about my clients. In my role as Client Relationship Manager in the Geneva office of United Advisers Group, I want my clients to feel as though they are receiving the best advice, tailored to their situations.
Job Titles:
- Swiss Market Technical Specialist
Born and raised in Switzerland, Marcus has had a distinguished career in Swiss Financial Services since 1977. Originally at Winterthur Bank and Winterthur Insurance in portfolio management, from 1993 to 2005 he was responsible for financial planning implementation as a director of Geneva Life, later acquired by Zurich Insurance. From 2006 Markus has been independent and headed up private clients.
Markus now holds a specialist role at MWC Group and assists with training, in depth product analysis and financial planning. Markus is well known in the industry. He has been instrumental in forging new relationships and extended the suite of solutions we can offer our clients.
Markus plays guitar in his long-standing amateur band "Mad Genius", playing in and around Winterthus and Zurich.
Mike joined MWC Group in 2021 and is the IT and Security Manager for all locations supporting back office and client facing staff.
Mike has worked in IT and software development for around 30 years providing help and management to corporate companies including Experian and Royal Mail and providing services to blue chip customers in finance, retail and automotive industries.
In his free time, Mike can be found walking his dogs, motorcycling around the world and engaging in his lifelong passion for art & photography.
Neal holds a M.A in Financial Services, a Bachelor of Commerce degree with Honours in Banking & Finance both from the University of Malta as well as a Diploma in Corporate Finance, Treasury & Portfolio Management from the IFS & MITC in Malta in collaboration with the University of Reading.
Throughout his career Neal has worked with several licenced financial services entities focusing on Licencing, Compliance and Anti Money Laundering (AML). He has also worked as a Manager in the Securities Unit of the Malta Financial Services Authority (MFSA). Neal sits on the Board of other licenced entities as an Independent Non-Executive Director.
In his free time, Neal enjoys meeting up with friends and playing outdoor sports such as football, tennis and golf.
Job Titles:
- Financial Planner, Investment Adviser & Insurance Broker
Nick joined MWC Group in July 2021 having spent the previous 10 years working as a professionally qualified financial adviser, providing tax, investment and wealth management advice to high net worth clients based throughout Europe.
In 2011, Nick graduated from the University of Malta with a Bachelor's of Commerce Honours (BSc Hons) Degree in Economics and Management. He also holds a Diploma for Financial Advisers (DipFA) through the London Institute of Banking and Finance (LIBF).
Nick is originally from Malta where he currently lives with his wife and two children. Between 2000 and 2005, Nick spent five years living in Zurich, Switzerland. Nick still regularly visits Switzerland with his family and, when away from the office, enjoys travelling and exploring different cultures. Nick also enjoys physical activity and is a keen football fan.
As per regulatory requirement (Art 22 of FinSA), Nicholas is registered on the Swiss adviser register (regservices.ch) under No NG99179
Nygel lives in Geneva and has personally helped in excess of 1,000 English speaking international workers in the private, NGO and IGO sectors to create and plan for achieving their long-term financial security.
His clients include Lawyers, Judges, Doctors, Economists, Scientists and Directors.
Using his years of experience in the investment and international financial planning sector he has taken the strain and worry away from key financial decisions by working in partnership with his clients in a long term relationship to…
Owen joined the team as an intern in July 2022, and has since transitioned into a paraplanning role, supporting the advisory, admin and operations team were deemed necessary. Owen is currently in his third and final year of a Bachelor of Commerce program at the University of Malta, majoring in both Banking & Finance and Accounting, with aspirations to further his academic journey beyond this degree.
Outside the office, Owen is a passionate guitar player, finding musical expression to be both a creative outlet and a means of relaxation. Fitness is another key aspect of his lifestyle, with Owen enjoying various physical activities such as working out, hiking, and playing football. Additionally, Owen is an avid reader, continually expanding his knowledge and perspectives through a variety of literature.
Job Titles:
- Junior Compliance Analyst
Originally from Colombia, Paula Hernandez has been member of the Compliance team since September 2023. As a seasoned Business Administrator, Paula boasts over 10 years of experience in compliance across Colombia and various Latin American markets.
Having relocated to Malta in 2022, Paula has embarked on a journey to broaden her expertise in compliance within the European market. Her goal is to contribute her knowledge and experience to further enhance the initiatives of MWC Group.
Beyond her professional pursuits, Paula enjoys exploring new places through traveling, hiking and outdoor activities, immersing herself in the world of books and spending quality time with family and friends.
Job Titles:
- Chief Operations Officer
- Investment Adviser
Job Titles:
- Asset Manager
- Managing Director
- Owner
MWC Group owner Robert Midgley has over ten years experience working in Switzerland with the International community and has clients at major trading houses and fortune 500 corporate senior executives. Robert specializes in asset management and complex financial planning, particularly including tax stucturing and retirement planning.A multitude of designations including advanced diplomas in pensions and tax awarded by the Chartered Insurance Institute (CII) in London.
In his little spare time he enjoys playing tennis, travelling and skiing.
Prior to joining MWC, Sharon worked with The Alliance Partnership administration team for 12 years. She has valuable experience working in a variety of Administrative and Customer Servicing roles including School Office, Accountants and Banking. Sharon loves a challenge, liaises effectively with others and works well under pressure.
In her free time, Sharon enjoys listening to music, keeping fit, trips to the theatre/music concerts, spending time with her family and socialising with friends.
He completed his bachelor's degree in business leadership last year from the Malta Leadership Institute (MLI). His educational background includes O levels and A levels in business studies with a focus on Accounting. He has recently registered for the ACCA program to further his qualifications. Before joining the MWC group, he worked in the Admin department of Leadership Consultancy and Training Services (LCTS).
Outside of work, he enjoys playing the Guitar and exploring new destinations as a passionate traveller. His biggest source of motivation is his beloved brother, Shaidul Islam.
Driven by a passion for precision and excellence, Susanne Battegay embarked on her financial journey in 1994 as a Senior Securities Trader at BSI Lugano, specializing in diverse asset classes. Transitioning to Credit Suisse Zurich, she excelled as an Investment Consultant for both corporate and private clients before assuming the role of Relationship Manager for Key Clients, a position she held for over a decade. Throughout her tenure, Susanne garnered accolades for her strategic guidance and client-focused approach.
Presently, as a Portfolio Manager at MWC Group, Susanne brings her wealth of experience to the forefront, spearheading Market Research and Analysis, Asset Allocation, Portfolio Construction, Risk Management, and Client Communication and Reporting for the Asset Management services.
Susanne's journey is emblematic of her relentless pursuit of excellence, marked by a steadfast dedication to delivering optimal financial solutions and driving client success.
In her spare time, she enjoys Road and Gravel Biking.
Vanja joined MWC Group's administration team in 2023, transitioning from the health insurance sector.
Holding a university degree in Sports and Psychology, with a specialization in Karate coaching from Novi Sad, Serbia, she brings two decades of experience and dedication, defending the flag of her National Team.
Outside of work, Vanja enjoys engaging in cultural activities and finding relaxation in the companionship of her dog