Liberty Stone Financial Appoint Ms. Thelma Dos Santos As Head Of Latin American Strategy At Liberty Stone Financial
Liberty Stone Financial, a portfolio management company with roots in Hong Kong dating back to 1972 announced that Ms. Thelma Dos Santos has been appointed to the position of Head of Latin American Strategy at Liberty Stone Financial. Ms. Thelma Dos Santos begins her tenure following the retirement of Mr. Bernardino Silva on 18th April 2014.
- (1888PressRelease) April 10, 2014 - Liberty Stone Financial's current Head of Latin American Strategy Mr. Bernardino Silva confirmed his retirement at the age of 62 earlier in April, after 6 years in the position. Ms. Dos Santos has worked with Mr. Silva in the Latin American Division during the last 4 years.
Liberty Stone Financial's Mr. Silva commented "It has been a pleasure to work with Thelma Dos Santos for the past 4 years and I expect a smooth transition in the coming weeks. Thelma has been an important asset since she joined the company from Banco Bradesco in Sao Paulo in 2010. Given the success of our Latin American Division in recent years, which Thelma has played a significant part in achieving, I am confident that the Division will continue to be successful for clients of Liberty Stone Financial."
Liberty Stone Financial's new Head of Latin American Strategy Ms. Dos Santos was born in Recife, Brazil and graduated from the Federal University of Pernambuco in the city in 1991 with a degree in Economics. Prior to her 7 years at Banco Bradesco, Ms. Dos Santos worked at Banco Votorantim for 6 years and undertook a master's degree at Pontificia Universidade Catolica de Sao Paulo.
Liberty Stone Financial's new Head of Latin American Strategy Ms. Dos Santos will be promoted following the retirement of Mr. Bernardino Silva, who will continue in a consultancy role after he returns to Brazil.
Liberty Stone Financial's Executive Vice President and Chief Securities Analyst Mrs. Karen Wilson said "Thelma has displayed a multitude of skills that separate her from the average investment professional. Thelma has the capacity to understand the meticulous detail of corporate transactions and accounts, whilst maintaining a global vision in her application of her strategy. Bernardino has been a highly successful Head of Latin American Strategy and I am sure that Thelma has learnt a significant amount from him in recent years, which will continue to benefit clients of Liberty Stone Financial"
Liberty Stone Financial's new Head of Latin American Strategy Ms. Dos Santos added "I have worked for Liberty Stone Financial since 2010 and I appreciate all Mr. Silva has done to prepare me for my new position. I am delighted to have had the opportunity to work with someone as experienced as Bernardino Silva, and with his consultancy role in Brazil for the company having been confirmed, I am pleased that I will be able to continue to work with him. I am confident that I can continue to build on Mr. Silva's existing strategy for Latin America, although as the markets continually evolve so will our strategy to help our clients benefit from them."
Liberty Stone Financial is a portfolio management company with roots in Hong Kong dating back to 1972. The company was originally founded as Liberty Financial in February 1972 in Hong Kong to manage primarily stock and bond investments of individuals, corporations, trusts and pension plans.
Liberty Stone Financial's management style revolves around providing a diversified, balanced portfolio, incorporating the individual client's risk budget, to provide the best returns for that client. In July 2010, Liberty Financial merged with Stone Partners, an Investment House specializing in advising private clients from its offices in Hong Kong and Taipei to become Liberty Stone Financial.
At Liberty Stone Financial we firmly believe that when creating client portfolios, risk analysis and budgeting must be a critical element. Each client's appetite for risk is based on their unique situation, their financial goals, their overall time horizon and their ability to assume risk.
This personalized risk budget, our dedicated advisors and research team, are all brought together to provide our clients with an investment process that is just as much art as it is science. Our investment process combines our years of experience and sound business practices, coupled with the identification of patterns and market trends and balanced against our clients' objectives and risk tolerances.
Liberty Stone Financial customizes and distinctly manages each of our client's portfolios. Equity investments are not co-mingled. All new clients of Liberty Stone Financial go through an in-depth discovery process that helps to define the clients financial objectives, their overall time horizon, investment philosophy and their ability to assume risk. This data is then used to identify and select the securities that best suit the clients' characteristics, with changes to that portfolio being made as a result of the clients changing requirements, the balancing of their risk budget and on Liberty Stone Financial's ability to find undervalued assets.
Liberty Stone Financial is a portfolio management company with roots in Hong Kong dating back to 1972. The company was originally founded as Liberty Financial in February 1972 in Hong Kong to manage primarily stock and bond investments of individuals, corporations, trusts and pension plans.
Liberty Stone Financial's management style revolves around providing a diversified, balanced portfolio, incorporating the individual client's risk budget, to provide the best returns for that client. In July 2010, Liberty Financial merged with Stone Partners, an Investment House specializing in advising private clients from its offices in Hong Kong and Taipei to become Liberty Stone Financial.
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