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Joey Mouracadeh

Senior Investment Director & Private Office Adviser, Principal

"I work closely with clients to tailor the optimal investment solutions, prioritising their personal preferences, risk appetite, and long term return objectives."

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As a Senior Investment Director, Joey brings with him over 20 years of experience providing investment solutions to a broad set of clients across multiple jurisdictions, spanning from the UK, to Hong Kong, Singapore and, since 2013, Australia. 

Prior to joining Stanford Brown, Joey spent 5 years at ANZ Private Bank, where he was latterly a Senior Investor Advisor. Before ANZ, he was a Senior Investment Advisor to High Net Worth Clients at Credit Suisse Private Bank, and before then, he was Head of Portfolio and Investment Advice at UBS Wealth Management 

Before coming to Australia in 2013, Joey spent 8 years in various advisory and solutions orientated roles to private banks and private clients across the UK and Asia for the Royal Bank of Scotland and UBS Wealth

Areas of expertise

  •  Portfolio Construction & Management
  •  Investment Advice
  •  Investment Strategy & Asset Allocation

Joey Mouracadeh loves

  • Spending time with amazing family: my wife, my son, and my 2 daughters

 

  • Passionately following my English Premier League soccer (football!) team, Chelsea, and playing when I can

 

  • Reading and following anything that affects markets, from macroeconomics & business, to geopolitics and complex financial products, they all bring out various different parts of the geek in me

Qualifications

  • Bachelor of Science in Mathematics (King’s College London)
  • Masters of Science in Financial Mathematics (King’s College London)
  • Certificate in Investment Strategies (Columbia Business School)
  • Certificate in Alternative Investments (Harvard Business School)
  • Diploma of Financial Planning (Mentor Education)
  • Core 1 – Securities & Managed Investments Accreditation (Stockbrokers and Financial Advisers Association)

Areas of expertise

  •  Portfolio Construction & Management
  •  Investment Advice
  •  Investment Strategy & Asset Allocation

Qualifications

  • Bachelor of Science in Mathematics (King’s College London)
  • Masters of Science in Financial Mathematics (King’s College London)
  • Certificate in Investment Strategies (Columbia Business School)
  • Certificate in Alternative Investments (Harvard Business School)
  • Diploma of Financial Planning (Mentor Education)
  • Core 1 – Securities & Managed Investments Accreditation (Stockbrokers and Financial Advisers Association)

Joey Mouracadeh loves

  • Spending time with amazing family: my wife, my son, and my 2 daughters

 

  • Passionately following my English Premier League soccer (football!) team, Chelsea, and playing when I can

 

  • Reading and following anything that affects markets, from macroeconomics & business, to geopolitics and complex financial products, they all bring out various different parts of the geek in me