Summary
Overview
Work History
Education
Skills
Others
Timeline
Generic

George David Allotey

Summary

Results-focused investment leader with 15+ years of progressive industry experience across commercial banking, equity sell side, and investment management within a multi-national financial institution focusing on the African continent. Managed programs and portfolios across composites in traditional asset classes, structured vehicles, financial institutions, SMEs, fintech, energy and infrastructure sectors.

Overview

16
16
years of professional experience

Work History

Chief Investment Officer

Stanbic Investment Management Services
09.2021 - Current
  • Accountable for investment strategy, portfolio management, investment, and portfolio risks, with assets under management (AuM) of circa USD 745 million across pension, discretional and non-discretionary assets.
  • Accountable for deal sourcing, appraisal, and negotiation of new and existing investment opportunities across multiple asset classes.
  • Accountable for talent acquisition and internal development of portfolio managers, portfolio, and research analysts.
  • Lead role in the future of business and strategic positioning.
  • Lead role in formulating and implementing responsible investing within the business.
  • Deputize for Managing Director.

Head, Asset Management (International Assignment)

Stanbic Bank
01.2022 - 07.2022
  • Lead responsibility for re-establishment of Standard Bank's Asset Management business in Kenya.
  • Developed overall business set-up roadmap on CVPs, regulatory requirements and operational systems. Key aspects of processes will serve as blue-print for asset management CVP within East African market.

Head, Portfolio Management

Stanbic Investment Management Services
11.2018 - 08.2021

Accountable for the Portfolio Management team with supervisory oversight on research and investment appraisal.

  • Collaborated in developing strategies for growing the firm's AuM from Ghs292 million to Ghs5.2 billion through business development and investment growth.
  • Represented the firm as technical lead in industry and association activities and seminars.

Fund Manager

Stanbic Investment Management Services
01.2015 - 11.2018
  • Lead portfolio manager for the firm's long-term composites.
  • Accountable for the financial and operational performance of assigned portfolios.
  • Proactively initiated restructuring strategies in line with investment objectives.

Analyst/Securities Trader

SBG Securities Ghana Limited
06.2011 - 12.2014

Member of the equity brokerage business ensured profitability by providing sound equity investment advice to clients. With foreign portfolio investors as our focus, we interacted with their portfolio managers and other investors on analysis, outlook and trends of companies listed on the Ghana Stock Exchange in the context of the economy.


  • Collaborated in the advising TOTAL Ghana (Total Energies) Bonus Issue and Republic Bank's acquisition of Union Bank's holdings in HFC Bank Ghana.
  • Accountable for middle and back-office processes; this resulted in satisfactory rankings following regulatory surveillance checks.

Electronic Settlement and Reconciliation Officer

Stanbic Bank
10.2008 - 05.2011
  • Responsibility covered curbing revenue leakages through reconciliation and settlement of electronic products, cards and suspense accounts.
  • Mobile Money Project Champions member. Our responsibility was to roll out the MTN Mobile Money Product on the Stanbic Bank Ghana platform.
  • Efficiently simplified some settlement processes, which took much more time and manual intervention.


Education

Master of Arts - Energy Law, Policy And Practice

University of Ghana
Accra,Ghana
02.2025

No Degree - Advanced Responsible Investment Analysis

PRI Academy
United Kingdom
02.2022

MBA - Finance

Wisconsin International University College
Accra, Ghana
05.2013

Certificate in Securities

Ghana Stock Exchange
Accra
05.2009

Bachelor of Science - Land Economy

Kwame Nkrumah University of Science And Technology
Kumasi, Ghana
06.2008

Skills

  • Investment Appraisal
  • Talent Acquisition and Coaching
  • Strategic Objectives Execution
  • Commercial and Risk Awareness
  • Project Management
  • Portfolio Restructuring and Management

Others

  • Advisory Board Member, Injaro Venture Capital Fund. The LP representative for selected pension schemes in Ghana.
  • Advisor, Diamond Wheel Company Limited
  • Advisor, FaciPro Ghana Limited
  • Member of Ghana Securities Industry Association's Committee responsible for Education and Training.
  • Member of Pension Industry Collaborative Forum convened by Impact Investing Ghana.

Timeline

Head, Asset Management (International Assignment)

Stanbic Bank
01.2022 - 07.2022

Chief Investment Officer

Stanbic Investment Management Services
09.2021 - Current

Head, Portfolio Management

Stanbic Investment Management Services
11.2018 - 08.2021

Fund Manager

Stanbic Investment Management Services
01.2015 - 11.2018

Analyst/Securities Trader

SBG Securities Ghana Limited
06.2011 - 12.2014

Electronic Settlement and Reconciliation Officer

Stanbic Bank
10.2008 - 05.2011

Master of Arts - Energy Law, Policy And Practice

University of Ghana

No Degree - Advanced Responsible Investment Analysis

PRI Academy

MBA - Finance

Wisconsin International University College

Certificate in Securities

Ghana Stock Exchange

Bachelor of Science - Land Economy

Kwame Nkrumah University of Science And Technology
George David Allotey