Manuel Geoffrey

Portfolio Management Officer,
Research & Funds Specialist

“ I alone cannot change the world, but I can cast a stone across the water to create many ripples. “ – Mother Teresa

Manuel’s journey in the retail business has given him an understanding of client needs. This allows Manuel to design dashboards to monitor client portfolios on a regular basis. Leveraging Manuel’s background in mathematics, he has integrated portfolio analysis into Vantis’ internal processes, providing valuable insights to Vantis advisors.

In addition, the extensive training equips Manuel to solve technical problems efficiently. Vantis is very proud that Manuel has streamlined Vantis’ internal processes and created a seamless workflow.

Education

IPB University

Bachelor’s Degree, Applied Mathematics

Area Of Expertise

  • Analytics
  • Portfolio Management & Optimization
  • Mutual Funds Investment Strategy

We will assist you in your financial needs, monitor your daily portfolio investment using a system-based approach, and help you compile your wealth portfolio that covers your investment, insurance, and all other assets.