Sergey Belyaev joined the UFG Wealth Management team in March 2022. He leads a team of managers responsible for investing in global stock markets. The main goal is to generate stable positive income for UFG Wealth Management clients.

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Prior to joining the company, Mr.Belyaev held the position Head of the proprietary desk at Sova Capital. There he was responsible for generating trading ideas and option strategies. At VernoCapital, as a portfolio manager, he supervised the work with funds. During his five years as Executive Director of Gazprombank Asset Management, he created new investment products for a wide range of clients. Sergey has more than 15years of professional experience as buy-side analyst and portfolio manager in stock markets.

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Professional interests

• Global Stock Market

• Generation of trading ideas between sectors and assets

• Creation of investment strategies that meet theneeds of clients

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Education

 Moscow Engineering Physics Institute (MEPHi), Degree in mathematics

Certificates: FSFM 1.0, 5.0

Aleksey Potapov is Head of Investment Department at UFG Wealth Management. He joined the UFG WM team in December 2014.

Prior to that, he was a senior portfolio manager in a private bank where he managed a securities portfolio. In 2008-2011, he worked at the Moscow Interbank Currency Exchange where he took part in support and development of the MICEX index family and supporting analytical indicators.

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Professional interests

• Strategy of the company's global liquid funds;
• Investment analysis.

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Education

• Master's degree at the Higher School of Economics in Financial Markets;
• FFMS qualification certificates series 1.0 and 2.0;
• CFA (Chartered Financial Analyst) and CIPM (Certificate in Investment Performance Measurement) certificates.

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Maxim joined UFG WM in June 2018 as an analyst.

Prior to that, he was an analyst supporting trading desks at Aton and Goldman Sachs, where he was tasked with macro trends coverage and investment analysis of Fixed Income securities and issuers.

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Professional interests

• Derivatives;
• Investment analysis.

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Education

• Master's degree at the Moscow State Institute of International Relations;
• FFMS qualification certificates series 1.0;
• CFA (Chartered Financial Analyst).
  

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Ivan Dzhus joined the UFG WM team in March 2019.

Prior to that, he had 5 years of experience in investment department of Russian state-owned bank, where he specialized in structuring, analytical support and supervising of debt capital markets operations as well as selecting instruments for bank’s 1.5 bln USD investment portfolio.

Professional Interests

• High-yield bonds;
• Emerging markets equities;
• ETF strategies.

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Eduacation

• Master's degree in Financial Markets and Financial Engineering at the Financial University under the Government of the Russian Federation;
• Bachelor’s Degree in Banking and Finance at the London School of Economics and Political Science (LSE);
• FFMS certificate series 1.0;
• CFA (Chartered Financial Analyst) Charterholder.