Roeland Simons

Roeland Simons, CFA, FRM, currently serves as Portfolio Manager at MARCUARD HERITAGE, where he leverages over 15 years of expertise in risk management, portfolio analysis, and operational excellence to deliver tailored investment solutions. In his role, Roeland is instrumental in determining strategic asset allocation in collaboration with the Investment Solution team, ensuring that client portfolios are aligned with their long-term financial objectives while managing risk effectively. His deep understanding of equities, credit risk, structured products, and valuation techniques enables him to screen the investment universe rigorously, manage model portfolios, and benchmark them against industry peers to identify opportunities for optimization.

Roeland’s expertise extends to monitoring portfolio risk through sophisticated quantitative analysis, utilizing tools such as SQL and Reuters for data-driven decision-making. He independently performs trade execution and rebalancing, ensuring portfolios remain aligned with strategic targets and risk parameters. His ability to prepare comprehensive client presentations and review portfolio allocations demonstrates his skill in translating complex financial data into clear, actionable insights. Roeland’s proficiency in change management and operational processes supports the seamless implementation of strategic initiatives, fostering operational excellence within the firm.

Known for his impressive communication skills and strong networking abilities, Roeland is adept at engaging with clients and stakeholders to articulate investment strategies and performance insights effectively. His combination of tactical execution, financial acumen, and strategic thinking positions him as a key driver of MARCUARD HERITAGE’s success in delivering innovative, risk-aware investment solutions that optimize long-term gains for clients.