FundShare Fund Management

FundShare Fund Management B.V. (FFM) is a fund manager, founded in 2006, active in the management of funds under both the UCITS and AIFMD regimes. Since its inception, expertise has been gained in regular fund management, asset management, management of (qualified) money market funds and (algorithmic) trading activities. This has led to an efficient and transparent cost structure, where the customer's interests come first and foremost. FundShare Fund Management offers a varied selection of investment funds, fund structure and money market fund solutions to professional financial service providers, whereby automation, risk management, compliance, transparency and low costs are paramount.

 

History

FFM was founded in 2006 as HiQ Invest by 5 former Binck / AOT employees (IT / Quant / Trader). The Fundamental Value Fund was the first fund to be launched. Followed by the Market Neutral Fund, a market neutral arbitrage hedge fund. An advanced and automated infrastructure has been developed entirely in-house for this hedge fund. The interest of external parties in the (cost) efficient structure has created sister companies FundShare Administrator, DAF Depository and DeGiro. FFM currently has more than € 300 million assets under management (AUM), divided into 23 Sub-Funds, 6 external Operating Companies and 68,000 clients.

 

Group

FundShare Fund Management B.V. (FFM) is part of the LPE Capital B.V. holding group. In addition to FFM, FundShare Administrator and DeGiro are part of the group. The founders of FFM are the major shareholders of LPE. A small part of the shares is held by the employees.

 

Team

CEO – Adam Rose

After getting his Bachelor of Science in Industrial Engineering from Cornell University in New York he began his career in investment banking at Goldman Sachs & Co in New York City. During this period he earned his Masters in Business Administration with a major in Finance from New York University’s Stern School of Business. His specialization in this period was the structuring, analysis and trading of all forms of asset backed instruments. Subsequently Adam moved to Europe and worked for several European banks including Bayerische Vereinsbank, now Uni Credit Bank, ING Barings Bank and Commerzbank. At this point Adam made a career switch to asset management and worked 3 years at Blue Sky Group which is the asset manager of pension funds of KLM Airlines. There he was responsible for Fixed Income, Derivatives and Treasury Management. Adam went back to investment back after this point and spent 13 years at ABN AMRO Bank in various sales positions ending his career there as Global Head of Sale for the Global Markets group. From ABN AMRO Adam went on to become a member of the managing board of the Amsterdam Stock Exchange (Euronext) and after 4 years joined FundShare Fund Management as CEO.

arose@fundshare.nl

+31 (0)20 2613 012

CFO – Melvin Huisman

Melvin has a master in economics (drs.) from the University of Groningen, a post master accountancy (RA) and a post master business valuation from the Erasmus University (RV). Melvin has extensive and in-depth experience in the field of investment funds and relevant regulations and a track record of almost 19 years in the industry. Melvin in the beginning of his career has worked as a public (chartered) accountant at PriceWaterhouseCoopers Accountants N.V. for 8.5 years with a strong focus on investment firms, investment funds and structured finance vehicles. Since the beginning of 2010 Melvin worked as Head of Finance & Control for FFM and the group to which FFM belongs, including DeGiro. During this period Melvin gained additional knowledge with respect to the investment funds of FFM and third party funds acting both as depositary and fund administrator. Since becoming a director of FFM in September 2019, as CFO he became responsible for Risk Management, Compliance, Finance&Control and Fund Administration. He is also responsible for managing the relation with the Administrator and the Depositary.

mhuisman@fundshare.nl

+31 (0)20 5353 493

Head of Portfolio Management – Jan-Jaap Surie

After completing his MSc in Economics: Financial Markets at the University of Amsterdam (UvA), Jan-Jaap Surie started his career in 2002 with AOT / Binck Securities in the arbitrage department. Subsequently he started with 2 partners for himself at Market Wizards, where the focus was on arbitrage strategies and fundamental analysis. In 2013 he was asked by HiQ Invest (predecessor FFM) as head of the new arbitration department. From that position, he has grown through market making manager, head of the trading department to his current position, head of the portfolio management department. His years of experience and various functions have ensured that he has a broad knowledge of all financial markets and products. His specialties: arbitrage, European equities and fundamental analysis.

jjsurie@fundshare.nl

+31 (0)20 5353 497

Head of Operations & Control – Thorsten Schulz

After studying at the universities in Wuppertal/Germany and Gurgaon/India, and graduating with a MSc in Banking and Corporate Finance, Thorsten gathered working experience in positions with Commerzbank in Frankfurt and HypoVereinsBank in Dusseldorf, before joining DEGIRO in 2016 as Trading Assistant / Business Developer. In April 2018, he joined the Operations & Control Department at FundShare Fund Management. The departments' responsibilities lay in the fields Operational Risk Management and Compliance, monitoring and influencing the companies development within regulatory frameworks and internal guidelines. The team further develops and implements processes and policies that are resulting from the existing legal framework.

tschulz@fundshare.nl

+31 (0)20 2613 080

Portfolio Management – Lauren McGeever

After completing her MSc in Financial Mathematics and Actuarial Sciences at the University of Amsterdam (UvA), Lauren McGeever joined DeGiro in 2016 as a trading assistant and business developer. She switched to FFM in 2017 and has since grown to become a senior portfolio manager. Her specialties: bonds, money market instruments and credit risk.

lmcgeever@fundshare.nl

+31 (0)20 2613 080

Operation & Control – Shuwei Wang

Shuwei Wang finished her MSc Accounting and Financial Management at Erasmus University. She has worked at ABN AMRO and Optiver before she joined Fundshare Fund Management. She is working as an Operations & Control Professional and her specialties are Risk Control, Credit Quality Assessment and Stress Testing.

swang@fundshare.nl

+31 (0)20 2613 080