About
Hello, I’m Catharina — welcome to my network. I enjoy interacting with experts and exchanging ideas. “When God closes this door, He will open another window for you.”
I am a very sincere person. I have always believed in the law of attraction: treat others well and the world shows its goodness.
Career Summary
Independent investor and financial analyst with 17+ years across private wealth management, FX & derivatives trading, and real estate. Formerly 11 years at Morgan Stanley PWM serving HNW clients in Stockholm. I combine quantitative signals with macro judgement to build diversified, rules‑based multi‑asset portfolios focused on drawdown control, liquidity, and disciplined rebalancing. Active across Europe and Asia.
Core Strengths
- Multi‑asset portfolio construction & rebalancing
- Risk budgeting, liquidity and drawdown management
- FX & derivatives trading
- HNW client coverage & workflows
- Real‑estate project evaluation & rental ops
- Due diligence; compliance improvements
Experience
Independent Financial Analyst / Investor
2019 – Present · Stockholm / Europe & Asia
- Rules‑driven FX & derivatives trading.
- Build diversified multi‑asset portfolios.
- Manage rental real estate projects.
Morgan Stanley — PWM
2008 – 2019 · Stockholm
- HNW client relationships & portfolio management.
- Executed FX & commodity derivatives.
Sydkraft — Investment Analyst
2007 – 2008 · Malmö
- Research and trading in natural gas & derivatives.
Summer Analyst — Commodities
2006 · Stockholm
- Market research, pricing support, trading ops.
Education
Volunteering
Investment Philosophy
“Not prediction, but preparation.” Translate macro signals into rules, layer assets by purpose, rebalance on schedule, and let compounding do its work.
Contact
Email: catharina.8848@gmail.com
WhatsApp: +46 76 692 27 34