About Us

We offer a high quality, personalized investment management service that aims to meet the individual demands of today’s private and professional investors.

Whether you need an income, are looking to grow your wealth or just safeguard it, TFR Global’s investment expertise can help. In your busy schedule, have you considered planning for your future? Do you have a financial plan? Is your financial plan comprehensive? Do you know where to start?

If your answers are more of a “No”, we invite you to listen to one of our wealth advisors.

We’re a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Every client, whether an individual, family, corporation or institution has unfettered access to our firm’s broad expertise which is there to assist you.

We offer a high quality, personalized investment management service that aims to meet the individual demands of today’s private and professional investors. Designed to help guide our clients through the increasingly complex investment world, our personalized approach draws on traditional client service values in a world where individual investment manager discretion is often replaced by a process-driven response.

Many of our clients have a longer-term time horizon and a generally conservative attitude to investment, with a variety of investment goals; from preserving capital for future generations to providing an income for retirement or just funding a dream.

By placing an investment manager as the primary point of contact for all our relationships, we can ensure that each client receives a personal level of service, as your manager will be responsible for managing your portfolio as well as the relationship. Our tailored approach allows for increased flexibility which can be useful if your specific circumstances change.

We understand that to engage a discretionary portfolio manager there needs to be a high level of trust, and TFR Global seek to become one of your trusted advisers. To determine how we achieve this we are constantly asking existing clients to confirm their trust and confidence in their investment manager. Whatever your goal, our advice is non- restricted, as we provide advice on all financial products. We instill impartiality and accountability across our entire firm, which ensures we provide you with the level of personal service you should expect from someone entrusted to look after your investments.

Security of client assets is at the top of our agenda. For our managed portfolios and managed funds, we offer a comprehensive in-house custody and administration service, which allows for efficient administration whilst ensuring your assets are performing as you expect them to.

We believe that your investment manager is responsible for your investments and of putting their clients’ needs first. TFR Global is owned, managed and only employs experienced investment practitioners who all have the conviction to ensure we stay focused on putting our clients’ needs first.

Our investment managers and wealth management teams serve you with dedication to best ensure your special financial requirements, investment knowledge, risk sensitivities and concerns are met.

We invite you to learn about our team members, their industry experience and their interests, both within and outside the firm. Each professional’s open, authentic approach makes him or her memorable.

Our Team

Our entire team has extensive investment and wealth management experience, gained at some of the world’s leading financial institutions. By working closely together as a team, we are able to draw on our diverse skills and knowledge, allowing us to treat each client’s needs and portfolio individually and personally and meet the unique needs of every client.

Our team has a one mission in mind: To help our clients, and our clients’ clients, reach that stage wherein they live the lives they’ve worked so hard to enjoy.

When we take on new clients, they become part of our extended family, and over the past decade, we’ve developed multi-generational relationships with many of them.

While our team members' backgrounds might be different, we share several beliefs and values in common. In particular, a friendly and honest attitude to client relationships, a willingness to embrace new ways of working, and a desire to work towards all of our individual clients’ best interests.

Dennis Tillman

Joint Founder and Managing Director

Dennis Tillman is Founder and Managing Director of TFR Global. Mr. Tillman has been involved in all phases of TFR Global’s development since its founding in 2009. Under Dennis’ leadership TFR Global has established itself as a leading investment business across multiple asset classes, including private equity, where it is becoming a global leader in traditional buyout, growth equity, special situations, wealth management and hedge fund solutions. TFR Global is a market leader and provider for wealth management solutions for small and middle-market companies as well as high-net worth clients.

TFR Global has also recently launched major new departments dedicated to infrastructure and life sciences’ investing, as well as delivering the firm’s investment management expertise and products to some of the world’s largest hedge fund companies.

Mr. Tillman is an active philanthropist with a history of supporting education, as well as culture and the arts, among other things. In both business and philanthropy, Mr. Tillman has dedicated himself to tackling big problems with transformative solutions. In March 2017, he announced a foundation to address the opportunities and challenges presented by the rise of artificial intelligence, including critical ethical and policy considerations to ensure that the technologies are employed for the common good.

Mr. Tillman is a member of The Business Council and The Business Roundtable

Mr. Tillman holds a B.A. from Yale University and an M.B.A. from Harvard Business School. He has served as an adjunct professor at the Yale School of Management and was on the Harvard Business School Board of Dean’s Advisors.

Francis Fenton

Joint Founder and Operations Director

Francis Fenton is Joint Founder and Operations Director of TFR Global. He is also a member of TFR Global’s Management Committee and sits on each of the firm’s investment committees. Francis previously served as the firm’s Head of Corporate Trading.

Prior to joining TFR Global in 2009, Francis was CEO of Global Investment Banking and Private Equity at Credit Suisse First Boston and a member of the Executive Board. Prior to the acquisition of Donaldson, Lufkin & Jenrette by Credit Suisse First Boston in 2000, Francis was the Chairman of DLJ’s Banking Group, responsible for all the firm’s investment banking and merchant banking activities. Francis joined DLJ in 1975 and became head of DLJ’s global M&A group in 1982.

Francis has served on a number of other corporate boards and is Chairman of the Finance Committee of The Metropolitan Museum of Art, member of The Board of Trustees of the Mount Sinai Health System and member of the Center for American Progress Board of Trustees. Francis is also an Advisory Council member of the Monetary Authority of Singapore.

In 2013, Francis co-authored a book proposing a solution to America’s looming retirement crisis. The first edition was published in 2014. He has also published articles in The New York Times, The Wall Street Journal, Financial Times, The Harvard Business Review and other major publications.

Francis graduated magna cum laude with a BA from Harvard College in 1973 and was a John Harvard Scholar. He earned an MBA with high distinction from the Harvard Business School and graduated as a Baker Scholar in 1975.

Simon Rosenstock

Joint Founder and Director

Simon Rosenstock is Joint Founder and Director of TFR Global. Simon also oversees our corporate client managed funds and leads TFR Global's private equity investment activities in the emerging markets’ sector on a global basis. Since joining TFR Global in 2009, and prior to fully dedicating his time to the emerging markets sector, Simon has been involved in the execution of several important TFR Global investment partnerships involving lithium, facial recognition technology and AI. Simon has either led or played a critical role in every one of TFR Global's emerging market investments.

Before joining TFR Global, Simon worked at Morgan Stanley & Company's Investment Banking Division in their Global Energy and Mergers and Acquisitions departments in both the U.S. and Hong Kong. Prior to that, Simon worked at the Canadian Imperial Bank of Commerce’s Investment Banking Division in Canada and separately in Hong Kong.

Simon heads up our investment advisory committee for TFR Global's emerging market opportunities management team which is dedicated exclusively to advising clients of investment recommendations in the emerging market sector.

Simon received an Honors degree in Business from Queen's University in Canada, where he graduated with First Class Honors.


Graham Jenkins

Head of Institutional Trading

Graham Jenkins is our Head of Institutional Trading at TFR Global. Graham is primarily responsible for heading up the team to determine the strategic direction and growth of the institutional business for clients in Europe, the Middle East and the Asia-Pacific region.

Graham oversees the Sales and Relationship Management functions across the regions and leads initiatives related to client portfolio expansion and for initiating investment opportunities in both the pre- and post-retirement worlds. Graham is a member of the firm's Executive Management Group.

Graham has more than twenty years of experience in financial services with a focus on institutional client funds and portfolio management and distribution. Graham joined TFR Global at the beginning of 2011, having previously combined running his own very successful investment management consulting business with serving as non-executive director for Unigestion, (UK), Limited.

Prior to this, Graham held several senior roles at Schroders Investment Management Limited as well as a senior role at Barclays Global Investors. He began his career at Coutts & Co in their global security services division.

Graham holds a Bachelor of Science honors’ degree in Economics with Finance (Hons) from the London South Bank University, London, England.

Simon Netherton

Head of Corporate Trading

Simon Netherton is our Head of Corporate Trading. Simon joined TFR Global in 2012 in the United Kingdom office and transferred to the Hong Kong office in 2014, where he oversees TFR Global’s corporate clients’ investment activities across all sectors of the financial markets.

Before joining TFR Global, Simon was a senior investment advisor with PIMCO Investment Management Limited, London where he advised on many of the firm’s high net worth client’s portfolios and was responsible for many of the firm’s client acquisition programs.

Since joining TFR Global Simon an has been involved in the execution of several of TFR Global’s investment recommendations for both our corporate and retail clients including over-seeing several large global IPO private placements in various market sectors.

Simon assists clients with building diversified alternative portfolio strategies that span hedge funds, alternative risk premia, private equity, private credit and real estate.

Simon holds an MBA from the Anderson School of Management at the University of California, Los Angeles. He received his undergraduate degree from the University of Southern California.

George Tremble

Chief Risk Officer

George Tremble is the Chief Risk Officer for TFR Global and is responsible for all investment, liquidity, counterparty, and operational risks across TFR Global's global operations and client assets. He is a member of TFR Global Executive Management Group and serves on TFR Global's Risk, Fiduciary, Investment and Product Committees.

George joined TFR Global in July 2012 and previously worked as a portfolio manager for alternative assets at Standard Chartered on behalf of their insurance clients and held a number of different roles including Chief Risk Officer & Chief Operating Officer, Director of Fixed Income Research, Head of Tactical Asset Allocation, Portfolio Manager for the Standard Chartered Total Return Fund.

Prior to this George spent four years at Deutsche Bank in Global Markets and previously worked for two years at Goldman Sachs in Real Estate Investment Banking. George also used to serve as chairman of the Brunswick School board.

George has an AB in Politics from Princeton University, graduated with a JD from the University of Virginia and has earned the Chartered Financial Analyst designation.


Matthew Lovett

Global Fixed Income/Currency & Cash Manager

Matthew Lovett is a TFR Global's Global Fixed Income, Currency and Cash Manager. In this role, he oversees a team of advisors and managers with more than U.S. $25 million of assets managed across active, smart beta and passive strategies for fixed income, cash and currency portfolios.

Matt joined the company in 2010 and has more than 24 years of credit and investment experience. He is also a member of TFR Global's Executive Management Group and Investment Committee.

Prior to his current role, Matt was our Chief Risk Officer where he was responsible for all investment, credit, and operational risks across TFR Global's global investment platform. He also previously was the Head of Global Cash Management, where he oversaw the global investment activities of short duration and money investment strategies and has served in leadership roles in the firm's Cash and Fixed Income research efforts.

Matt has a BA in Philosophy from Saint Anselm College, graduated with an MBA from Bentley College and has earned the Chartered Financial Analyst designation.


Nick Astley Roberts

Senior Trader/Director

Nicholas Astley Roberts is our Senior Trader and Director of Global Asset Management, and member of the company's Investment Committee.

Nick is responsible for a range of activities across the compliance spectrum. Chief focus surrounds the growth, service and support of our global multi-asset retail business in London and Asia. Activities include the designing and constructing of investment product solutions aligned to group strategy, across global markets. This includes a broad suite of investment products, such as private equity, hedge-fund, foreign exchange and commodity markets, developing high-quality outcome-oriented, thematic and discretionary management lines.

Nick began his financial services career in 1998 on Barclays Capital Financial Management Program and has held roles in International Finance and Consumer Products. Nick has held several roles in fixed income, private equity and commodity markets, in addition to serving as regional Director of Alternative Investments with HSBC, Hong Kong.

Nick received a BA in Accounting and Finance and a BSc Honors degree from Middlesex University, London and currently serves on the Board of Directors of Anglia Ruskin University, Cambridge.


Wealth & Investment Managers


Wealth & Investment Consultants

Services We Provide

Our Clients

Our clients know they can depend on us.

We act as our clients’ personal investment guardians, and we make sure that their goals are met in a professional and trustworthy way, through the combination of comprehensive financial planning and active portfolio management.

Investment decisions are crucial to ever one of our clients and largely dependent upon research backed facts and analysis which we are always privileged to provide.

We work with more than a thousand clients and manage over $250 million in assets for clients around the world. TFR Global clients include corporate executives, young professionals, business owners, entrepreneurs, and individuals and families with substantial and complex assets.

We give our clients a defined, consistent approach to financial planning, strong commitment to a long-term relationship, as well as a clear and transparent process to execute your financial plan.

Our clients are fully aware that past performance is not an indication of future performance, the value of investments and the income derived from them may change, whether it fluctuates or improves, and they may not receive back the amount you originally invested.

Although TFR Global is headquartered in Hong Kong, with regional offices in United Kingdom, we work with clients all over the world. Thanks to modern technology, we’re able to make sure the experience of our out-of-the-area clients is as positive as that of our local clients.

To do that, we use simple and easy to operate technologies coupled with our highly secure online client vault to store and exchange sensitive financial documents and user-friendly trading platform software, so clients can examine their financial plans, and see how changes to different variables affects the outcome.

We also send our clients monthly reports and newsletters for client updates, briefings, and announcements. We work with clients around the world.

Investors, may it be big or small, need wealth management to map out and create a simple process to reach their most important objectives and create a plan to achieve them. Every client has a unique situation and personal goals that they are trying to achieve. Working with a wealth manager to create a personalized plan to meet your specific needs is invaluable.

The single biggest benefit to financial planning is getting the comprehensive advice from your wealth manager. You benefit by having a team to manage your investments, guide you regarding retirement planning, estate planning, and offer suggestions about your investment portfolio.

Your TFR Global advisor will always be there for you throughout life’s challenges, supporting you and helping you make the best financial decisions possible.

Recognizing market patterns forms the basis of a carefully constructed portfolio that effectively combines ways to manage money.

RETAIL, CORPORATE, INSTITUTIONAL CLIENT BASE

At TFR Global we pride ourselves on the diverse range of clients that we are privileged to represent. All of whom are as diverse as the opportunities that we present them.

Our company ethos believes that an investor is an ‘investor’, and despite them all having their own specific goals and targets they are still, nonetheless, investors.

Whether you are a private individual investing for yourself, a corporation investing your business’ monies, or an institution investing your clients’ funds we are here to assist your investment planning.

We invest our resources to ensure we have a team in place to assist each and every level of client with their individual investment levels. From the analysts, to our advisors and managers and our accounts’ teams. All are specifically designated to serve a particular client account status which ensures they remain focused to their specific client base, and the specific demands of that client base.

We understand that a retail client will always require a different level of advice management and service than a corporate account client, and in turn an institutional client will require another level which is why we tailor our teams to match our entire client base.

Our teams like to build personal relationships with the clients they take care of, and it is this attention to detail that breeds our clients’ confidences. Also, by knowing what makes each and every one of our clients’ ‘tick’ allows us to best serve your personal investment goals.

For full details and advice on how we can best represent you and your personal investment goals please contact us today and ask to speak with one of our accounts’ managers.

Mission Statement

At TFR Global we strive to provide our clients with the advice, service and financial solutions that they seek in creating the successful and secure life that they all deserve.

Providing you clear, objective, and unbiased advice

We pride ourselves on being your trusted advisor who brings our expertise and access to a range of opportunities that will fit your financial - and your life’s - goals.

In short, the TFR Global’s mission is dedicated to providing you clear, objective, and unbiased advice to help you review and set your life’s goals, review your existing financial plans and establish new ones, where appropriate.

Equally as important, we work with you to put those plans in place by finding the right solutions - appropriate products and services - that can help you fulfill your plans and achieve the goals you've set.

We do this by listening carefully, and then implementing a process that allows you to achieve these goals, whatever they may be.

We invite you to experience the truly unique approach that TFR Global has developed and welcome you to test us on this.

For full details and advice on how we can best represent you and your personal investment goals please contact us today and ask to speak with one of our advisors.

Careers in Investment Management with TFR Global

Being in a trust-based relationship-driven business, we place a heavy skills expectation on the people we employ.

We want to make sure that our members always strive to do the right thing to be worthy of our clients', partners' and one another's trust.
We act with integrity, honesty and fairness and we value diversity.

We make sure that each of our team takes accountability and full responsibility for the company's actions and decisions, and those of our clients too. We deal with issues honestly and professionally to tackle hard decisions head on Our clients, advisers and partners are always at the heart of everything we do. To do that we support our people to be the best they can be in every endeavor.

We treat our clients, advisers, partners and each other with respect. We have an open-door policy so that our members do not hesitate to ask for help in overcoming a heavy task and we offer support to one another.We pay competitive salaries and provide a comprehensive employee benefits package. There’s also some flexibility to buy additional benefits to suit your personal situation.

TFR Global offers our team the ability to offer clients a perfect marriage of both financial planning and investment management.

If you are interested in becoming part of our team please reach out to us via [email protected] with your most recent and up-to-date CV.

Please see below a list of our current vacancies.

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