New · 2025 Prospectuses Available
— Five strategies, up to 112% annual return ·
Capital Preserver · Balanced Growth · Real Estate Trust · Private Wealth Index · Aggressive Equity
View 2025 Prospectuses →
Company
The People Who Manage
Every Position.
Halofinity's leadership team combines institutional investment management, global compliance expertise, and fintech infrastructure engineering. Every portfolio decision, audit result, and platform capability traces back to this group.
8
Leadership Team
87yr
Combined Experience
6
Core Disciplines
2022
Core Team Since
Founder
Chief Executive
Founder & Chief Executive
Dr. Marcus Edelen
Founder & Chief Executive Officer — Halofinity (est. June 2022)
Marcus founded Halofinity in June 2022 with a clear mandate: build an investment platform with the same yield infrastructure accessible to institutional capital managers, and make it available to private investors globally from a minimum of $500.
Prior to Halofinity, Marcus spent 16 years in institutional portfolio management across Lagos, London, and Dubai — managing multi-asset strategies for family offices and sovereign wealth adjacent funds. He holds a doctorate in Financial Economics from the University of Lagos and an MSc in Investment Management from Cass Business School, London. He chairs the Halofinity Investment Committee and is the named signatory on every quarterly independent audit submission.
Under his leadership, the platform has delivered yield to every active investor position since launch, expanded to 50+ countries, and produced its all-time record year in 2025 when the Aggressive Equity strategy delivered 112% APY on annual lock positions.
PhD Financial Economics – UniLag
MSc Investment Mgmt – Cass
CFA Charterholder
Multi-Asset PM
16 Years Institutional
Senior Leadership
Executive & Department Heads
Every leader in this team joined with a specific institutional mandate. Each role is a function — not a title.
Executive · Since 2022
Ian Hudson
Chief Operating Officer
Ian oversees the day-to-day operational infrastructure of Halofinity — from investor onboarding and KYC workflows to position settlement and monthly yield crediting. He joined as a co-founder in June 2022 having spent 11 years in operations management at a Tier-1 investment bank in London. His process-first philosophy is directly responsible for the platform's 100% on-time yield delivery record since launch.
MBA – LBS
CFA Level III
Operations Management
Finance · Since 2022
Lillian Stella
Chief Financial Officer
Lillian manages Halofinity's capital accounts, investor segregated custody structure, and quarterly financial audit coordination. Formerly a senior auditor at a Big Four firm specialising in alternative investment fund structures, she designed the segregated account framework that guarantees no investor capital is co-mingled with operational funds. Every published audit passes through her office before release.
ACA
ACCA
Fund Accounting
Alt Investments
Investment · Since 2022
Adrian Osei
Chief Investment Officer
Adrian leads portfolio construction and manages the allocation methodology across all five strategies. He has 14 years of experience in multi-asset portfolio management across African, European, and Middle Eastern markets. He chairs the bi-weekly Investment Committee and is responsible for ensuring delivered APY stays within the range published in each strategy's prospectus. The 112% delivered by Aggressive Equity in 2025 represents his committee's most significant result to date.
MSc Finance – Imperial
CFA
Multi-Asset PM
MENA Markets
Technology · Since 2022
Damian Reeves
Head of Technology & Infrastructure
Damian built and continues to own the Halofinity platform infrastructure — the investor dashboard, real-time hourly yield accrual engine, deposit processing integrations, and audit reporting pipeline. He joined from a fintech background with experience in building payment rails for markets across Africa and Europe. The platform's 24/7 availability and sub-second balance update capability are direct products of his team's architecture decisions.
BSc Computer Science
AWS Solutions Architect
Fintech Infrastructure
Compliance · Since 2022
Sophia Nkrumah
Chief Compliance Officer
Sophia heads the regulatory compliance and AML/KYC function across all 50+ active jurisdictions. She built out Halofinity's global compliance architecture from scratch in 2022 — including the country-by-country KYC documentation matrix and the investor dispute resolution pathway documented in every prospectus. She holds dual qualifications in financial regulation from the UK and Nigeria and maintains Halofinity's relationships with regulatory bodies across all operating regions.
LLM – UCL
ICA – CAMS
AML
Global Regulatory
Risk · Since 2023
Jonah Ferris
Head of Risk Management
Jonah runs Halofinity's enterprise risk function — monitoring portfolio-level exposure limits, stress-testing each strategy against adverse market scenarios, and maintaining the early unlock liquidity buffer that allows investors to exit fixed positions when approved. He reports directly to the Investment Committee and produces the risk section of every quarterly prospectus update. Former Head of Market Risk at a regional investment bank with 12 years in quantitative risk modelling.
MSc Financial Risk – LSE
FRM
Quantitative Modelling
Investor Relations · Since 2023
Priya Varghese
Head of Investor Relations
Priya manages Halofinity's institutional investor relationships, handles large-position onboarding, and leads the investor communication calendar — including the quarterly audit publication cycle and the monthly performance update to active investors. She has a background in private wealth management and previously served as a client relations director at a Dubai-based family office where she managed relationships representing over $400M in assets under management.
MBA – INSEAD
Private Wealth
Institutional Relations
Governance
How Decisions Are Made
Every significant decision at Halofinity — from strategy APY adjustments to fee changes — passes through a defined governance structure before reaching investors.
Investment Committee
Chaired by the CEO and attended by the CIO, CFO, and Head of Risk. Meets bi-weekly to review strategy performance against prospectus APY ranges and authorise reallocation decisions. All meeting outcomes are documented and available to auditors.
Compliance Review Board
The CCO chairs a quarterly compliance review attended by external legal counsel. Reviews AML/KYC policy effectiveness, regulatory change management, and investor complaint resolution. Findings inform the compliance section of every prospectus update.
Independent Audit Cycle
Quarterly independent audits are commissioned outside the leadership team chain of command. The CFO provides the required financial records; the audit firm operates independently and its findings are published in full — including any variance between target and delivered APY.
Investor Change Notification
Any change to platform terms — APY range, fee structure, lock mechanics, or compliance obligations — requires a 30-day advance notice issued to all active investors before taking effect. This is a non-negotiable platform obligation enforced at board level.
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