Our expertise - Fund management

30 years of experience in the financial industry
Master’s degree in macro economics
16 years Portfolio Manager, responsible for individual clients and fund based portfolios
Marketing and sales of structured products with a bank in Luxembourg
9 years in Private Banking managing the assets of High Net Worth Individuals

30 years of experience in the financial industry
Manager responsible for managing the assets of high and ultra-high net worth individuals and institutional clients at one of the largest regional banks in Luxembourg
Portfolio manager for high net worth individuals in a large cooperative central bank in Luxembourg
Private banking at a local cooperative bank in Germany
Extensive knowledge and experience in structuring and handling large family-owned assets
Very good knowledge and experience in the area of derivative financial instruments

Experience for more than 30 years in the financial sector; 25 years as a Private Wealth Manager
8 years as an Asset and Fund Manager with Luxembourg`s largest insurance company Foyer SA
More than 12 years working with renowned Private Banks in Luxembourg and Germany; 10 years as Head of Department
6 years as Head of Securities for Kölner Bank von 1867
20 years experience as a Fundmanger for Wealth Management Funds (Single Mix Funds)
Extensive knowledge in tax optimizing of portfolios

30 years of experience in the financial industry, including 25 years of experience in private wealth management
Previous positions and experience:
- Manager responsible for managing the assets of high and ultra-high net worth individuals and institutional clients
- Asset manager for high net worth individuals at a major bank
- Development of an autonomous and sustainable concept for analysing companies and picking stocks
- Extensive knowledge and experience in structuring of assets as well as in generation-skipping and cross-border transfer of assets
- very good knowledge and experience in corporate law and international foundations

over 15 years of experience in the financial industry
after starting out in portfolio management, 10 years as a Trader in proprietary trading at a large German bank, including positions i.a. in London he is now working in the fund / portfolio management department
former Lecturer in Finance & Banking
expert in interest rates and credit

29 years of experience in the financial industry of which 24 years worked as an asset manager with renowned banks and asset managers in Luxembourg
over 20 years experience in fund management
Comprehensive knowledge and experience in the individual structuring of assets and the tax implications of investment portfolios

16 years’ experience in the financial industry working for independent asset managers in Luxembourg
Assistant of fund managers and asset managers
Specialist in asset management and securities settlement
Extensive experience in the areas of research and controlling, customer service, marketing

14 years of professional experience in fund management gained while working for independent financial service providers in Luxembourg
Assistant of fund managers and asset managers
Extensive knowledge in areas of middle office, back office, marketing, trading