Our expertise -
Private wealth management

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

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

Long experience in the financial industry in Luxemburg
Senior Client Relationship Manager for Benelux and French clients in a major French Private Bank in Luxembourg
Head of a Client Department in a French bank
Very good knowledge and experience in handling large family-owned assets
Family Office Services

25 years of experience in the financial industry of which 20 years of experience in private wealth management and individual asset management
working as Client Relationship Manager and Asset Manager in Luxemburg at a renowned german bank and at a large german regional bank
Education in financial planning (European Business School) and well knowledge in estate planning/succession