CV
+Experienced Investor providing over 25 years´knowledge of global investments with a foothold in Luxembourg, London and Zurich; has written numerous industry articles and set up videocasts for international audiences.
+Strong investment and distribution track (private clients, institutions) by raising and managing several listed funds: Emerging Markets, Infrastructure…
+As a former Managing Director and Chief Investment Officer, board experience of regulated (FCA, CSSF) and non-regulated investment structures since 2000.
+Expert know-how in PE/ Hedge funds and in latest Lux fund regulations; engaged in acquisition due diligence for UK investment trusts.
CV
Group Chief Investment Officer (CIO), Global Markets
- Set up a scalable Investment Management for the BIL group of companies (Denmark and Switzerland included) by hiring 13 investment professionals.
- Responsible for the centralised portfolio management and key in transferring know-how to over 170 client advisors in four countries.
- Promoted actively the know-how of BIL through media (40000 viewers) and public presentations with an initial focus on Luxembourg and Belgium.
- Raised the investment competencies by expanding the investable asset classes and implementing best practice processes.
- Was board member of BIL’s Private One (SIF), BIL Patrimonial (inhouse UCITs range), BIL Re-insurance, voted best Investment Manager in 2014
Member of Senior Management, Asset Management, Global Emerging Markets
- Put in place an investment process-asset allocation, stock picking for Emerging Markets, and built a team of 4 senior investment professionals.
- Supervised Emerging Markets assets worth USD 1bn, and managed USD 500m directly.
- Was part of the company’s investment company Absolute Return Track deciding over USD 19bn in pension fund assets.
- Promoted actively the Swisscanto brand among the network of the cantonal banks.
Director, Advisory and Consulting.
- Secured a major corporate finance deal of evaluating a Russian portfolio of private equity participations along various risk parameters.
- Developed an investment strategy in various key sectors for one of the largest privately held companies in Russia.
Founding Partner, Chief Investment Officer (CIO), Global Markets/Alternative Funds (hedge and private equity).
- Set up and developed the investment management process for global alternative funds based on VAR.
- Managed directly long/short equity funds, focused on merger arbitrage, distressed and relative value strategies; engineered development capital for small caps in Emerging Europe; outperformed the target index on a nominal (+18 percent) and risk adjusted basis (2.7 times) since inception.
- Launched (concept, marketing, capital raising) and invested a USD 65m closed-end fund sponsored by DB, listed on the London Stock Exchange, focusing on private equity deals in South East Europe.
- Was Board member of FPP Global Holdings (controlling entity of a UK FCA regulated asset manager) and a UK listed investment trust.
Senior Investment Manager, Emerging Europe.
- Determined the Emerging European investment strategy – over USD 500m invested for the Pictet Group worldwide.
Investment Manager, Emerging Europe.
- Visited and evaluated over 250 companies in more than 13 different Emerging European countries.
- Participated in direct investments and over-the-counter equity investments in Eastern European companies.
- Key member of a four-person investment team whose performance was consistently in the top quartile of its investment universe.
- Launched and successfully marketed two funds: a USD 56m Investment Trust listed on the London Stock Exchange and a USD 100m Unit Trust (Sicav) registered in Luxembourg.
Management Consultant to multinational companies.
- Redefined the brand strategy of a major Pan-European Consumer Electronics Company.
- Facilitated the change of the corporate structure from a product to a brand management organization.
- Developed and implemented the marketing strategy for a Russian-German gas joint venture.
- Created a standardized investment appraisal procedure to evaluate the profitability of new clients.
Industrial Marketing within the Graduate Marketing Program.
- One of only six European participants chosen for this program.
Education
Certified Director (ILA) – International Director´s (INSEAD) Programme in Corporate Governance.
Participant of the Investment Management Evening Program.
Master of Business Administration.
- Focus on Finance and Strategic Planning.
- Scholarship based on merit.
Master of Science in Electrical Engineering (telecommunications).
- Was invited to present my thesis at EUROCRYPT 1989, the primary European conference for cryptologists. Published by Springer-Verlag in 1989
Languages
Fluent: English, French, German and Luxembourgish.
Fair: Spanish.