Zurich, Zurich, Switzerland
As an energetic and visionary leader, I have spent over 20 years helping to build, grow and optimise business units, brands and product segments in financial services/Fintech with a focus on investment products. My core competency is creating engaging communication and narratives that inspire, inform, engage, stimulate, and persuade. I enjoy developing engaging analogies, case studies and examples to explain complex topics clearly and communicate compelling customer benefits. In the past, I have led a global content team at Vontobel AM, built and led a department of 15 at Invesco, an asset manager and ETF provider with > USD 1.8 trillion AuM and many industry-leading investment products. Before, I built a fund research software and its 1000+ client base at Standard & Poor`s, and marketed other online tools and data products for the same target audience. In addition, I have built and led a team providing competitive and market Intelligence to inform the strategy, the corporate leadership, as well as corporate and product positioning. As a result, I helped to grow revenues and assets under management of the international UCITS fund range at Invesco by over 600% in 10 years, plus some industry-leading private markets capabilities. Overall, I had leadership responsibilities and successes in the following areas: * Communications, product marketing and content strategy * Developing and executing marketing strategies, campaigns and plans across regions * Competitive and market research as the basis for strategies, brand and product positioning * Optimization of investment communications for digital channels and traditional media * Presentations to clients * Product management and strategy * Technology, digitalization and automation projects
I manage marketing and communications at the 1741 Group and for related Swiss investment foundations and subsidiaries. A primary area of focus is co-creating fundraising presentations on investment solutions in private markets with a thematic focus, plus content for websites, advertisements, interviews, media releases, and support for selected events. Supported by a few agencies.
Take care of your business. I'll take care of effective communication for it. My focus: asset & wealth managers + start-ups. For your offers and products that need to be explained well. Without being boring. The communicative positioning of investment solutions. And other complex things. Gaining new leads and customers on digital channels. Turning the website into an experience through which the offer is understood. Producing videos that people watch to the end. And I'm also happy to take care of all the marketing, in a wholistic fashion to get your key messages out to your clients. I look forward to an exchange! [email protected]
My mission was to present Vontobel's investment solutions and related investment topics to clients worldwide in an appealing way. One focus was on communicating complex content in an entertaining way through creative writing. I was supported by a very experienced and competent team. My responsibilities were very diverse: developing ideas with portfolio managers and product specialists, sometimes conducting my own research on a topic, and jointly drafting proposals. This included translations into five languages, coordinating layout and compliance, and writing teaser texts for emails and social media to distribute the content. I also worked closely with experts and managers in investment boutiques and regional sales teams in an interface role. In recognition of these achievements, Vontobel AM received a Citywire Award in 2022 for best investment communication and reporting, based on a survey of 600 professional investors.
A radical change. Starting with the customer, no longer with the product. And even more on digital channels. That was our goal. To achieve this, we had to rethink communication. What problems does a particular customer group face? What are the potential solutions? How can we support them as a partner, not as a provider of a product kit? Which communication channels do we use to send which messages? Many parties had to be brought on board and involved. Overarching working groups and decision-making bodies had to be formed and utilized. The result was websites that were structured even more according to customer segments. Videos in which customers were addressed directly and advised on how investment solutions could help them with specific problems. Communication plans and calendars, and regular coordination across departments.
When I started at Invesco, I had an unusual mix of expertise. I was lucky that I was given responsibility for all related areas at Invesco, and could build a department around them: * I realized that I could win more customers and better achieve my sales targets at S&P through content for mass communication, compared to individual client meetings. That`s why I gradually transformed from a business developer to a product marketer. * Following my 5 years at the leading provider of fund analysis tools/fund selection, fund data, ratings, etc., I was an expert in these areas, featuring as a speaker at large events. * After years of working closely with fund selectors, financial and investment advisors and fund of fund managers as my clients, I knew their perspective, working methods and challenges. Hence, I was in a solid position to put myself into their shoes and articulate the value proposition for asset management products. On this basis, I was able to build up a European department of 3 teams and 15 specialists, which was rather unusual in its composition. 1. Product marketing, including external client communication and involvement in campaigns 2. A team of investment experts who, together with me, covered both market and competitive analysis for product marketing and sales strategy and presented investment solutions to German-speaking clients as product specialists 3. A team for managing and advancing product data, reporting and the automation of processes In this role, in a European interface function, I was lucky to be part of a fantastic growth story for more than 10 years that led to various market-leading investment products in EMEA across asset classes.
Responsible for competitive and market intelligence as the basis for product positioning, best-in-class content and collateral, business strategy, marketing and product strategy. Thus, I was also a main contributor to many product and marketing committees. Plus, responsible for product communication and reporting. Achievement: Employee awards for ‚Process Excellence'
As Product Manager, I developed a fund research tool for professional clients in Germany and Austria. Subsequently in Sales, I built up the distribution and client base for it in central Europe. I presented at client roadshows, fairs and events with over 3000 participants. And participated in TV and print media interviews as an ambassador for S&P's fund business. Achievements: * A revenue increase of 300% within three years. * Employee awards for ‚Product Innovation’ and ‚Business Results’