Zürich Metropolitan Area
Executive Leader with more than 25 years of experience in investment management, financial leadership, strategic and operational transformation, risk monitoring, M&A execution and governance at executive / board level. Successful in executing and delivering complex multi-stakeholder initiatives, scaling global platforms, strengthening regulatory frameworks and driving measurable financial and operational excellence with sustainable impact. Target roles: COO · CFO · CRO · Board Director · Governance/Risk/Investment Committees
Interim CxO-roles and consultancy
Finance & Investments Financial Structuring Strategic Services Interim Services Operations Risk Management
Investment vehicle to finance foreign real estate-structures Achievement: Successful setup and organisation of a solid run-the-business structure for investments into Austrian Real Estate market
COO & CFO / Member of the Management Committee Achievements: 1) Annual savings > CHF 1 million: Develop and implement a collateral management structure to manage the fund's foreign exchange risks using government bonds instead of cash 2) Annual savings > CHF 1 million: Development and implementation of a tax-efficient real estate investment structure for non-Swiss investments 3) Development and implementation of a digitalization strategy to improve UX, efficiency and operational risks 4) Numerous projects (reintegration of the Fund Execution Desk, restructuring of payment process for foreign beneficiaries, automation investment management reports) leading to annual savings of several 100k
Provided fiduciary oversight, governance leadership and strategic challenge to all UBS-SICAV structures domiciled in Luxembourg. Ensured investment oversight quality, regulatory alignment and risk transparency across the entire asset range. Strengthened decision-making discipline and governance maturity of the fund platform. Achievements: • Enhanced governance and oversight frameworks across 16 SICAV entities. • Strengthened investment and risk reporting for Board-level decisions. • Improved cross-border governance alignment (CH–Lux).
Modules on Portfolio Theory and Investment Fund Basics as part of the CAS Fund Business Expert-Course
Development and Management of traditional investment fund products domiciled in Cayman Islands and Liechtenstein. Product range encompasses plain-vanilla products as well as multimanager funds on a segregated account basis. Achievements: 1) Transformation of > CHF 3bn multi-manager CAY-Funds to LIE-domiciled UCITS (being the first of its kind in the country) 2) Setup and implementation of the first LIE-based Bond Fund investing into TIPS