Experience

• 

  Barclays investment bank

  Aug 2003 - Aug 2006

  Director - investment bank, institutional client coverage & derivatives sales

  Function: Macro & Fixed Income RV sales-trader for major global Hedge FundsSenior relationship manager & client advisor, covering global Macro Hedge Fund & Fixed Income Relative Value managers (CIO & senior Portfolio Manager relationships), successfully increased franchise value & improved the sales revenues’ quality across rates, volatility & traded inflation, led firm’s first, outsized complex swaption portfolio unwind for a Hedge Fund client, global account manager for a major Macro Hedge Fund account, improved client’s coverage across regions & added new revenue sources, compiled for senior sales management a long form & 'wallet' analyses of German UCITS regulation & strategy for Fixed Income & Inflation Linked derivatives coverage. Show less

• 

  Ubs

  Aug 2006 - Oct 2009

  Executive director - investment bank, institutional client coverage & derivatives sales

  Function: Macro & Fixed Income Relative Value sales-trader for major global Hedge Funds & team manager and global product specialist & product manager for inflation linked securities & derivativesSenior relationship manager & client advisor, covering global Macro Hedge Fund & Fixed Income Relative Value managers (CIO & senior Portfolio Manager relationships), successfully increased franchise value & improved the quality of sales revenues across rates, volatility & traded inflation, led distressed Hedge Fund counterparty closeouts in ‘08, avoiding any losses to the bank and worked on measurement & management of counterparty risk jointly with Market Risk Management post the GFC; extended the firm’s Inflation Linked products franchise from only Fixed Income accounts to include new Equity Hedge Fund clients, joined a newly established senior cross asset sales coverage effort as the rates & traded inflation expert during the GFC. Show less

• 

  Deutsche bank

  Oct 2009 - Nov 2013

  Function: Head of multi-asset Asset Liability Management (ALM), cross asset risk overlays and illiquid & alternative asset coverage (Private Equity, Private Debt, Real Estate, Managed Hedge Fund Accounts & investments) for Swiss Pension Funds Senior Relationship Manager & Client Advisor, joined the newly established Global Client Coverage group, serving Swiss Pension Funds at the CIO, Head of ALM and CRO levels. A recognised subject matter expert in Swiss occupational pension provision (BVG/LPP) with a thorough understanding of the Swiss pension marketKey Focus Areas & Achievements✔ Innovative Investment Opportunities - Introduced factor investing, hedge fund managed accounts and private markets opportunities to enhance client portfolios✔ Cross-Asset Prime Brokerage Advisory – Led the investment bank’s first prime brokerage engagements✔ Strategic FX Advisory – Introduced "FX as an asset class" to a major Swiss institutional client, supporting their relative value trading and treasury benchmarking effortsA trusted advisor delivering comprehensive investment strategies, optimised asset-liability management, and innovative solutions to meet the evolving needs of Swiss pension providers. Show less Function: Head of multi-asset Asset Liability Management (ALM) for Swiss Pension Funds & Swiss Insurance Companies Senior Relationship Manager & Client Advisor, covered Swiss Pension Funds & Insurance Companies (CIO, Head of ALM, and CRO relationships). Recognised subject matter expert in Swiss occupational pension provision (BVG/LPP), Solvency II and Swiss Solvency Test (SST), with comprehensive knowledge of the Swiss pension & insurance market. Invited by the Swiss Actuary Association to a working group on valuations & risks of illiquid assets—findings were shared with FINMA.Key Focus Areas & Achievements✔ Risk Transfer & Private Debt Advisory - Managed transferring bank balance sheet risks and private debt investments to institutional clients within their ALM strategy and accounting frameworks✔ Introduction of Innovative Investments – Brought factor investing, longer-dated equity volatility strategies, hedging solutions, and private markets to regulated Swiss clients✔ Multi-Asset Solutions – Introduced the firm’s Chief Investment Advisor’s multi-asset relative value and risk management framework to insurance companies and pension funds✔ Top-Rated Advisor – Recognised by a new Swiss Wealth Management CIO office, boosting the firm’s broker rank from 5th to 2nd.A trusted advisor recognized for in-depth market expertise, innovative investment strategies and effective risk management solutions in the Swiss pension and insurance landscape Show less

  • Director - Asset & Wealth Management, institutional client coverage

    Sept 2012 - Nov 2013

  • Director - Investment Bank, institutional client coverage & derivatives structuring

    Oct 2009 - Sept 2012
• 

  Bnp paribas in switzerland

  Nov 2013 - Jul 2015

  Executive officer - investment bank, institutional client coverage

  Function: Head FI rates flow institutional client coverage for Switzerland & senior investment advisor to key global Macro Hedge Fund & Fixed Income Relative Value Hedge Fund counterpartiesSeasoned professional delivering investment and risk management solutions to Swiss Pension Funds, Insurance Companies and Hedge Funds, with a focus on global macro and fixed income strategies. Adept at structuring customised asset allocations solutions, executing high-impact trades and optimising client coverage models to enhance efficiency, collaboration & revenues.Core Expertise✔ Institutional Client Advisory – Managing C-suite and senior investor relationships✔ Investment & Risk Strategies – Developing bespoke solutions to align with clients’ strategic objectives, regulatory constraints and accounting rules✔ Trading & Execution – Spearheading tactical and strategic trades, expanding the firm’s footprint in inflation-linked securities & interest rate derivatives✔ Coverage Model Optimisation – Refining flow rates client coverage, closely coordinating with and aligning trading desks, research and rates sales management✔ Leadership & Governance – Member of Swiss Management & European Rates Sales Heads & Business Governance Committee✔ Business Development – Introducing new institutional clients and increasing trading volume.Key Contributions• Redesigned & improved the Flow Rates Coverage Model and enhancing service to clients• Expanded Hedge Fund Trading, driving growth in inflation-linked instruments and derivatives• Introduced new Institutional Clients, significantly increasing the firm’s market reach• Executed high-value Asset Allocation Trades• Delivered robust risk management and tailored investment solutionsA results-driven leader with a proven track record of client relationship management, collaborative strategy execution and business growth. Show less

• 

  Ubs

  Jul 2015 - Jun 2022

  Function: Head Investment Performance Analysis, Investments - In-scope: the firm’s traditional & alternative assets offeringInvestment professional with deep expertise in quantitative and qualitative investment performance analysis, benchmarking, product lifecycle & product shelf management, ESG integration and regulatory risk assessment. Proven ability to drive data-driven insights, streamline performance analytics and shape strategic decisions at the senior management and board levelsCore Expertise✔ Investment Performance Analytics – In-depth benchmark-, peer- and regime-relative active performance evaluation and risk budget utilisation✔ Product & Industry Analysis – Competitor intelligence, asset & sub-asset class deep dives, capabilities assessments and investment industry trends✔ Regulatory & Commercial Risk – Expertise in activeness, value-for-money assessments, ESG screening/sustainable investing and related regulatory frameworks✔ Investment Performance MIS & KPIs – Managing portfolio managers’ performance KPIs and leading internal & external investment performance reporting✔ Strategic Leadership & Governance – Representing Investments at fund board meetings and senior internal committees (Executive, Product & Client Coverage Management Committee)✔ Stakeholder Collaboration & Communication – Partnering with Head of Investments, CFO, senior portfolio managers and Management to lead active performance reviews and define external communication on investment performance.Key Contributions• Redefined investment performance reviews for strategic positioning• Led data centralisation & analytics simplifications for investment performance reporting & analysis• Assessed regime dependencies of active performance• Evaluated risks of actively managed products being replicated with passive strategies• Contributed to investment product innovation and lifecycle management• Provided strategic insights into macro trends & net new money drivers Show less Function: Head Investment Performance Analysis, UBS Asset Management, Product Management, reviewing the firm’s traditional & alternative assets offeringAs above, leading investment performance monitoring, driving strategic product assessments and aligning investment strategies with commercial objective. Member of UBS Asset Management’s Product Management Committee & Product Innovation Board, reporting to the Global Head of Products.A trusted subject matter expert in asset management regulations, investment markets, and product innovation, providing high-impact insights that shape investment decision-making and long-term strategic growth. Show less

  • Managing Director - Asset Management, Investments Management, quant. analysis & investing

    May 2020 - Jun 2022

  • Managing Director - Asset Management, Product Management, quant. analysis & product shelf management

    Jul 2015 - May 2020
• 

  Ubs

  Sept 2022 - Jun 2025

  Managing director - wealth management, global family & institutional wealth, client advisory

  Function: Senior Banker – UHNW, Entrepreneurs, Family Offices, and Endowments across their core operating businesses, and their liquid & illiquid, public & private market's asset allocation.✔ Comprehensive Advisory & Risk ManagementAdvising on portfolio construction and risk management across public/private, liquid/illiquid asset classes, with an understanding of sustainable finance✔ Innovative Investment Solutions Spearheading new offerings aligned with evolving market trends, leveraging both quantitative and discretionary approaches to help clients navigate complex financial environments✔ Client Experience & Business GrowthLeading strategic initiatives to enhance the overall client journey, driving business expansion and client satisfaction through tailored solutions✔ Cross-Divisional Problem-SolvingCollaborating with Global Markets, Global Banking, Structured Lending, Wealth Planning, Alternatives, Direct Investments, and Asset Servicing teams to address sophisticated client needs seamlessly Show less