
Timeline
About me
Relationship Manager, Director, Intermediaries Europe at Bank Julius Baer & Co. Ltd
Education

Cfa uk
-Level 4 certificate in investment management
Step
-Advanced certificate in trust creation: law and practice
Step uk
2018 -Step accreditation
Step uk
2018 -Step accreditation affiliate
Städt. kaufm. berufsschule iii, frankfurt
1983 - 1985Banking diploma banking
Chartered institute for securities & investment
-Level 4 diploma in investment advice (securities) chartered mcsi
Experience

Industrial bank of japan, frankfurt
Apr 1992 - Apr 1994Fx trader• Foreign Exchange Trader managing the banks USD/JPY book

Geldhandels gmbh, frankfurt
Apr 1994 - Dec 1996Money market broker• Developed and implemented software identifying arbitrage opportunities in domestic and international Foreign Exchange and Money Markets• Established and responsible for trading desk specialising in interest rate arbitrage• Responsible for relationship management of banking institutions in both Germany and abroad

Baden-wuerttembergische bank ag, guernsey branch
Apr 1997 - Jul 2005Head of money market trading and sales• Responsible for and developing marketing and investment strategies• Responsibility for Client Relationship Management• Leader of a treasury and trading department

Landesbank baden-württemberg, guernsey branch (former baden-württembergerische bank ag)
Jul 2005 - Apr 2007Head of money market trading and sales• Responsible for and developing marketing and investment strategies• Responsibility for Client Relationship Management• Leader of a treasury and trading department

Landesbank baden-württemberg, london branch
Apr 2007 - Apr 2010Senior short term fixed income trader• Propriety trader for short term fixed income products in all major currencies• Manager of money market, treasury positions and derivatives• Proposing and implementing new investment strategies to enhance the return of the department

Agamemnon investments
Apr 2010 - Nov 2010Partner• Propriety Futures trading company • Specialised in short term interest rate futures contracts• Development and implementation of algorithmic trading strategy

Deutsche bank international limited
Nov 2015 - Feb 2016Since I joined the Financial Intermediary Team in November 2010 I focused on proactively building long term relationships with existing clients as well as attracting new relationships. Within the CI FIM team I predominantly focused on Intermediary, Corporate, HNI and UNHI clients offering tailored private banking style solutions including• Banking• Custody• Lending & Credit• Treasury and • Investments
Client Advisor | Financial Intemediaries | Vice President
Nov 2010 - Feb 2016Director & Board Member
Nov 2015 - Jan 2016

Financial services company
Mar 2016 - Oct 2016Business development and relationship manager%20Limited.webp)
Standard chartered trust (guernsey) limited
Nov 2016 - May 2018Contractor at standard chartered trust guernseyStandard Chartered Trust (Guernsey) Limited was incorporated in Guernsey in 1991 and has had a physical presence on the island since 2001. It has a Full Fiduciary License granted by the Guernsey Financial Services Commission. There are 20 people in the office administering fiduciary structures for clients of the Private Bank located mostly in Asia, Africa and the Middle East. Banking services are not available out of the Guernsey office.

Estera
May 2018 - Oct 2019Trust managerEstera in Guernsey provides a range of corporate and trust services to high net worth individuals, private companies, funds and global corporations. These include, for example, services covering corporate administration, trust administration and formation, employee incentive services as well as pension plans and aircraft registration on the US N-Registry.In addition to our corporate and trust offering, our dedicated fund administration team has extensive experience in the closed-ended fund market, including property , private equity and listed funds investing in alternative assets including private equity, real estate, renewable energy, infrastructure, etc. This experience includes the set up and ongoing administration of related vehicles, using a variety of legal structures and jurisdictions.Our team works with clients to obtain the necessary regulatory Guernsey licenses giving the benefit of our extensive knowledge which includes guidance on set up, board composition, corporate governance and best industry practice.Estera in Guernsey also provides comprehensive listing services as a sponsor and listing agent for The International Stock Exchange (TISE).Why Guernsey?•Leading premier offshore financial centre•Significant financial and professional services expertise•Modern and stable legal and regulatory environment•Solid history of financial and political stability•High standards of international compliance and transparency•Over five decades of experience in dealing with a variety of asset classes•Robust corporate governance framework Show less

Taking a short break before the start of a new and exciting chapter in january 2020
Nov 2019 - Jan 2020Taking a short break before the start of a new and exciting chapter in january 2020
Julius baer
Jan 2020 - nowRelationship manager, director, intermediaries europeIntermediaries TeamJulius Baer has been a dedicated partner to External Asset Managers, Financial Advisors and Family Offices for over thirty-five years.Your Relationship Manager within the Intermediaries Team will provide you with access to services & solutions that support you in conducting and driving your business:Investment servicesAs an intermediary working with Julius Baer, you have your own dedicated relationship manager who provides access to the collective expertise of our investment specialists and our proprietary research. A broad spectrum of financial instruments on Julius Baer’s open product and service platform is available to you, offering an objective selection of the most competitive and contemporary products and services.Wealth planningWe provide advice on asset structuring, financial planning, succession planning, relocation, retirement and philanthropy, based on our open product and service platform.Financial market servicesWe facilitate trading in foreign exchange, precious metals and securities, and look after the handling, administration and safekeeping of these assets.Investment management solutions for financial advisorsWe offer financial advisors a comprehensive range of discretionary mandates, which enables you to act as an asset allocator and advise your clients on the offerings of different providers.FinancingA wide range of credit solutions from Lombard lending and mortgages right through to structured financing transactions are available.ResearchOur proprietary research provides you with analyses on economic developments, equities, bonds, currencies and commodities. This is complemented by Julius Baer’s Next Generation research, which focuses on structural trends.Technology offeringWe deliver technology solutions that help drive digitalisation, improve productivity and streamline business operations. Show less
Licenses & Certifications
- View certificate

Aci diploma
Association cambiste internationaleJul 2001 - View certificate

Aci certificate
Association cambiste internationaleNov 2000 .webp)
Chartered member - mcsi
Chartered institute for securities & investment (cisi)Apr 2015- View certificate
.webp)
Cisi level 4 diploma in investment advice (securities)
Chartered institute for securities & investment (cisi)Oct 2013 - View certificate

Investment employee – ie
Jersey financial services commissionOct 2012 .webp)
Member - mcsi
Chartered institute for securities & investment (cisi)Nov 2013- View certificate

Cfa uk level 4 certificate in investment management
Cfa ukJan 2012 - View certificate

Cf30
Financial conduct authorityAug 2008
Volunteer Experience
Helper to give the premises of the Guernsey Alzheimer’s Association (GAA) a facelift
Issued by Guernsey Alzheimer's Association on May 2013
Associated with Claus Trabold
Languages
- enEnglish
- geGerman
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