Claus Trabold

Claus trabold

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location of Claus TraboldSt Peter Port, Guernsey, Guernsey
Followers of Claus Trabold2000 followers
  • 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 - 1985
      Banking 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 1994
      Fx trader

      • Foreign Exchange Trader managing the banks USD/JPY book

    • Geldhandels gmbh, frankfurt

      Apr 1994 - Dec 1996
      Money 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 2005
      Head 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 2007
      Head 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 2010
      Senior 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 2010
      Partner

      • 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 2016

      Since 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 2016
      • Director & Board Member

        Nov 2015 - Jan 2016
    • Financial services company

      Mar 2016 - Oct 2016
      Business development and relationship manager
    • Standard chartered trust (guernsey) limited

      Nov 2016 - May 2018
      Contractor at standard chartered trust guernsey

      Standard 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 2019
      Trust manager

      Estera 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 2020
      Taking a short break before the start of a new and exciting chapter in january 2020
    • Julius baer

      Jan 2020 - now
      Relationship manager, director, intermediaries europe

      Intermediaries 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

    • Aci diploma

      Association cambiste internationale
      Jul 2001
      View certificate certificate
    • Aci certificate

      Association cambiste internationale
      Nov 2000
      View certificate certificate
    • Chartered member - mcsi

      Chartered institute for securities & investment (cisi)
      Apr 2015
    • Cisi level 4 diploma in investment advice (securities)

      Chartered institute for securities & investment (cisi)
      Oct 2013
      View certificate certificate
    • Investment employee – ie

      Jersey financial services commission
      Oct 2012
      View certificate certificate
    • Member - mcsi

      Chartered institute for securities & investment (cisi)
      Nov 2013
    • Cfa uk level 4 certificate in investment management

      Cfa uk
      Jan 2012
      View certificate certificate
    • Cf30

      Financial conduct authority
      Aug 2008
      View certificate certificate
  • 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
      Guernsey Alzheimer's AssociationAssociated with Claus Trabold