Personen und Beziehungen – Die Faszination unserer Tätigkeit
Wir leben transparente Kommunikation, verpflichten uns höchster Geschäftsethik und -Integrität. Schnelle und qualitativ hochstehende Projektumsetzung hat für uns erste Priorität. Darüber hinaus verfügen wir über langjähriges und dediziertes Asset Management Know-How.
Last but not least fasziniert und inspiriert uns der tägliche Dialog mit Vertretern der Asset Management Branche und deren Persönlichkeiten.
Managing Partner, Frankfurt
Stephan has more than 17 years of experience in the financial industry. Most recently, Stephan worked as Head of Sales Germany & Austria for Morningstar. Before that he worked for Fidelity and WestLB, as a Sales Director and as Head of Business Development.
Stephan holds an MBA from the Saarland University. He is a Certified International Investment Analyst (CIIA).
Stephan is married, has three children, lives and works in Frankfurt am Main.
Christian has more than 10 years of practical experience in the field of Asset Management. During his time in the business he was active as, amongst other things, the Head of Business Development Institutional Clients at Credit Suisse. In addition, he built up M&G Investments’ Institutional Business affiliate in Switzerland. Afterwards, Christian worked as a Partner at an Executive Search firm and assumed responsibility for its Asset Management practice. Christian is a Co-Founder of Urban Gurus, a C-Level and Senior Executive Network. Its main focus is the significance of each individual’s personal identification and questions of meaning.
Christian holds a BBA with a specialization in Marketing from the University of Applied Sciences in Zurich (HWZ). He is a Chartered Alternative Investment Analyst (CAIA).
His profound interest in the interpersonal dynamics of corporate environments led him to earn a Master’s Degree in Coaching and Consulting for Change at INSEAD. He wrote his Master’s Thesis on Sales Dynamics and Effectiveness in Asset Management Distribution.