Senior Investment & Risk Executive
CPA · CFA · CAIA · CFA ESG
Zürich, Switzerland
Professional Summary
Senior investment and risk executive with 20+ years of experience across traditional and alternative assets, due diligence, operations, risk management, finance and governance. Proven track record in building and leading global teams, overseeing multi-asset platforms and managing regulated investment structures (FINMA, SEC, PRA and BMA) — applying rigorous risk discipline with an entrepreneurial mindset, from building teams and processes from scratch to scaling a regulated asset manager to USD 1.2bn AuM.
Professional Experience
Chief Executive Officer
2020–2026
Asset Management of Insurance-linked Securities (ILS)
Founding member of the management team, initially as CFO, COO and CRO of a FINMA-regulated asset manager. Ultimately nominated as CEO, responsible for managing an affiliated but independent asset manager and representing it on the board of its products. Assets peaked at USD 1.2bn from 20+ investors globally.
Head of Investment Manager Oversight
2010–2020
Manager Selection & Oversight
Oversight of Swiss Re's external asset manager platform including assets in excess of USD 50bn across 20+ relationships and 40+ strategies — private equity, private debt, infrastructure, hedge funds and real estate. Part of the core project team introducing UN PRI to Swiss Re Group.
Head of Operational Due Diligence / Deputy CRO
2004–2009
Manager Selection and Operational Due Diligence
Built the operational due diligence team (7 analysts across Pfäffikon and New York) from scratch, overseeing 300+ hedge funds globally with more than USD 30bn AuM. Executive member of the Risk Committee to assess hedge fund investment and business risk profiles for approval and redemption decisions.
Senior Audit Manager
1999–2004
Financial Services Audit
Lead Financial Audit Manager for Credit Suisse First Boston Switzerland and Lead Global Regulatory Audit Manager for CS First Boston globally. Conducted annual in-depth regulatory audits on behalf of FINMA covering Collateral Management and Governance across Zürich, London and New York.
Research Assistant / High School Teacher
1997–1999
Institute for Business Administration
Research at the Institute for Strategy and Organisation under Prof. Dr. Margit Osterloh, applying post-structuralist frameworks to business strategy and organisational theory. Additional engagement as high school teacher for Economics and Law.
Qualifications
| M.Sc. Business Administration | University of Zürich | 1996 |
| Certified Public Accountant (CPA) | Swiss Chamber of Commerce | 2003 |
| Certified Financial Analyst (CFA) | CFA Institute | 2007 |
| CAIA | CAIA Institute | 2008 |
| CFA ESG Certificate | CFA Institute | 2022 |
