mandates
In the course of 2023, I was able to build up a diversified portfolio of different, partly international mandates from the financial sector and am therefore now operating as a multi-supervisory board member and senior advisor.
The focus is on the segments of asset and wealth management, private equity and venture capital.
SG Value Partners AG, Zurich
The small, fine asset management boutique from Zurich with a pure focus on the equity asset class ( equity deep value) was my first board mandate, which I was able to accept while I was still in operation on October 1, 2022 with the approval of the supervisory board of HQ Holding. Due to Credit Suisse's strategy of reducing investments in order to reduce complexity, the chairman of the board of directors who had previously held a 40% stake in CS had to be replaced. My old ties to Credit Suisse and to the people in operational management positions at SG Value Partners, as well as the subject area itself, ultimately convinced me to take on the corresponding responsibility here and to develop the boutique accordingly together with the founders and main shareholders. The unique investment approach with an excellent track record of over 20 years in the selection of value stocks in Japan and "Global" should mean that the potential is appropriate.
Genesis Investment Partners AG, Zurich
The small, fine wealth management boutique from Zurich completes my work in Switzerland. A close business friend from our old Credit Suisse days suggested this mandate to me, which is tailor-made for me in terms of the very professional conceptual investment approach. Classic multi-asset & wealth management garnished with innovative ideas and a strong individual customer focus corresponds exactly to my DNA and is also very similar to the philosophy of the Harald Quandt family's HQ Trust GmbH. On April 1, 2023, I officially joined the Board of Directors and support the founders and managing directors, especially in the further development of the company and the investment process.
HQ Trust GmbH, Bad Homburg
Since 2007, I have been in close contact with the Harald Quandt family, who at the time had to fill a role as managing director of HQ Trust. Despite excellent discussions, we did not come to an agreement in the end, but we maintained the very constructive thread of conversation and built up a trusting relationship over the years. In the course of a generational change at advisory board level, I was then appointed to the advisory board as one of two external confidants in 2017. During this time, I was able to "build" the Harald Quandt Holding together with the five family branches, the supervisory board and an external consultant. Due to my decision not to renew my contract with Deka, I then became CEO of the newly founded holding company myself from summer 2020 at the request of the shareholders and the supervisory board. However, due to the generational change in 2021 and the increasing macroeconomic and, above all, geopolitical risks, the company's direction was changed and various growth areas were curtailed. Risk focus was the top priority, which is why the holding company then became more of a unit for investment controlling. I then handed over the management to my managing director colleague and temporarily joined the holding company's supervisory board. Since 2024, I have been acting as a senior advisor for the largest and exclusively family-owned subsidiary, HQ Trust (with the aim of setting up an advisory board, among other things), which is by far the closest to my personal skill set and allows me to continue to serve the family.
Andera Partners, Paris
I came into contact with the French PE and venture company Andera Partners (management buyout of Edmond de Rothschild in 2016) through my work at HQ Holding when it came to converting HQ's own subsidiary HQ Equita into a partnership. Almost at the same time, I was approached by a well-known HR consultant. The company's orientation (diversification across almost all alternative asset classes with the exception of real estate), the people involved, its goals and its history impressed me from the start. With my decision to step down from operational responsibility at HQ, the conflict of interest was obsolete and I was able to officially start my work as Senior Advisor for the DACH region on April 1, 2023. My mandate includes strategic development, acting as a brand ambassador and support in fundraising and deal sourcing.
Ventura Capital, London
I have been friends for many years with the founder and CEO of the international venture investment company Ventura. The company's successful development path and the company's exceptionally prominent Advisory Board combined with an excellent network strengthened my decision to round off my mandate portfolio with this mandate.
FineVest Fund AG, Liechtenstein
The new Liechtenstein umbrella company FineVestFund AG serves the purpose of democratizing the venture concepts that have been successfully placed over many years through the Schumpeter Venture Funds and thus making them suitable for retail. I liked the idea of making the exciting but still very underdeveloped "venture" asset class accessible to a broader group by lowering the entry barriers. I started my role as designated board member on April 1, 2023. Due to regulatory considerations , I decided to continue the mandate as senior advisor on January 1, 2025.