Formerly with Morgan Stanley’s London Investment Banking Division and a leading Swiss family office, specializing in cross-border M\&A, Pre-IPO investments, and multi-asset portfolio management.

Key Profile:

• Led over €5 billion in cross-border M\&A and capital markets financing transactions
• Led over €5 billion in cross-border M\&A and capital markets financing transactions
• Extensive expertise in international fund structures including German Spezialfonds, Luxembourg RAIF, and Singapore VCC
• Skilled in combining structured financing tools with long-term equity investments to optimize capital costs and returns

Former Senior Compliance Officer at BaFin, deeply involved in the implementation of the EU AIFMD framework and approval of cross-border fund products.

Professional Background:

• Served in the legal department of a Luxembourg fund management company, responsible for structuring and registering SCSp, RAIF, and similar vehicles
• Led ESG compliance disclosures and sustainability certification for multiple green energy and infrastructure funds
• In-depth knowledge of the German KAGB, EU AIFMD, and CRS/AML multi-tiered regulatory systems
• Designed cross-border wealth structures for international family clients, integrating trusts, funds, and corporate law

Ph.D. in Quantitative Finance, previously with BlackRock’s European Multi-Asset Allocation team, specializing in factor investing, risk parity, and cross-market strategies.

Key Achievements:

• Developed a multi-factor risk-adjusted model adopted by pension and sovereign wealth funds
• Structured global portfolios for UHNW clients including ETFs, private equity, and structured derivatives
• Served as an advisor to the European Systemic Risk Board, researching interest rate and credit market transmission mechanisms
• Published multiple studies on asset allocation optimization in the Financial Analysts Journal

Former Head of UHNW Client Segment at UBS, with expertise in building client relationship management systems and multi-generational wealth succession strategies.

• Managed multiple family accounts each exceeding €200 million in net assets
• Initiated the NextGen investor education program to develop heirs’ investment and risk management skills
• Expert in applying trust-fund dual structures for cross-border succession planning with tax compliance solutions
• Holder of the international CFP designation and German Private Wealth Advisor certification

Former Technology Strategy Advisor at Coinbase Europe, with deep expertise in blockchain technology and digital asset trading.

Major Contributions:

• Designed and deployed multi-chain arbitrage and liquidity mining strategies across ecosystems including ETH, SOL, and Polygon
• Led the development of an on-chain risk control engine integrating KYT and AML full-chain monitoring
• Built asset clearing and custody systems for a regulated European digital exchange
• Built asset clearing and custody systems for a regulated European digital exchange

BVG’s middle and back office is comprised of financial engineers, compliance consultants, tax planners, fund operations managers, and product design specialists. They provide end-to-end support — from structure design and fund registration to investment execution and risk/compliance audits.

We uphold the principle of “Professional Collaboration · Forward-Looking Judgment · Long-Term Partnership”, striving to be a trusted strategic partner for our clients in asset management and wealth succession.