Lidia Treiber, Cfa Email & Phone Number

With extensive experience in asset management, I excel in investment research, product strategy, asset allocation, investment strategy, and strategic sales & marketing. I have expertise working with institutional clients, intermediaries, and family offices across the UK, US, Latin America, Israel, and Europe.Featured in the Financial Times, CNBC, and top publications across Europe, I offer key perspectives on global investment markets. My CFA, Sustainability, ESG, and Business Strategy credentials, coupled with board-level advisory experience, distinguish me in the industry.I specialize in traditional and alternative investments, simplifying complex topics to deliver insights that support client decisions. With a track record of building strategic commercial and marketing plans, I help commercialise services and products to achieve global business objectives. My visionary approach and problem-solving skills enable me to lead teams, overcome challenges, and execute business goals with momentum.As a CFA charterholder, I blend extensive investment expertise with a market-oriented approach to help asset managers effectively articulate financial concepts to diverse audiences. My experience with teams across North America, LATAM, the UK, and Europe has honed my ability to acclimate to various cultures, drive global cross-functional teams to execution, and achieve revenue growth while supporting strategic objectives.Passionate about the financial services industry, I thrive on inspiring growth and fostering a culture of continuous learning. I’m committed to authentic leadership, integrity, and creating a positive work environment. As a lifelong learner, I’ve continually refined my leadership skills through experience and training, empowering me to skillfully influence key stakeholders and produce tangible results.