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.
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Book AuthorBuild Out WealthLondon, Gb
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Global Head Of Buy Side Solutions Marketing, Senior DirectorMoody'S Analytics May 2023 - PresentLondon, England, United Kingdom -
Trustee Of The Board - Non-Executive DirectorOne World Trust Aug 2022 - PresentLondon, England, United KingdomThe One World Trust was created over 70 years ago by cross-party Members of Parliament to better protect the interests of humanity through improvements in global governance. The Trust has Special Consultative Status with the United Nations Economic and Social Council.As part of my board responsibilities, I am structuring and advising on sustainability focused initiatives that will forge a stronger collaboration between the United Nations, investment markets, corporates, government and civil society to deliver on the 2030 United Nations Sustainable Development Goals. -
Senior ConsultantFreelance Jun 2022 - May 2023London Area, United KingdomAs a senior consultant for buy-side firms such as asset managers, ETF issuers, hedge funds, and alternative asset managers, I drive measurable business growth through investment ideas, strategic sales and marketing initiatives. I devise product strategy for global markets, aligning key stakeholders, and creating content that simplifies complex investment ideas. As a public speaker and thought leader, I engage audiences on investments, asset management, and AI & financial technology trends. My expertise spans public and private fixed income credit investments, ESG, macroeconomics and financial technology producing impactful content across various channels.
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Director Of Fixed Income Research & Investment StrategyWisdomtree Asset Management Jan 2019 - Jun 2022London, United Kingdom -
Director Of Fixed Income Investment & Sales StrategyInvesco Ltd. Aug 2014 - Nov 2018London, United Kingdom -
Associate Director - Institutional Sales & Relationship ManagementWellington Management Oct 2011 - Jul 2013London, United Kingdom -
Investment Strategist In Portfolio ManagementBlackrock Financial Management Sep 2010 - Oct 2011London, United Kingdom -
Associate Credit Analyst In Portfolio ManagementBlackrock Oct 2007 - Sep 2010New York City Metropolitan Area -
Investment AnalystBlackrock Jun 2006 - Oct 2007New York City Metropolitan Area -
International Sales & MarketingMerrill Lynch Investment Managers Jun 2005 - Aug 2005New York City Metropolitan Area -
Investment BankingJpmorgan Chase & Co. Jun 2004 - Aug 2004New York City, United States
Lidia Treiber, Cfa Education Details
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Disruptive Strategy With Clayton Christensen
Frequently Asked Questions about Lidia Treiber, Cfa
What company does Lidia Treiber, Cfa work for?
Lidia Treiber, Cfa works for Build Out Wealth
What is Lidia Treiber, Cfa's role at the current company?
Lidia Treiber, Cfa's current role is Book Author.
What schools did Lidia Treiber, Cfa attend?
Lidia Treiber, Cfa attended Harvard Business School, University Of Florida - Warrington College Of Business.
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