Tailored investment advice to reach climate neutrality through private and public financing.

As City Finance Specialist, support Net Zero Cities with financing needs to overcome the current structural, institutional and cultural barriers they face in order to achieve climate neutrality by 2030.

Building bridges to turn finance and technology into strong conduits for the sustainable allocation of capital.

SYNC is a dynamic platform and expert community designed to forge connections between experienced professionals and leading companies across the corporate, startup, and SME sectors. Join SYNC: Where professionals and companies come together for short-term engagements, long-term partnerships, and everything in between. SYNC is your gateway to strategic connections, professional development, and collaborative success. Whether you're a professional seeking meaningful opportunities or a company aiming for growth and innovation, SYNC provides the platform and community to support your ambitions.SYNC is a free service of the Innovationsverband Schweizer Arbeitsmarkt (ISA).

- ESG portfolio product development- Quantitative analysis - Education on ESG and quant investing strategies- Reference data assessments

- ESG ideation and diversity, equity & inclusion research- Digital assets education, communications strategy, products and services.- Blockchain, DLT, digital assets and transformation programs- Stakeholder management and business requirement specification.

Ultra High Net Worth client development - strategic analysis and client/prospect reviews including intelligence and cross-divisional connectivity to facilitate growth in net new money and revenue.

Investment banking senior management and supervision across equities, fixed income and derivatives. Interaction with internal and external stakeholders up to executive board and BoD level, regulators, tax authorities and auditors, including obligatory reporting. Running of regular employee training. Close collaboration with legal, compliance, finance, tax, IT, and HR and business management, and cross-divisionally with Wealth Management. In-depth experience with booking models, governance, legal entity structures and risk protocols.

Wine Wealth provides investment advisory service to wealth managers, family offices and investors on wine as an asset class.

HOLT Valuation & Analytics - investment advisory consultative sales including training on valuation framework to institutional clients; tailored investment solutions using fundamental and quantitative factor modelling; co-initiated and built HOLT’s smart beta index product business including SRI/(ESG)-focused content; product definition, business requirements and stakeholder management

Tailor Made Products consultative sales: constructed customised stock picking, scoring, screening and charting tools fitted to client investment processes.

Led team of five in valuation model framework design, quality validation, training modules, system requirements and testing protocols; launched Equities Handbook.

Led a team of three in development of European Equity Research quantitative solutions and analyst training for adoption of standardised financial database.

Supervised a team of four in research-sales, event-driven product, stock-specific idea generation, quantitative sector views and trend analyses

Event-driven research, product marketing, daily market movers and insights reports, leading a team of four

Middle-office liaison between corporate finance, institutional sales and legal

Equities fundamental and technical analysis - Consumer Goods