Robert Kellermann Email & Phone Number

Greater Munich Metropolitan Area

Munich, Bavaria, Germany

As an independent investment consultancy, we provide a full range of outcome-oriented advice, research and technology to the largest institutional investors and wealth managers in the UK, Europe and China. Everything we do is powered by innovation and a desire to achieve for our clients – and is not stifled by legacy or bias.

Hannover Area, Germany

With over 50 years of private equity experience NORD Holding is one of the leading German investment companies and focuses on fund and direct investments in Europe.Currently I am busy with fundraising for NORD Holding's new private equity fund of fund programs, but also for managed accounts, co-investments, secondaries for all institutional client groups in the DACH region.

Bad Homburg

FERI Trust GmbH is the leading independent asset manager for institutional and wealthy private investors in the German-speaking region. FERI offers tailor-made multi-asset/multi-manager solutions, including all relevant asset classes. As head of "Institutional Clients Germany" and as a member of the management team, I had management responsibility for up to 5 employees. I was responsible for the management of the team "Institutional Clients Germany" and the distribution of investment solutions for as well as advising and servicing institutional investors.In detail I was responsible for the following range of tasks:- Sales for institutional investment concepts of multi-asset and alternative investments- Support of institutional clients regarding multi-asset and alternative investment mandates- Advising institutional pension schemes on their strategic asset allocation and mandate structure with responsibility for returns- Translating the results of the asset liability studies into concrete investment recommendations, considering the market situation and customer requirements- Design and implementation of the sales process for institutional clients My greatest successes were- The takeover of a large alternative investment mandate with the redesign of the entire support concept and the associated substantial expansion of volume and improvement of customer satisfaction- The successful return of a pension scheme into the outperformance region

Munich

Munich Area, Germany

Pioneer Investment is one of the most experienced asset managers in the world: founded in the USA in 1928, AmundiPioneer Asset Management today has a global presence.In my function as Head of Consultant Relations & Distribution Services, I had management responsibility for up to 15 employees and was responsible for managing the mentioned teams, their strategic positioning and the distribution of institutional investment solutions via consultants and institutional clients.In detail, I was responsible for the following range of tasks:- Sales of institutional investment concepts to investment consultants- Consultant support in Germany and Switzerland- Design of the sales presence for institutional clients in Germany- Ensuring a high quality of service for mutual fund customers in Germany- Development of customer-specific investment concepts, e.g. for savings banks.As a result of my successes, I was invited by the management to participate in the UniCredit Executive Development Program (EDP) for managers and was able to take part in a variety of further training courses.

Effective July 1, 2006, I was appointed head of the Forte program, a strategic project initiative to achieve a comprehensive market-leading position in Germany, reporting directly to the CEO.In this function I was responsible for the following tasks:- Identification, conception and development of revenue initiatives in the area of retirement provision and structured products- Project management for the merger of the institutional and retail business in Germany- Establishment of an implementation controlling for the entirety of the project measures, e.g. cost measures.

Munich Area, Germany

Allianz Global Investors/Pimco is one of the leading global asset managers. During my 6 years in the business, I have held various sales and staff functions in the institutional and retail business. In the course of the integration of the asset management business of Allianz AG and Dresdner Bank AG I managed the project office "Organisation Investments" while maintaining my current functions, e.g. I headed the Consultant Relations team and was appointed Director in this position. Within the scope of my varied tasks, some of which I performed in parallel, the following successful activities deserve special mention:- Establishing the Consultant Realtions unit for the sale of institutional mandates as a financial consultant in Germany, Austria and Switzerland.- Development and management of the European Retail Sales.- Establishment of an internal sales training system "Learning Network" with an e-learning component, which is still run by several employees today.- Project management for merger projects and cost savings in the institutional sector as well as revenue and innovation initiatives for the companies of Allianz Global Investors Germany (retail and institutional)In addition, there have been other outstanding successes under my leadership:- Achievement of market leadership in Consultant Relations in Germany.- Clearly exceeding targets in European retail sales despite very unfavourable conditions, such as the pressure on equity performance and the change of management. Beside to the functions in Asset Management in Germany and Europe, I took over the management of Allianz Global Investors (Schweiz) AG, Zurich at the end of August 2005.

Built up of sales and service teams for ADGI mutual funds via proprietary channels and to 3rd party clients. Successful turn around of sales efforts.Team: 6 channel and sales manager

Munich Area, Germany

I started my career at HVB Group in the Asset Management division. At that time one of the leading German commercial banks. Allfonds BKG Asset Management GmBH, was a portfolio consulting company for institutional investors of the HVB Group, later UniCredit Group.From October 1996 to January 1999 I was responsible in the fund management division for:- Development of technical models for the management of international bonds and currencies, of quantitative approaches to the management of money market funds, of trading models for short-term management of the duration of bond portfolios and of economic forecasting models for the international interest rate markets- Management of 15 special and public funds (bonds, currency and mixed funds) - Servicing institutional clients.- Research and forecasting of interest markets. - Design of the investment process for the fund management.I count the following activities among my successes:With effect from 01 March 2000, I took over the management of the newly founded Consultant Relations & Quality Management department, for whose development and expansion I was responsible. Here I acted as a contact person for external consultants. In addition, I was responsible for the coordination and timely processing of questionnaires.Within the framework of the "Time Asset" project, a concept for the flexibilization of working life in cooperation with Volkswagen, I was responsible for the project management of the concept of asset funding for time asset securities, in particular the calculation of the model for profit participation and the supervision of the sub-projects fund picking, asset allocation and hedging strategy.