Wolfgang Kostner, Cfa, Caia personal email
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Helping Institutional Investors, Foundations and Family Offices design & implement Portfolios | Private Markets | Impact Investing | Sustainable Strategies | 20 years’ experience in finance | ex-Goldman | Regular Columnist | Asian Food Aficionado Networking with like-minded professionals from different professions as a means of business/career development is of a great interest to me. Great believer in leveraging this platform to connect with people and ideas which helps to achieve great goals.
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Client Advisory & SolutionsAnthos Fund & Asset Management Jan 2022 - Dec 2023Germany -
Senior Advisor | Infrastructure | Renewable Energy | Venture Capital | E-MobilityFinadvice Ag Oct 2019 - Dec 2023Italy -
Chapter ExecutiveCaia Association Germany Chapter Sep 2015 - Oct 2019
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Business Development, Real Estate & Infrastructure ProjectsIfa Financial Service Srl Aug 2018 - Jul 2019ItalyIFA Financial Service helps individuals, corporate customers and institutions in all matters relating to financial goals, retirement planning, pension consulting and inheritance advice. Furthermore IFA Financial Service helps clients to structure and source investments in illiquid investments such as Private Equity, Renewable Energy, Real Estate and physical Gold.
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Alternative Investments And Wholesale Distribution Germany & AustriaSwiss Life Asset Managers Oct 2015 - Jul 2018Munich Area, Germany -
Client Relationship ManagerLyxor Asset Management Jul 2014 - Jul 2015Frankfurt Am Main Area, Germany -
Vice President Sales And MarketingAlliancebernstein Dec 2010 - Mar 2013Munich Area, GermanyEuropean Client GroupSuccessfully implemented a coherent marketing and sales strategy to support European Third Party Distributors selling the AB mutual fund range and other investment services (alternatives, separate accounts, etc.)Identified and developed product sales ideas for existing and prospective clients that leveraged current market events and competitive opportunities. Provided a structured and systematic approach to support the support the sales process, the closing of new business and the cross-selling products into existing relationships -
Executive DirectorGoldman Sachs Dec 2000 - Sep 2010London, United KingdomInternational Marketing Strategy GroupIdentified and developed relationships with key third party distribution partners (Global Partners) in order to create a global service and product offering modelRegular review of existing product range in terms of suitability for market place and gap analysis between our product offering and that of our main competitorsLed various product campaigns for key partners in all major European countries which included developing strategy on how to best service regional branch networks, identifying key decision makers within that organization and identifying cross-selling opportunities
Wolfgang Kostner, Cfa, Caia Skills
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