Wolfgang Kostner, Cfa, Caia

Wolfgang Kostner, Cfa, Caia Email and Phone Number

Placecap
Wolfgang Kostner, Cfa, Caia's Location
Italy, Italy
Wolfgang Kostner, Cfa, Caia's Contact Details

Wolfgang Kostner, Cfa, Caia personal email

About Wolfgang Kostner, Cfa, Caia

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.

Wolfgang Kostner, Cfa, Caia's Current Company Details

Placecap
Wolfgang Kostner, Cfa, Caia Work Experience Details
  • Anthos Fund & Asset Management
    Client Advisory & Solutions
    Anthos Fund & Asset Management Jan 2022 - Dec 2023
    Germany
  • Finadvice Ag
    Senior Advisor | Infrastructure | Renewable Energy | Venture Capital | E-Mobility
    Finadvice Ag Oct 2019 - Dec 2023
    Italy
  • Caia Association Germany Chapter
    Chapter Executive
    Caia Association Germany Chapter Sep 2015 - Oct 2019
  • Ifa Financial Service Srl
    Business Development, Real Estate & Infrastructure Projects
    Ifa Financial Service Srl Aug 2018 - Jul 2019
    Italy
    IFA 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.
  • Swiss Life Asset Managers
    Alternative Investments And Wholesale Distribution Germany & Austria
    Swiss Life Asset Managers Oct 2015 - Jul 2018
    Munich Area, Germany
  • Lyxor Asset Management
    Client Relationship Manager
    Lyxor Asset Management Jul 2014 - Jul 2015
    Frankfurt Am Main Area, Germany
  • Alliancebernstein
    Vice President Sales And Marketing
    Alliancebernstein Dec 2010 - Mar 2013
    Munich Area, Germany
    European 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
  • Goldman Sachs
    Executive Director
    Goldman Sachs Dec 2000 - Sep 2010
    London, United Kingdom
    International 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

Alternative Investments Series 63 Electronic Trading Fixed Income Bonds Global Macro Structured Products Market Data Wealth Management Services Portfolio Management Capital Markets Derivatives Investments Bloomberg Investor Relations Institutional Investments Asset Allocation Fund Of Funds Strategy Asset Managment Financial Services Equities Wealth Management Mutual Funds Equity Trading Equity Research Investment Strategies Emerging Markets Fx Options Asset Management Private Equity Commodity Investment Banking Trading Systems Etfs Trading Private Banking Equity Derivatives Options Series 7 Securities Hedge Funds Investment Management Financial Structuring Financial Markets

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