Rüdiger Zeppenfeld Email & Phone Number

Munich, By, De

Frankfurt Am Main, Hessen, Deutschland

Zürich Und Umgebung, Schweiz

INSTICUBE measures service quality from asset managers from the perceptions of the Top 2.000 asset owners in Europe. Members get unique transparency on real client experience. Achievements:• Positioning INSTICUBE as unique, qualitative benchmarking and selection tool in institutional capital markets• Acquisition of institutional investors across all relevant client groups and countries as well as asset managers• Development of: - the questionnaire which is at the heart of the offering - the platform - marketing content

Zürich Und Umgebung, Schweiz

Frankfurt Am Main Und Umgebung, Deutschland

Appointed to start-up and lead the EU Hub, a subsidiary of RobecoSAM AG, as a financial service company subject to §32 Kreditwesengesetz (KWG, German banking act) to distribute RobecoSAM’s products. Objective: provide investment brokerage, investment advice and portfolio management services in Germany, Austria, Nordics, UK, Ireland. Development and execution of a business plan, hiring a senior team and sales and servicing of clients/prospectRobecoSAM’s face in the market, positioned RobecoSAM as Sustainable Investing leader, established new relationships

Zürich Und Umgebung, Schweiz

Appointed to drive all aspects of institutional and wholesale business development in Swiss market for Berenberg Asset Management, leveraging substantial knowledge and experience gained at State Street Global Advisors (SSgA). Designed and executed strategic business plan for Switzerland and devised and marketed country-specific financial products to potential prospects, approaching pension funds, consultants, family offices, banks, intermediaries and insurance companies with targeted product offerings, including dynamic overlay management and volatility strategy. Created sustainable relationships with clients and promoted company through various media channels.

Luxembourg

Oversaw range of delegated functions for two sub-funds, including execution of investment management, compliance and risk, sales and marketing. Undertook regular reviews of the investment process and upgrades.♦ Ensured alignment of fund management principles with UCITS III across sales and marketing and investment management functions.

Zurich

Promoted to lead turnaround of business unit following financial crisis and increase market share. Developed innovative products and mission-critical strategies to guarantee future growth; handpicked and motivated exceptional group of investment management team leaders to optimise performance. ♦ Retained larger portion of client base and increased new customers substantially♦ Safeguarded key clients’ assets by accurately identifying risks in US investment vehicles. ♦ Achieved turnaround on a non-compete strategy; generated substantial new AUM through marketing of new ETF, smart beta strategies and hedge funds.♦ Supported ETF launch with innovative push / pull strategies.♦ Uplifted perception of company among institutional investors; authored industry newsletters to re-position company as well-regarded thought leader.

Zurich

Led drive to strengthen and grow existing client base. Restructured client services / relationship management team and upgraded team members’ specialist skills to boost confidence, improve sales techniques and promote more effective cross-selling.♦ Increased productivity of client meetings and substantially augmented sales opportunities.♦ Steered massive promotion of early fund distribution development within the wholesale segment to boost overall revenues.♦ Successfully launched a key product family; activating internal portfolio management teams and creating a long-term revenue-generating strategy.♦ Improved management information availability; enhanced data consistency and cut data maintenance requirements.♦ Optimised operational performance; replaced inefficient holding and flow data reporting tool with a local customer database.

Munich

Created and launched fully-configured fund distribution and secured new $MM client investments. Developed effective marketing strategies and functions from scratch to support sales and deliver a seamless client service

Munich

Recruited to build and strengthen relationships with strategic partners and develop marketing strategies. Accountable for production of monthly reports on market trends and competitors and internal distribution improvements through Hypobank/HVB.♦ Contributed to improved sales and marketing outcomes as leader of key projects, ‘Potential-oriented Sales’ and ‘Customer Information system’; uplifted corporate profile with creation of new brand image.

Germany

Supported brigade as NBC Defence Officer and trained sergeants at NBC School. Appointed Adjutant to Commander of corps support troops and planned battalion training, including NBC reconnaissance training for US soldiers in Gulf War 1.

Certified Esg Analyst, Sustainable Investing

The consideration of extra-financial information has become enormously important for both private and institutional investment decisions.

Excellence In Key Account Management

Certified Effas Financial Analyst

Master Of Business Administration (Mba), Master Of Business Administration

Diploma On Business Administration (Uas), Business Administration