One of our principals has a career spanning over 18+years in accounting and consulting, financial markets products. He spent 7 years in Compliance and Risk Management and FX/money-markets quantitative trading, Fund Reporting with the CSSF (Luxembourg regulator). Specialist in Fund structuring/monitoring, e.g. currently a Conducting person of a USD 1.5 Billion Real Estate fund on behalf of Sovereign Wealth Fund in the GCC, and Conducting Officer for a Eur 2.5 Billion ILS Investment Fund; he is also an expert in companies incorporation and corporate finance with past experiences at KPMG, Banque de Luxembourg, MDO, Laven Financial Services, Mazars and MEBS. Graduate as French CPA, he is also teacher and teaching material co-writer at IFBL, Luxembourg Financial & Banking Institute.
Another of our principals has more than 26+ years of significant experience in alternative asset management via a BVI asset manager boutique Alchemy Managers Ltd since 2001, research and asset management in Hedge Funds, FOFs portfolio modeling and strategic/tactical allocation, which became compliant in 2005 at a major life insurance company in Luxembourg, Lombard International Assurances (now owned by The Blackstone Group) and, expertise in cross-assets structured derivatives solutions via SocGen CIB in 2007, and today for The Pentagon Group via an exclusive access to a platform of 25 investment banking institutions. Previously a Senior Global Analyst for UBS in London advising internal and external institutional clients such as UBS Warburg, UBS Brinson, UBS O'Connor and Fidelity, Soros Fund Management, Kingdom Holding Company and various family offices on markets strategies; Equities, Futures, FX and Options trading, previous market-making experiences at MONEP Paris Stock Exchange and Sales at Bloomberg Financial Markets for asset managers, banks and corporate treasury desks.
Our Head of Multi-Family Office has 27 years experience in the field of Wealth Management, Corporate Finance and Multi Family Office Services and currently:100% Owner of two Multi-Family Offices that mainly do origination of UHNWI/HNWI; Partner and Head of Italian and Swiss Markets of TheMFO (Geneva, Zurich, Zug, Malta, Dubai); Partner and Senior Advisor of Swiss Merchant Corporation (Lugano, Milan). He is also Of Counsel Ernst & Young Corporate (Milan); CEO of P+G CAPITAL (Chiasso); Of Counsel Lexjus Sinacta (Milan); Senior Advisor China Construction Bank Europe (Milan); Special Advisor Genertec Holding (Shanghai, Milan) and Associate Credit Suisse Corporate Advisory (Zurich).
Field of expertise in the following sectors: Family Office Services, Family Management, Life Organizer, Private Banking, Wealth Management, Lifestyle Management, Luxury Services, Fiduciary Services, Relocation, Internationalization, International Tax Planning, Corporate Finance, Working Capital, Transportation Financing, Mergers & Acquisitions, Art Consulting, Prestigious Properties, Yield Properties, Luxury Hotels, Commodities, Sport Management and Strategic Advisory.
Our Advisor is Founder and Managing Partner of Ace Capital Enterprises Pte in Singapore http://www.ace-capital.com/our-team with 25+ years of financial services and investment banking experience worldwide, of which 14 years covering the Hedge Fund Industry. Investment Banking: Prime Brokerage, Fund Derivatives, Cash/Equity & Equity Derivatives Sales-Trading/Trading, Sales, Fixed-Income Structured Products Market-Making (J.P. Morgan, Bear Stearns, Commerzbank, Hoenig Group Inc, Societe Generale). Former partner of a CTA multi-strategy Fund ($110M AUM). Broad based contacts in financial markets worldwide, including Sovereign Wealth Funds, Pension Funds, Insurance Companies, Trust Banks and other Financial Institutions, Securities Houses and Family Offices.