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Speakers WMF 2011

Rolf Nef

Rolf Nef

Rolf Nef has accumulated 25 years of experience in the areas of finance and investment through his capacity as fund manager, research and macroeconomics analyst, investment consultant at private banks and at Swiss 'big banks' such as UBS and Credit Suisse...

  • Title: Founder
  • Company: Tell Gold and Silber Fund
Robert Taylor East

Robert Taylor East

Robert joined CSB Group as a tax and financial services consultant in September, 2010. He is mainly responsible to provide advisory services to the Group’s clients as required and primarily in the areas of taxation, corporate law and trusts and estate planning. He would also...

  • Title: Tax and Financial Services Consultant
  • Company: CSB Group
Philip Richards

Philip Richards

Philip Richards is Executive Director, Founder and Honorary President of RAB Capital Ltd, a London fund Management Company focused on managing absolute return strategies – especially in natural resources. He co-founded the Company in 1999 and is...

Paul Tustain

Paul Tustain

BullionVault founder and CEO Paul Tustain has a background as a specialist and entrepreneur in financial I.T. and settlement systems software. His previous business processed $120bn worth of stocks and bonds for major banks through London's markets each day...

Lisa Backes

Lisa Backes

Lisa joined LBBW Luxemburg S.A. (formerly Landesbank Rheinland-Pfalz International S.A.) in 1992. After starting in the dealing room she moved to the credit department, where she gained experience in syndicated loans as well as project and special finance. In 1999 she became...

  • Title: Managing Director
  • Company: YCAP Asset Management
Juerg Birri

Juerg Birri

Juerg joined KPMG recently and is the head of the Private Client practice in the Zurich office. Prior to joining KPMG, Juerg Birri headed the Wealth & Tax Planning department of a Swiss private bank, where he was involved in a number of complex international tax planning...

  • Title: Partner International Private Client Services
  • Company: KPMG AG, Zurich
Don Fitzgerald

Don Fitzgerald

Don has worked as an investment and finance professional in Europe for the past fifteen years and spent the last eight years identifying, analyzing and managing portfolios of undervalued securities in the European equity and distressed debt markets. Prior to that he...

Detlef Glow

Detlef Glow

Detlef Glow is Head of EMEA Research at Lipper, a Thomson Reuters flagship brand. In this position he is responsible for the Lipper research reports on the European ETF industry and special research reports on newsworthy market topics. Besides these tasks...

Isabelle Bourcier

Isabelle Bourcier

Isabelle Bourcier joined Société Générale in 1994, where she was initially in charge of marketing structured products, before moving on in 1996 to head the bank’s interest rate, currency and commodity warrants division. Since 2000 to January 2011, She was...

  • Title: Head of Business Development
  • Company: Ossiam
Maarten Polfliet

Maarten Polfliet

Maarten Polfliet is a Client Portfolio Manager with Robeco since October 2005. He is responsible for the communication of Robeco’s quantitative equity strategies to investors. Previously, he had various positions as portfolio manager and account manager...

  • Title: Client Portfolio Manager Quantitative Equities
  • Company: Robeco
Thibaud de Cherisey

Thibaud de Cherisey

Thibaud de Cherisey holds a diploma from SFAF (French Association of Financial Analysts). He joined Invesco Asset Management in February 2008 as Head of European ETF Development. His role is to develop the ETF activities in Continental Europe...

  • Title: European ETF Development
  • Company: Invesco Asset Management
Peter Fors

Peter Fors

Peter Fors is Vice President in the equity structuring team at Nomura, based in London. He joined in 2010 after having spent the six previous years at JP Morgan. At Nomura he covers structuring for European institutions, having recently focused on innovative volatility solutions...

Egon von Greyerz

Egon von Greyerz

Egon von Greyerz (EvG) is the Founder and Managing Partner of Matterhorn Asset Management (MAM) and its Precious Metals Division - GoldSwitzerland, based in Zurich Switzerland. EvG started his working life as a banker in Geneva and thereafter spent 17 years...

Nicholas Brooks

Daniel Wills

Daniel is a senior member of the research and investment strategy team for the ETF Securities group of companies. Prior to joining ETF Securities, Daniel was an International economist with Commonwealth Bank of Australia based in London...

Marcus Grubb

Marcus Grubb

Marcus Grubb joined the World Gold Council in June 2008; he leads investment research, marketing gold as an asset class with partners such as ETF Securities and is a board director of BullionVault, in which the World Gold Council is invested. He is a worldwide spokesperson for the World...

  • Title: Managing Director, Investment
  • Company: World Gold Council
Wayne P. Kurtz

Wayne P. Kurtz

Wayne Kurtz has more than 20 years of senior level experience in financial services organizations including operations management, marketing/sales, fiscal planning, M&A, P&L management.  He has been recognized for articulating vision and direction, turning around...

Michael Cobb

Michael Cobb

At the height of a successful career in the computer industry, Mr. Cobb left to pursue more pioneering opportunities in the emerging real estate markets of Central America. In 1996, he and his business partner formed a company, Exotic Caye International, to provide loans...

Michael Riley

Michael Riley

Michael Riley is Deputy Portfolio Manager for the SAM Smart Energy and SAM Sustainable Climate strategies. Previously, he was Senior Analyst and Head of Energy Research at SAM and the theme research coordinator of both strategies. In addition to overseeing overall...

  • Title: Portfolio Manager
  • Company: SAM Sustainable Asset Management
Joel M. Nagel

Joel M. Nagel

Joel M. Nagel is founder and managing partner of the international law firm of Nagel & Associates, LLC. The firm is Pittsburgh’s first law boutique focusing exclusively on international commercial transactions and immigration. Nagel & Associates has grown 30-fold in business...

  • Title: Founder & Managing Partner
  • Company: Nagel & Associates, LLC
Peter Zipper

Peter Zipper

Peter Zipper is the President and CEO of Caye International Bank, Ltd. – Belize. He joined the bank in October of 2006 after retiring from the position of Senior Vice President and a Senior Member of the Management and Investment Committee at Anglo Irish Bank – Austria...

  • Title: President & CEO
  • Company: Caye International Bank, Ltd. – Belize
Oliver Prock

Oliver Prock

Oliver Prock is CEO and CIO of Salus Alpha Capital. He graduated from Vienna University of Business and Economics with an MBA and has gained experience in different investment fields such as financial engineering, product development, trading and sales. He started...

Nicolas Garnier

Nicolas Garnier

Nicolas Garnier, Chief Executive Officer of SDG, leads the company’s investments and real estate development. Mr. Garnier brings more than 20 years of experience in the development of major resorts in Switzerland, France, Asia, and North America. His experience in acquisitions...

  • Title: CEO
  • Company: Swiss Development Group
Nicolas Bourg

Nicolas Bourg

Nicolas Bourg is the CEO and founding partner of BRDB along with Ph De Backer and Th Relecom. He is an established entrepreneur having successfully created and sold start-up companies in a variety of fields such as digital printing (e.g.Tictacbook, Tictacphoto);...

  • Title: Investment Fund Director
  • Company: Swiss Development Group
Thomas Wilson

Thomas Wilson

Thomas Wilson has worked in the international commodity arena for 23 years. He has trading, structuring and sales experience through his positions at Goldman Sachs, AIG Trading and Natixis. In September 2011 Thomas joined Marex Spectron in Geneva, to spearhead our sales...

Diego Parrilla

Diego Parrilla

Diego Parrilla is the founder and CIO of NARECO Advisors, an Asset Manager focused on Natural Resources and Commodities based in Singapore. Prior to founding NARECO in 2011, Diego earned 20 years of professional and academic experience in natural resources...

Rochus Appert

Rochus Appert

Rochus is a Vice President and Head of Intermediary Business and SPDR ETFs at State Street Global Advisors Switzerland. He joined State Street Global Advisors AG in July 2005. Before, he worked during three years for Credit Suisse as head of the mid-cap M&A team specializing...

  • Title: Vice President, Head Intermediary Business
  • Company: SPDR ETFs
Estelle Hirtz

Estelle Hirtz

Estelle Hirtz is IG Markets’ Branch Manager in Luxembourg. With more than 11 years experience in Finance, Estelle has developed a strong expertise in training by developing and running adapted programs for Retail clients. In 2005 she specialized into active...

Jean Laville

Jean Laville

Jean Laville (1958) has been Ethos Foundation's and Ethos Services' Deputy Director since 2002. As such, Jean Laville is responsible for the environmental and social research. In 1980, Jean Laville graduated in economics, majoring in political economy, from the Higher Business School...

  • Title: Chairman, Deputy Managing Director
  • Company: Ethos – Swiss Foundation of Sustainable Development
Jacques Leuba

Jacques Leuba, MA Oxon, TEP

Jacques provides Swiss-based compliance, family office and asset management services to wealth management firms with client operations in Switzerland. Educated in the UK and trained in South America, he worked many years in commodity trade finance (BNP Paribas)...

Andrew McKenna

Andrew McKenna

Andy’s career began in the UK tax authourity, HMRC, in 1989 and from 1996 onwards he specialised in tax investigation work.  He spent many years in Special Civil Investigations (now Specialist Investigations) undertaking enquiries into cases of tax fraud and avoidance...

Ron Williams

Ron William

Ron William, CMT, MSTA is a Technical Strategist at MIG Bank in Switzerland, focusing on key FX, Commodities / Gold and cross-asset markets. He has over ten years of financial market experience, previously working for leading economic research and consultancy...

Vincent J Derudder

Vincent J Derudder

Vincent J. Derudder, after reading law at the University of Paris and the State University of New York (International Business Law - Political Sciences), worked in corporate finance in the US and in France with major merchant banks. His subsequent experience was in senior...

  • Title: President
  • Company: Fédération Européenne des Conseils et Intermédiaires Financiers (FECIF)
David B. Pinkterton

David B. Pinkterton

David B. Pinkerton joined Falcon Private Bank in October 2011 as Chief Investment Officer. Previously, he was a Managing Director in the Alternative Investments Group at AIG Investments in New York. Mr. Pinkerton also set up a successful external asset management business...

  • Title: Chief Investment Officer
  • Company: Falcon Private Bank Ltd.
Heiner Weber

Heiner Weber

Heiner Weber is an Executive Vice President at Lombard Odier, where he advises private clients. His background is derivatives trading and risk management. Moreover, he has published three books in the field of finance and banking, the most recent being “The UHNW banker’s handbook”...

Jeff Millington

Jeff Millington

Director at BTG Tax, Jeff was previously Inspector of Taxes with HMRC, Specialist Investigations. He had worked in HMRC for 24 years. He undertook a variety of enquiries into a number of high profile sporting individuals who were resident but not domiciled in the UK. Jeff has...

Giovanni Leonardi

Giovanni Leonardi

'Giovanni Leonardi joined Nomura in 2009 to head the EMEA ETF and Market Access Sales. Previously, he worked at Blackrock in the iShares division where he ran the ETF distribution. He holds a MBA (Hons) of the Columbia Business School of NY/ ISIDA'...

Stéphanie Hodara

Stéphanie Hodara

Stéphanie Hodara El Bez- Responsible of the banking and financial services practice of the Geneva office of ALTENBURGER LTD legal + tax. She is admitted to the Geneva and New York Bars and is also a Professor of commercial law at the Geneva Department for Institutions...

Darlene Hart

Darlene Hart

Founder of US Tax and Financial Services Group. Established more than 25 years ago, the Group handles the cross-border individual, corporation and trust tax affairs for those subjected to the US, UK and international tax systems. We advise and prepare tax returns for...

Trevor Bradley

Trevor Bradley

Trevor Bradley is the Marketing and Corporate Affairs Officer for Georgetown Trust, Limited. He has lived in Belize all his life, gaining a wealth of experience in this jurisdiction's banking and tourism industries over the past 19 years, with a thorough grip on its political and...

Andrew Peat

Andrew Peat

Andrew spent the early years in the real estate industry but has subsequently been working in the financial services sector since 1977. In 1985 Andrew decided to focus on the field of international financial services and has become renowned for his knowledge of this sector...

Heide Jimenez Davila

Heide Jimenez Davila

Heide Jimenez Davila joined BlueOrchard from Lombard Odier Asset Management (Switzerland) SA, where she was Head of Sales Suisse romande since March 2010. During her more than 13 years with Lombard Odier Darier Hentsch & Cie, she served as Fixed Income...