Professional Profile
I am a seasoned financial professional with over 25 years of experience in the financial services industry, specializing in investment management, portfolio optimization, and strategic financial planning. As the CEO of PellerTrading.com, a FINMA-regulated company under AMG Europa (FINMA-ID F00144566), I lead a team dedicated to providing innovative, compliant, and client-focused trading solutions.
Prior to joining Peller Trading in 2017, I built a distinguished career with globally recognized financial institutions. I served as a Manager of Investments at HSBC and Credit Suisse Group AG, each for over 7–10 years. These roles allowed me to develop deep expertise in asset management, risk analysis, and crafting tailored investment strategies for high-net-worth clients and institutional portfolios.
At Peller Trading, I focus on driving sustainable growth and ensuring regulatory compliance while delivering exceptional trading services that empower clients to achieve their financial goals in a dynamic market environment.
Experience
CEO | Peller Trading | 2017 – Present As CEO of Peller Trading, I oversee all aspects of the business, from strategic planning and regulatory compliance to client engagement and operational efficiency. My role includes leading the development of innovative trading solutions, fostering a client-centric culture, and maintaining compliance with FINMA regulations to ensure a trusted and transparent trading platform.
Manager of Investments | Credit Suisse Group AG | 2007 – 2017 At Credit Suisse, I managed complex investment portfolios, provided strategic financial advice to high-net-worth clients, and implemented risk management strategies. My role involved developing tailored investment solutions aligned with client objectives and market trends.
Manager of Investments | HSBC | 1997 – 2007 During my tenure at HSBC, I specialized in portfolio management and investment strategy. I was instrumental in building and managing diverse portfolios, leveraging market insights to optimize performance, and delivering long-term value for clients.
Education
Master of Business Administration (MBA) | INSEAD Specialized in Global Finance and Leadership, equipping me with advanced strategic and analytical skills to lead in competitive financial markets.
Master’s Degree in Finance | London School of Economics (LSE) Focused on Financial Strategy, Risk Management, and Portfolio Optimization. This program enhanced my ability to assess complex market dynamics and craft effective investment strategies.
Executive Leadership Program | Harvard Business School Gained expertise in organizational leadership, innovation in financial services, and driving sustainable growth for global enterprises.
Bachelor’s Degree in Economics | University of Zurich Provided a strong foundation in economic theory, financial analysis, and quantitative modeling, paving the way for my successful career in finance.
Certifications and Continuing Education:
Skills & Expertise