Stefan Engelke

Angestellt, Family Officer, M. Holding AG

Zürich, Schweiz

Fähigkeiten und Kenntnisse

Erfahrungen in der Vermögensverwaltung / Wealth Ma
Family Offices
Alternative Investments
Capital Markets
Structured Products
Financial Advisory
Kontakte zu Alumni der Universität St. Gallen
Leadership Skills
Erfahrungen im Change Management

Werdegang

Berufserfahrung von Stefan Engelke

  • Bis heute 5 Jahre und 6 Monate, seit 2019

    Family Officer

    M. Holding AG

  • 2018 - 2019

    Managing Director

    LGT Bank (Schweiz) AG

  • 2013 - 2018

    Desk Head UHNW Germany International

    UBS

    Desk Head UHNW Germany International

  • 2009 - 2013

    Institutional Solutions Group / Professional Client Service

    UBS

    Providing global Family Offices and other professional Ultra High Net Individuals with access to institutional deal flow and institutional financing solutions

  • 2008 - 2009

    Advisory Products Sales

    UBS

    Buy-side specialist for tactical investment ideas and advisory products such as structured products, investment funds and complex cash securities. Sales development, wholesale distribution, solution development, structuring, implementation.

  • 2007 - 2008

    Product Manager Structured Products

    UBS

    Structured Products: Product Development and Management

  • 2007 - 2007

    Equity / Fixed Income Structured Products Sales

    UBS

  • 2004 - 2006

    Business Manager

    UBS

    Business Manager for UBS Wealth Management board member (responsible for Products & Services)

  • 2001 - 2004

    Investor Relations Manager

    Allianz Group

    Company Investor Relations spokesperson targeting institutional investors and analysts

Ausbildung von Stefan Engelke

  • 4 Jahre und 8 Monate, Sep. 1996 - Apr. 2001

    Business Administration

    Universität St. Gallen

    Finance, Accounting, Controlling

Sprachen

  • Deutsch

    -

  • Englisch

    -

Interessen

Freunde
Sport
Politik
Wirtschaft

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