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Peter Moertl

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peter moertl
Locality:
ch 8000 zurich, Switzerland
Job:
managing director & member of the executive board
Education:
 mba thunderbird, usa, dr.iur. universitaet wien, oesterreich ()
Status:
Employee
Language:
German, English
Experience:
  (managing director & member of the executive board), ubs ag,  (managing director)
Wants:
international family offices for strategic partnerships on the product and distribution side, top end financial services boutiques, trustees or financial planners in our target segment to be acquired or merged, family offices seeking outsourcing of all administrative services
Haves:
exclusive private equity investment opportunities alongside our family office, very competitive absolute return portfolio management opprtunities for select large private investors, family offices, and investment boutiques
Interests:
private equity, hedge funds, equity research in high alpha sektoren (zb emrging markets, high yield, structured prducts), helikopter skifahren, autorennen, saxophon jazz, klassische musik und italienische opern
Peter Moertl
Locality:
Baar, Switzerland
Job:
Gründer
Education:
 American Graduate School of International Management, "Thunderbird", Arizona, US (Business Administration, MBA), Universität Wien (Jura, Dr.iur.)
Status:
Entrepreneur
Language:
German (First language), English (Fluent), Spanish (Good knowledge)
Experience:
  (Gründer), Fortune Wealth Management Group AG (CEO), CEPAX AG (CEO), Société de Finance SA (Managing Director), UBS AG (Managing Director), Deutsche Bank Capital Corporation (Managing Director), DG Bank, USA (Head Private Banking), JP Morgan (Management Trainee)
Wants:
Strategic Advisory, Wealth Management Advisory und Coaching Mandate für Family Offices, unabhängige Investmentboutiquen. Investmentmöglichkeiten in unabhängige Vermögensverwaltrer in der Schweiz und deutschsprachigem Europa, zwecks Kauf oder strategischer Beteiligung. Investmentmöglichkeiten im schweizerischen KMU markt mit Sektorgewicht Dienstleistungen, Non food und retailbereich.
Haves:
Starkes Netzwerk an Investoren, unabhängige Beratung für Family Offices und Investmentboutiquen sowie unabhängigen Vermögensverwaltern. Exklusive Produktvermittlung im Private Equity und Private Placementsegment für highly sophisticated Investoren.
Interests:
Kapitalmarkt, Weltpolitik, reisen, Sprachen, Klassische Musik und Jazz, Fachvorträge, Kooperationen mit Universitäten, Rennautos.

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peter moertl
Locality:
United Kingdom
Summary:
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