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Lilian Montero
Portefeuillebeheerder-Aandelen bij Crossinvest SA
Actieve functies van Lilian Montero
Bedrijven | Functie | Begin | Einde |
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Crossinvest SA
![]() Crossinvest SA Investment ManagersFinance Crossinvest SA (Crossinvest) is an independent, family-owned Swiss asset management firm which was established in 1985. Based in Lugano, the firm provides financial consulting services to high-net worth individuals and entrepreneurial families. They are a member of the Swiss Association of Asset Managers and provide a range of services including family continuity and wealth protection, research, analysis, advising and intermediation, access to alternative instruments, consolidation and account reporting, control of operating third parties through monitoring activities and selection of depositary banks. In 2007, Crossinvest obtained permission to engage in fund management under both Swiss and Luxembourg law. | Portefeuillebeheerder-Aandelen | 01-01-2015 | - |
Loopbaan van Lilian Montero
Eerdere bekende functies van Lilian Montero
Bedrijven | Functie | Begin | Einde |
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NZB Neue Zürcher Bank AG
![]() NZB Neue Zürcher Bank AG Investment Banks/BrokersFinance NZB Neue Zürcher Bank AG is a majority-owned subsidiary of MainFirst Schweiz AG, itself a subsidiary of MainFirst Holding AG in Switzerland. Founded in 2000 and based in Zurich, NZB absorbed the brokerage business of Bank Sarasin & Cie AG in 2007, which led Bank Sarasin to hold a 40% stake in NZB. In 2009 they increased their shareholding to a majority interest. NZB Neue Zürcher Bank AG provides primarily brokerage services. Up until 2009 they also had an asset management and investment advisory department. Their clients include Swiss and international institutional investors as well as private individuals. | Analyst-Equity | 01-10-2009 | 01-05-2011 |
Bank Julius Bär & Co. AG
![]() Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. | Analyst-Equity | - | - |
Opleiding van Lilian Montero
Universidad de Buenos Aires | Undergraduate Degree |
Friedrich Miescher Institute | Doctorate Degree |
Statistieken
Internationaal
Zwitserland | 5 |
Argentinië | 2 |
Operationeel
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Doctorate Degree | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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NZB Neue Zürcher Bank AG
![]() NZB Neue Zürcher Bank AG Investment Banks/BrokersFinance NZB Neue Zürcher Bank AG is a majority-owned subsidiary of MainFirst Schweiz AG, itself a subsidiary of MainFirst Holding AG in Switzerland. Founded in 2000 and based in Zurich, NZB absorbed the brokerage business of Bank Sarasin & Cie AG in 2007, which led Bank Sarasin to hold a 40% stake in NZB. In 2009 they increased their shareholding to a majority interest. NZB Neue Zürcher Bank AG provides primarily brokerage services. Up until 2009 they also had an asset management and investment advisory department. Their clients include Swiss and international institutional investors as well as private individuals. | Finance |
Bank Julius Bär & Co. AG
![]() Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. | Finance |
Crossinvest SA
![]() Crossinvest SA Investment ManagersFinance Crossinvest SA (Crossinvest) is an independent, family-owned Swiss asset management firm which was established in 1985. Based in Lugano, the firm provides financial consulting services to high-net worth individuals and entrepreneurial families. They are a member of the Swiss Association of Asset Managers and provide a range of services including family continuity and wealth protection, research, analysis, advising and intermediation, access to alternative instruments, consolidation and account reporting, control of operating third parties through monitoring activities and selection of depositary banks. In 2007, Crossinvest obtained permission to engage in fund management under both Swiss and Luxembourg law. | Finance |
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