Clarity, wisdom, and stewardship

Stefan is a seasoned finance professional with an extensive and successful career in banking and financial advisory services. He spent 14 years at J.P. Morgan and UBS in various senior management and client coverage roles, including Regional Vice Chairman for UHNW clients in EMEA for UBS. Prior to banking, Stefan was a managing partner of Deloitte Corporate Finance, as a leading mid-cap M&A advisor, and KPMG running the valuation and private equity team. Stefan studied at the University of St. Gallen and is fluent in German, English, Russian and French.

Philip Stangl is a seasoned Chief Investment Officer and Senior Investment Executive with over 25 years of experience in global investment management and UHNW advisory. He was previously a Partner at Azura, where he also served as Portfolio Manager of the firm’s flagship fund. Prior to that, he spent 22 years at J.P. Morgan, rising to Managing Director and leading UHNW investment businesses in Hong Kong, London, Geneva, Zurich, and Frankfurt. He began his career at American Express Bank with roles in New York and Singapore. Philip holds a Master’s degree from the Vienna University of Economics and Business Administration and is fluent in English, German, and French.

An expert in the financial risk field, with 25 years’ investment and risk management experience. Andrea spent 16 years at BlueBay Asset Management and Credit Suisse as an investment risk and performance officer. Other roles at Intesa Sanpaolo and Dianos included financial engineer and quantitative market risk manager. Andrea was a postdoctoral researcher at Argonne National Laboratory, and a visiting PhD researcher at the CERN. He holds a PhD in Theoretical Physics from the Università di Pisa.

Olga is a highly accomplished finance executive and qualified lawyer with over 15 years of experience across international finance, consulting, and asset management. She previously served as CFO at RJI Capital, where she led cross-border transactions and strategic financial operations. Her prior roles include Head of Financial Control at Jetstone Asset Management, Director of Finance at Ion Asset Architecture, and VP Finance Director at ZAIS Group. Olga is a Chartered Certified Accountant (FCCA) and holds an MBA from the University of Oxford.

Konstantinos is a financial services specialist with over 13 years of experience in regulatory compliance, risk, and advisory. He has held senior roles across investment firms and consultancies, including Group Chief Compliance Officer at M4Markets and Manager in Deloitte Cyprus’s Regulatory Risk Advisory practice. He currently leads regulatory affairs for an international family office and investment group with operations across four jurisdictions. Konstantinos is recognised for his cross-border expertise in governance, controls, and financial regulation.

Carole is a senior investment executive with over 25 years of experience in finance, focusing on multi-asset portfolio management, asset allocation, and product development. She most recently served as Managing Director and Team Head of Investment Advisory for Private Banking clients at Emirates NBD. Prior to that, she held senior leadership roles at Kuwait Financial Centre – Markaz and Global Investment House, covering Corporate Finance, and Wealth Management activities. Carole is a CFA Charterholder and has extensive experience advising HNW and UHNW clients across the Middle East and Europe.