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About Me

Started my professional career in Dublin as a fund accountant, moved to Luxembourg in 2005, initially

managing a fund accounting team; since 2008 working as a governance leader with 3 Management Companies. 

Elected to various fund boards since 2020, set up my own company in 2023 providing services as an

independent non-executive director.

Why hire me - What value do I add

Funds domiciled in Luxembourg delegate most of their activities such as

Fund Administration, Investment Management or Transfer Agency to third parties.

The local regulator (CSSF) has issued numerous circular resolutions

highlighting that any delegated activity needs to be overseen by the fund.

 

I am a delegation oversight specialistwith many years of valuable experience

in inhouse (BlackRock) and third party (Universal Investment) management company.

By hiring me, you will have a governance model in place which is

compliant with CSSF expectation on delegation oversight such as CSSF circular 18/698.

VITA

  • Mag. rer.soc.oec. (Leopold Franzens Universität Innsbruck)

  • Trained fund accountant (Deka, BNP)​​​

  • 15 years experience in Luxembourg corporate governance

(Vontobel, BlackRock, Universal-Investment)

  • Chair of the fund board on various Luxembourg domiciled RAIFs

  • Co-Chair of the EMEA Valuation Committee

  • Set up of delegation oversight frameworks aligned with

CSSF Circular 18/698, AIFMD, UCITS, and MiFID II

  • Set up of a digital Management Company oversight web app

  • Set up of a governance support team in Poland

​​

  • Member of ALFI working group (Portfolio Management oversight)

  • Co-Chair of ILA forum (Luxembourg institute of governance)

​

  • Member of the local council of Wincheringen

  • ​Member of the parish council of Saargau-Obermosel St. Bartholomäus

​​

                                         Happy to provide full CV upon request.

​​

Who I Help

Fund Promoter / Management companies to set up a diverse fund board / management board including independent board director to best protect interest of share holder and other stake holders.

How I Do It

Based on a wealth of experience in governance being an independent board director allows me to challenge the decision making process through thinking "outside the box".

What's in It for You

Having worked 15 years as a leader in corporate governance in 3 Management companies allows me to contribute, monitor and build strong delegation oversight framework in full compliance with CSSF circular 18/698.

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