Lilian Montero
Portfolio Manager-Equities at Crossinvest SA
Lilian Montero active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 2014-12-31 | - |
Career history of Lilian Montero
Former positions of Lilian Montero
Companies | Position | Start | End |
---|---|---|---|
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 | 2009-09-30 | 2011-04-30 |
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 | - | - |
Training of Lilian Montero
Universidad de Buenos Aires | Undergraduate Degree |
Friedrich Miescher Institute | Doctorate Degree |
Statistics
International
Switzerland | 5 |
Argentina | 2 |
Operational
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Doctorate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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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