Lilian Montero
Portfolio Manager-Equities at Crossinvest SA
Network origin in Lilian Montero first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
15
| Private Company | Investment Managers | 15 |
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.
7
| Extinct | Investment Banks/Brokers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lilian Montero via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Bank Vontobel AG (Research Firm) | Investment Managers | Institutional Sales Analyst-Equity | |
Swiss Finance Institute Alumni Association | Director/Board Member | ||
HEC Lausanne | College/University | Graduate Degree | |
University of Bocconi | College/University | Graduate Degree | |
VONTOBEL HOLDING AG | Investment Managers | Sales & Marketing | |
GBC AG
GBC AG Investment ManagersFinance GBC AG is a leading independent investment bank based in Augsburg, Germany. The company specializes in providing financial services to the German middle market, including corporate finance, capital market and financing advice, and market analysis. As an owner-managed company, GBC understands the needs of its clients and is a reliable partner for all capital market-related questions. The GBC Kapital GmbH complements the services offered by the GBC by providing corporate finance services in the areas of bond and equity placement and brokerage. The private company was founded in 1999, and Manuel Hölzle has been the CEO since then. | Investment Managers | Analyst-Equity | |
SwissHoldings
SwissHoldings Miscellaneous Commercial ServicesCommercial Services SwissHoldings operates as a business federation representing the interests of Swiss based multinational enterprises from the manufacturing and service sectors. The company is headquartered in Bern, Switzerland. | Miscellaneous Commercial Services | Director/Board Member | |
Zürcher Kantonalbank (Broker)
Zürcher Kantonalbank (Broker) Investment Banks/BrokersFinance Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research. | Investment Banks/Brokers | Analyst-Equity | |
UBS Switzerland AG
UBS Switzerland AG Regional BanksFinance Part of UBS Group AG, UBS Switzerland AG is a Swiss company that provides wealth management, retail and corporate banking services. The company is based in Zurich, Switzerland. | Regional Banks | Sales & Marketing | |
UBS Investment Bank AG
UBS Investment Bank AG Investment ManagersFinance Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner. | Investment Managers | Corporate Officer/Principal | |
University of Zurich | College/University | Masters Business Admin | |
ARBONIA AG | Industrial Machinery | Director of Finance/CFO | |
Actieninvest AG
Actieninvest AG Investment ManagersFinance Actieninvest AG is a Swiss independent asset management company for private investors that provides wealth management services committed to clients' interests. The company is based in Zurich, Switzerland, and has subsidiaries in Switzerland. The company offers personal support and has extensive experience in the holistic management of fixed assets, ensuring a long-term relationship with clients. Actieninvest maintains excellent relationships with renowned Swiss banking institutions, offering clients permanently advantageous conditions for their personal investment. The company implements the jointly developed investment policy based on a limited administrative power of attorney, and the fee structure is simple and transparent. Actieninvest also provides holistic support to families, including the structuring and support of assets, administrative, accounting, and other supporting functions. The company was founded in 1987, and Claudio Pedrett has been the CEO of the company since 2001. | Investment Managers | Analyst-Equity | |
Faust Ventures AG
Faust Ventures AG Investment ManagersFinance Basinvest AG (Basinvest) is the asset management subsidiary of Actieninvest AG in Switzerland. Established in 2004, the firm is based in Zurich and specializes in asset management and fund management for private investors and institutional clients. Their flagship fund is Basicstar, a hedge fund registered in Liechtenstein. | Investment Managers | Chief Executive Officer | |
University of Milan | College/University | Graduate Degree |
Statistics
International
Switzerland | 18 |
Italy | 3 |
Germany | 2 |
Sectoral
Finance | 14 |
Consumer Services | 5 |
Commercial Services | 2 |
Producer Manufacturing | 2 |
Operational
Portfolio Manager-Equities | 15 |
Analyst-Equity | 10 |
Sales & Marketing | 5 |
Trading-Equity | 3 |
Graduate Degree | 3 |
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