ISP GROUP - Key Persons
Job Titles:
- Senior Fixed Income Advisor
Job Titles:
- Chief Financial Officer / Executive Board
Job Titles:
- Senior Fixed Income Specialist
Job Titles:
- Junior Relationship Manager
Aron became an ISP board member in 2020. He has more than two decades of extensive experience in financial markets, mainly in private capital investments, institutional investments and M&A in the public sector. Aron is the co-founder of PI Group (founded in 1999) where he is still leading the business development activities and representing the fund management company with institutional investors in Israel. Prior to founding PI Group, Aron managed the stock options desk at Mizrahi-Tefahot Bank Ltd. From 1997 to 1999, he acted as Senior Vice President at Clal Finance Ltd, where he oversaw the proprietary and derivatives trading desks. Aron holds a Master's degree in Business Administration from Bar-Ilan University and a Bachelor's degree in Economics and Criminology from Bar-Ilan University.
Job Titles:
- Account Management Lead and Project Manager / Account Management
Job Titles:
- Head Projects and Operations
Job Titles:
- Senior Account Manager
- Senior Account Manager for Paying
Hon is Senior Account Manager for Paying Agent clients. Prior to joining ISP, Hon held various positions at several banks for many years. She has also worked in the trust sector as well as in the insurance industry. She holds a Diploma in International Trust Management of the Society of Trust and Estate Practitioners (STEP).
Job Titles:
- Chief Executive Officer / Executive Board
Job Titles:
- Product Specialist / Product
Daniel is a Product Specialist in ISP's asset solutions department, accompanying all involved stakeholders with specific structural and jurisdictional expertise.
Previously, Daniel worked as a Private Clients Advisor at UBS in Zug, covering the advisory for national and international clients, as well as the cash management for different branches. He gained almost nine years of banking experience at UBS. Furthermore, he is continuing to work towards his bachelor's degree.
Job Titles:
- Head of Finance / Finance & Risk Control
Job Titles:
- Senior Fixed Income Advisor
Denis has more than two decades of relevant experience in Fixed Income Sales & Trading. Prior to joining ISP, Denis worked for Credit Suisse, CSFB and First Boston in various positions and his expertise includes Foreign denominated bonds and Structured Products as well as CHF bonds.
Job Titles:
- Senior Relationship Manager
Job Titles:
- Senior Product Specialist / Product
Job Titles:
- Head of Product Specialists / Product
Job Titles:
- Head Asset Solutions / Executive Board
Fabio is ISP's Head of Asset Solutions. Fabio gathered extensive knowledge of the structured products market at Vontobel and UBS Investment Bank in both Zurich and Singapore over the past decade. While having focused on the structuring and advisory of structured products, trading equity and fixed-income structures also form an integral part of his portfolio. Fabio holds a Master's degree in Banking and Finance from the University of St. Gallen and is a CFA® charterholder.
Job Titles:
- Head of Geneva
- Investment Specialist
Giancarlo is a seasoned investment specialist with more than 20 year of financial market experience. Prior to joining ISP, Giancarlo was a relationship manager with the Global Family Office Group of BNP Paribas in Geneva serving large continental European families. Before that he was Head of Fixed Income Institutional Sales at BNP Paribas and ABN AMRO in Geneva and he worked at Merrill Lynch in various roles. He holds a B.A. in Business Management from University of Geneva & completed the Investment Management program at the London Business School.
Job Titles:
- Treasurer / Finance & Risk Control
Job Titles:
- Advisor Structured Products & AMCs
Job Titles:
- Product Specialist / Product
Job Titles:
- Deputy Head Asset Management ( Deputy CEO )
Job Titles:
- Senior Accountant / Finance & Risk Control
Job Titles:
- Head of Paying Agent Services
Julia advises clients on ISP's entire asset spectrum. She brings more than 20 years of wealth management experience. Prior to joining ISP, Julia held various senior management positions with UBS and Credit Suisse, specialized on the Israeli market. In her last function she was covering mainly HNWI and UHNWI clients as a Senior Relationship Manager. Julia holds a Master's degree in Economics and Business Administration from the University of Zürich and graduated from the Swiss Finance Institute's Executive Program.
Job Titles:
- Head Paying Agent Services MENA
- Relationship Manager for Paying
Kristina is Relationship Manager for Paying Agent clients. Prior to joining ISP, over a time span of seven years, Kristina gained relevant banking experience such as in her latest position at UBS' Private Banking Russia Desk. Kristina holds a bachelor's degree in International Management from the Zurich University of Applied Sciences and has taken several courses at the Plekhanov Russian University of Economics in Moscow.
Job Titles:
- Head Legal Products - Legal & Compliance / Legal & Compliance
Job Titles:
- Senior Legal & Compliance Counsel
Job Titles:
- Advisor Structured Products & AMCs
Maxime is a structured products and AMC advisor. Prior to joining ISP, he gained extensive knowledge of the structured products industry at Morgan Stanley and Société Générale, covering both the Swiss and French market. At ISP, Maxime serves French speaking clients. Maxime holds a Master's degree in Financial Markets from Université Paris-Dauphine.
Job Titles:
- Fixed Income and Private Markets Specialist
Mayce has more than two decades of relevant experience in fixed income. Prior to joining ISP, Mayce was Head of Debt Syndicate and Sales at Bank of East Asia. In addition, Mayce worked in Fixed Income Sales at China Merchants Bank International, BCP and CB Sales at Exane, and Fixed Income and Structured Credit Sales at WestLB. Mayce holds a Bachelor of Economics from the University of Western Ontario and an MBA from the Hong Kong Baptist University.
Job Titles:
- Junior Relationship Manager
Job Titles:
- Onboarding and Compliance Specialist / Account Management
Job Titles:
- Head Structured Product Specialists / Product
Nicolas is heading ISP's Structured Product Specialists team and is responsible for the pricing and structuring of investment solutions accompanying all involved stakeholders with specific structural and jurisdictional expertise.
Prior to joining ISP Securities, Nicolas gathered a solid knowledge of structured products at Vontobel and UBS Investment Bank. Among other positions, he acted as equity and fixed-income trader, as well as a structurer. Nicolas holds a master's degree in Economics from the University of St. Gallen and is a CFA® charterholder as well as a Chartered Alternative Investment Analyst (CAIA).
Job Titles:
- Senior Relationship Manager and Head of EAM & Custody
Job Titles:
- Co - Head of Fixed Income Team
Nimrod has 14 years of experience in dealing with fixed-income products, including derivatives analysis at SuperDerivatives. Nimrod advised on fixed-income products at Bank Poalim and managed the fixed-income desk at Psagot investment house, Israel's largest investment house.
Orr is responsible for ISP's Placement Agent services representing and distributing services for mutual funds and hedge funds of selected asset managers, assisting investors throughout the entire investment cycle. Prior to joining ISP he was employed at Morningstar. Orr holds a BA in Management and Economics.
Job Titles:
- Deputy Head of Trading & Execution
Job Titles:
- Senior Advisor Structured Products & AMCs
Philip is responsible for the client relationship management, has extensive knowledge of structured solutions in all asset classes and proven expertise of Actively Managed Certificates (AMC). Prior to joining ISP, and with more than 20 years of relevant experience, Philip held various senior advisory & trading functions at Vontobel, Credit Suisse, Clariden Leu and Clariden.
Focusing on direct investments, venture capital and corporate finance for more than 15 years, Philipp has built a strong network, knowledge base and track-record for supporting technology start-ups and growth companies during their fundraising phase and at Board of Director level thereafter. His areas of speciality include deal-scouting and evaluation, due diligence support, investor introduction and subsequent investor relations for UHNW and family office investors.
Raimond advises ISP clients with focus on funds and insurances with regulatory responsibility at FINMA Switzerland and FMA Liechtenstein. He looks back on more than two decades of relevant experience. Based on his specialized know-how he is tutoring at different local universities. Raimond graduated from the University of Innsbruck, Austria with a Master of Science in Business Administration.
Job Titles:
- Senior Relationship Manager
Reza joined ISP as Head of Asia Pacific. He is a seasoned Credit Specialist with over 20 years of Sales and Trading experience. He was a Senior Market Maker in European bonds and credit derivatives in London for J.P. Morgan as well as a Fixed Income salesperson for J.P. Morgan in Sydney. Subsequently, he traded Emerging Market bonds for BAML in Hong Kong and later lead Asian Credit Trading at Westpac in Singapore. Reza holds a B.S.E from the University of Pennsylvania -The Wharton School.
Job Titles:
- Chief Technology Officer
- CTO / CISO / Executive Board
Richard is ISP Group's Chief Technology Officer (CTO). Prior to joining ISP, he worked for Credit Suisse for more than a decade, having held various technology leadership roles related to structured products, and cross asset sales. Richard holds a bachelor's degree in physics and photonics from the University of Manchester (UK).
Roberto works at ISP as a Senior Account Manager. He previously worked for UBS as a payment specialist and assistant in Private Banking. He also spent 11 years at BBVA Suiza in the payment department, credit department and middle office and 6 years at UBS as a client advisor in Retail Latam. Roberto completed his baccalaureate, specialising in Business, in St. Gallen.
Roy is the Chairman and majority owner of ISP Group. He has been a pioneer in structured finance and CLO investing and trading since 1999 and has held various positions at global financial institutions. Prior to taking up his role at ISP Group in 2006, Roy established the CLO investing platform for Bank Leumi in Switzerland, which, under his supervision, developed to become one of the largest platforms for equity CLO in Europe. He was involved in and has managed exceptionally large transactions, the most recognised one being the unwinding of a USD 3.5 billion RMBS legacy portfolio for a leading Israeli bank. Before moving to Switzerland, Roy managed the Tamar fund, one of the largest portfolios of the Discount provident funds, an industry leader in Israel. Earlier in his career, Roy traded commodity options in London. Roy holds a degree in business administration as well as a Master's degree from the Zicklin School of Business in New York.
Job Titles:
- Head of Client Services / Account Management
Job Titles:
- Co - Head of Fixed Income Team
- Specialist
Shai is a specialist with over a decade of relevant experience in Fixed-Income and Equity/Options. Prior to ISP he held positions at Oppenheimer and First International Bank of Israel dealing across asset classes for institutional and private banking accounts.
Job Titles:
- Head Finance Transformation / Finance & Risk Control
Job Titles:
- Chief Operating Officer
- Chief Operating Officer / Executive Board
Tobias is ISP Group's Chief Operating Officer and heads the Account Management department. Prior to joining ISP, Tobias worked for the Danske Bank group in Denmark as Head of Performance Management and Traction for IT and operations for corporate and institutional clients. In this role, he gained experience in project management with a particular focus on strategic planning and overseeing nearshoring, offshoring and development activities. Tobias holds a master's degree in business administration from the Rotterdam School of Management and Fudan University and a bachelor's degree in financial economics.
Job Titles:
- CEO ISP Asset Management Ltd.
Yaron manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than two decades of relevant experience, Yaron successfully managed portfolios at international financial institutions including Etgar, IBI and FIBI. Yaron holds an MBA and a BA in Economics.
Job Titles:
- Co - Head of Fixed Income Team
Yoav has 12 years of experience in trading and advising in financial markets. Prior to joining ISP, Yoav advised and executed cross-asset products at Migdal Capital Markets including equity, options, FX and bonds.
Job Titles:
- Private Markets Specialist