Our Team

People who take responsibility

Good advice is built on people – with professionalism, expertise and a commitment to long-term trust.

Our Team

Expertise and care for your wealth.

Behind our investment solutions stands a team of financial professionals with experience in investment analysis, portfolio management and client advisory. We combine market expertise with strategic thinking to provide well-founded and transparent advice.

Successful relationships are built on trust, transparency and personal attention. We therefore work closely with our clients, understand their objectives and develop strategies designed for the long term.

Concordia Management team
Management

Executive leadership and management.

Experienced executives oversee the individual business areas in London and Amsterdam.

Alexander von Berg
Executive Management

Alexander von Berg

Chief Executive Officer (CEO)

Overall responsibility for strategy, business development and the leadership of Concordia Management.

London
Thomas Reinhardt
Finance

Thomas Reinhardt

Chief Financial Officer (CFO)

Responsible for financial planning, accounting, controlling and capital management.

London
Daniel Whitmore
Operations

Daniel Whitmore

Chief Operating Officer (COO)

Responsible for operational processes, IT infrastructure and external service provider relationships.

London
Markus Falkenberg
Investment Management

Markus Falkenberg

Chief Investment Officer (CIO)

Responsible for investment philosophy, investment processes and asset allocation.

London
Sebastian Krüger
Risk Management

Sebastian Krüger

Chief Risk Officer (CRO)

Head of risk management and oversight of portfolio and corporate risks.

London
Christian Hartmann
Compliance

Christian Hartmann

Chief Compliance Officer

Ensuring compliance with regulatory requirements, anti-money laundering standards and internal policies.

London
Andreas Keller
Portfolio Management

Andreas Keller

Head of Portfolio Management

Leading the portfolio management team and implementing investment strategies for client portfolios.

London
Dr. Maximilian Weber
Investment Research

Dr. Maximilian Weber

Head of Investment Research

Leading market, sector and company analysis as a basis for investment decisions.

London
Philipp Steinmann
Alternative Investments

Philipp Steinmann

Head of Alternative Investments

Selection and oversight of private markets, real estate and tangible asset investments.

London
Jonathan Bennett
Client Advisory

Jonathan Bennett

Head of Client Advisory

Leading client advisory in London and ensuring high standards of client service.

London
Willem van Dijk
Branch Management

Willem van Dijk

Head of Amsterdam Office

Leading and coordinating the Amsterdam office and its European client business.

Amsterdam
Martin Hoffmann
Operations

Martin Hoffmann

Head of Operations & Reporting

Responsible for transaction processing, documentation and transparent client reporting.

London
Richard Harrington
Legal

Richard Harrington

General Counsel

Legal counsel to executive management, contractual matters and regulatory proceedings.

London
Oliver Crawford
Communications

Oliver Crawford

Head of Marketing & Communications

Responsible for brand positioning, corporate communications and client information.

London
Katharina Neumann
Human Resources

Katharina Neumann

Head of People & Culture

Recruitment, employee development and training as well as fostering the corporate culture.

London
Our Staff

The team behind our advisory services.

Specialists in portfolio management, investment analysis, risk management, client advisory and operations.

Portfolio Management

13 Employees
Johannes Richter
Senior Portfolio Manager

Management of client portfolios within the agreed investment strategy.

London
Alexander Brandt
Senior Portfolio Manager

Responsibility for multi-asset mandates and tactical allocation.

London
Claudio Funkenstein
Senior Portfolio Manager

Responsibility for multi-asset mandates and tactical allocation.

Amsterdam
Rainer West
Senior Portfolio Manager

Responsibility for multi-asset mandates and tactical allocation.

Amsterdam
Constantin Kroneberg
Senior Portfolio Manager

Responsibility for multi-asset mandates and tactical allocation.

Amsterdam
Nicolas Berger
Portfolio Manager

Implementation of investment decisions and portfolio rebalancing.

London
Stefan Albrecht
Portfolio Manager

Management of bond and fixed-income portfolios.

London
Jeroen de Vries
Portfolio Manager

Management of equity portfolios with a focus on Europe.

Amsterdam
Felix Hartung
Junior Portfolio Manager

Support with portfolio analysis and order preparation.

London
Leonard Fischer
Portfolio Analyst

Performance and attribution analysis of client portfolios.

London
David Mercer
Trader

Execution of securities transactions in accordance with best-execution principles.

London
Pieter van der Meer
Portfolio Manager

Management of multi-asset mandates for European clients.

Amsterdam
Lucas Verhoeven
Portfolio Analyst

Portfolio monitoring and rebalancing proposals for EEA mandates.

Amsterdam

Investment Analysis

9 Employees
Dr. Florian Schneider
Senior Investment Analyst

Analysis of global equity markets and valuation of individual securities.

London
Benjamin König
Senior Investment Analyst

Macroeconomic analysis and interest rate forecasts.

London
Moritz Wagner
Investment Analyst

Sector analysis with a focus on technology and industrials.

London
Julian Hoffmann
Investment Analyst

Credit analysis of corporate and government bonds.

London
Thomas de Jong
Investment Analyst

Fund selection and due diligence of external fund managers.

Amsterdam
Sophie van Leeuwen
ESG Analyst

Assessment of sustainability criteria and ESG reporting.

Amsterdam
Niklas Petersen
Quantitative Analyst

Development of quantitative models and data analysis.

London
Henry Lawson
Research Associate

Data preparation and support for the research team.

London
Emma Jansen
Investment Analyst

Analysis of European small- and mid-cap companies.

Amsterdam

Risk Management

6 Employees
Dr. Lukas Werner
Senior Risk Manager

Monitoring of market and liquidity risks within portfolios.

London
Matthias Braun
Risk Manager

Stress testing, scenario analysis and limit monitoring.

London
Patrick Seidel
Risk Manager

Counterparty and credit risk assessment.

London
Alexander Busch
Risk Analyst

Risk reporting and maintenance of risk metrics.

London
Bram Smit
Operational Risk Analyst

Identification and assessment of operational risks.

Amsterdam
Eva de Boer
Risk Analyst

Risk monitoring of portfolios for European clients.

Amsterdam

Client Advisory London

8 Employees
Michael Armstrong
Senior Client Advisor

Personal advisory and support for high-net-worth private clients.

London
Robert Neumann
Senior Client Advisor

Advisory services for families and foundations.

London
Simon Hartley
Senior Client Advisor

Advisory services for institutional clients.

London
Daniel Hoffmann
Client Advisor

Ongoing client support and strategic discussions.

London
Sebastian Vogel
Client Advisor

Initial advisory meetings and investment profile preparation for new clients.

London
Edward Collins
Client Advisor

Advisory and support for international clients.

London
Maximilian Bauer
Associate Client Advisor

Preparation of advisory materials and client meetings.

London
Charlotte Mitchell
Client Relationship Assistant

Organisational support for the client advisory team.

London

Client Advisory Amsterdam

5 Employees
Alexander van Rijn
Senior Client Advisor

Client advisory across the Benelux region.

Amsterdam
Mark de Wit
Senior Client Advisor

Advisory services for German-speaking clients.

Amsterdam
Jan Willem Bos
Senior Client Advisor

Advisory services for institutional clients and foundations in the Netherlands.

Amsterdam
Thomas van den Berg
Client Advisor

Advisory services for clients across the European Economic Area.

Amsterdam
Anna de Graaf
Client Advisor

Advisory services for clients across the European Economic Area.

Amsterdam

Secretariat

6 Employees
Charlotte Weber
Executive Assistant

Support for executive management and coordination of appointments, meetings and confidential correspondence.

London
Sophie Bennett
Executive Assistant

Organisation of client appointments and administrative support for the management and advisory teams.

London
James Richardson
Office & Executive Assistant

Support with daily operations and coordination of internal processes and business correspondence.

London
Sophie van der Linden
Executive Assistant

Support for the branch management team and coordination of client and business appointments.

Amsterdam
Marieke Jansen
Office Assistant

Administrative support for the team and organisation of documents, appointments and internal processes.

Amsterdam
Thomas Vermeer
Office & Client Assistant

Support for client advisory services and coordination of administrative requirements at the Amsterdam office.

Amsterdam