People who take responsibility
Good advice is built on people – with professionalism, expertise and a commitment to long-term trust.
Good advice is built on people – with professionalism, expertise and a commitment to long-term trust.
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.
Experienced executives oversee the individual business areas in London and Amsterdam.
Chief Executive Officer (CEO)
Overall responsibility for strategy, business development and the leadership of Concordia Management.
Chief Financial Officer (CFO)
Responsible for financial planning, accounting, controlling and capital management.
Chief Operating Officer (COO)
Responsible for operational processes, IT infrastructure and external service provider relationships.
Chief Investment Officer (CIO)
Responsible for investment philosophy, investment processes and asset allocation.
Chief Risk Officer (CRO)
Head of risk management and oversight of portfolio and corporate risks.
Chief Compliance Officer
Ensuring compliance with regulatory requirements, anti-money laundering standards and internal policies.
Head of Portfolio Management
Leading the portfolio management team and implementing investment strategies for client portfolios.
Head of Investment Research
Leading market, sector and company analysis as a basis for investment decisions.
Head of Alternative Investments
Selection and oversight of private markets, real estate and tangible asset investments.
Head of Client Advisory
Leading client advisory in London and ensuring high standards of client service.
Head of Amsterdam Office
Leading and coordinating the Amsterdam office and its European client business.
Head of Operations & Reporting
Responsible for transaction processing, documentation and transparent client reporting.
General Counsel
Legal counsel to executive management, contractual matters and regulatory proceedings.
Head of Marketing & Communications
Responsible for brand positioning, corporate communications and client information.
Head of People & Culture
Recruitment, employee development and training as well as fostering the corporate culture.
Specialists in portfolio management, investment analysis, risk management, client advisory and operations.
Management of client portfolios within the agreed investment strategy.
Responsibility for multi-asset mandates and tactical allocation.
Responsibility for multi-asset mandates and tactical allocation.
Responsibility for multi-asset mandates and tactical allocation.
Responsibility for multi-asset mandates and tactical allocation.
Implementation of investment decisions and portfolio rebalancing.
Management of bond and fixed-income portfolios.
Management of equity portfolios with a focus on Europe.
Support with portfolio analysis and order preparation.
Performance and attribution analysis of client portfolios.
Execution of securities transactions in accordance with best-execution principles.
Management of multi-asset mandates for European clients.
Portfolio monitoring and rebalancing proposals for EEA mandates.
Analysis of global equity markets and valuation of individual securities.
Macroeconomic analysis and interest rate forecasts.
Sector analysis with a focus on technology and industrials.
Credit analysis of corporate and government bonds.
Fund selection and due diligence of external fund managers.
Assessment of sustainability criteria and ESG reporting.
Development of quantitative models and data analysis.
Data preparation and support for the research team.
Analysis of European small- and mid-cap companies.
Monitoring of market and liquidity risks within portfolios.
Stress testing, scenario analysis and limit monitoring.
Counterparty and credit risk assessment.
Risk reporting and maintenance of risk metrics.
Identification and assessment of operational risks.
Risk monitoring of portfolios for European clients.
Personal advisory and support for high-net-worth private clients.
Advisory services for families and foundations.
Advisory services for institutional clients.
Ongoing client support and strategic discussions.
Initial advisory meetings and investment profile preparation for new clients.
Advisory and support for international clients.
Preparation of advisory materials and client meetings.
Organisational support for the client advisory team.
Client advisory across the Benelux region.
Advisory services for German-speaking clients.
Advisory services for institutional clients and foundations in the Netherlands.
Advisory services for clients across the European Economic Area.
Advisory services for clients across the European Economic Area.
Support for executive management and coordination of appointments, meetings and confidential correspondence.
Organisation of client appointments and administrative support for the management and advisory teams.
Support with daily operations and coordination of internal processes and business correspondence.
Support for the branch management team and coordination of client and business appointments.
Administrative support for the team and organisation of documents, appointments and internal processes.
Support for client advisory services and coordination of administrative requirements at the Amsterdam office.