Our Team
Experienced, Regionally Rooted, Globally Visionary
Fachgebiete
DACH region mid-cap PE and M&A
Globale Multi-Währungs-Asset Allocation & CRS-konforme Steuerplanung
Aufbau und Verwaltung von Offshore-Family-Office-Strukturen
ESG-Bewertung gemäß EU-Richtlinien & nachhaltige Investmentstrategien
Optimierung hybrider Portfolios aus digitalen und traditionellen Assets
Beratung zu Kapitalmarktintegration & Börsengang europäisch-asiatischer Unternehmen
CIM core team consists of investment experts, industry consultants and academic leaders from the United States, Germany, Austria, Switzerland, Luxembourg, the Czech Republic and Poland.
- The United States: An innovation hub for fintech and quantitative investing, providing AI-based quantitative logic and global asset allocation methodologies.
- Germany: The heart of the European economy, focusing on smart manufacturing, Industry 4.0, and capital market compliance practices.
- Switzerland: Leveraging its strengths in healthcare technology and wealth management, promoting cross-border private equity and institutional collaboration.
- Austria: Utilizing clean energy and carbon neutrality strategies, integrating policy guidance with industrial upgrading.
- Luxembourg: Serving as a digital infrastructure and cross-border fund hub, providing a platform for international capital flows.
- Central and Eastern Europe (Czech Republic & Poland): Emerging industries and technology growth stocks, injecting high-potential factors into portfolios.
Mentor Profile
Strategic Director and Chief Advisor, Quantum Logic Strategy
Academic Background
University of Chicago – PhD in Economics
Focus on financial economics, market efficiency theory, and quantitative research
Stanford University – Master of Science in Artificial Intelligence
Research on machine learning, deep learning and intelligent system applications
University of Cologne – Master of Economics
Focus on corporate finance, cross-border M&A strategies, and quantitative investment analysis
University of St. Gallen – Certificate Program in International Wealth Management
Focus on succession planning, family governance and international tax optimization
Professional Experience
(Highlights)
Former Head of Institutional Investment Strategy at Allianz Global Investors (HQ). Responsible for multi-asset risk management and return rebalancing strategies at the pan-European level.
Senior Wealth Advisor at Credit Suisse Private Banking, responsible for serving company founders and next-generation wealthy families in German-speaking regions.
Co-initiator of the Emerging Tech Growth Fund Europe, a growth fund for cutting-edge technologies focusing on artificial intelligence, biotechnology, and green energy. Expertise in early-stage investments and building efficient exit strategies in European secondary markets.
Major achievements
- Promote the quantum logic-driven investment system to become the core strategic framework of CIM
- Led the implementation of the CrestAI Fusion™ system in Germany and Europe, achieving a total return of 385% (24.7% IRR) with a maximum drawdown of only 6.3% and a Sharpe ratio of 1.42 between 2018 and 2025.
- As a European financial thought leader, he is active in international investment forums and regulatory policy advisory.
- Keynote speaker at „Forum on the Future of European Financial Architecture," organized by the German Federal Ministry of Finance. Presentation: "The Reorganization of Intergenerational Asset Structures“.
- Expert interviews in leading media such as DIE ZEIT and FinanzWelt, providing insights into family office trends, ESG investments, and AI-based investment strategies.
- Guest lecturer at the European School of Management and Technology (ESMT Berlin) as well as at the Luxembourg Institute for Fintech Studies, with courses such as “Asset Allocation in Family Offices” and “Structuring Private Equity Funds.”
Assistant Profile
Head of Client Relations and Family Office Advisory
Academic Background
Ludwig Maximilian University of Munich (LMU)
Double Degree in Law and International Business
University of Zurich
Advanced Course in Wealth Management and Family Governance
💼 Career experience and responsibilities
Former UBS Private Banking Relationship Manager, focusing on family office and cross-border client services
Former high net worth client advisor at Julius Bär Bank
Currently serving as CIM Customer Relations Manager, my main responsibilities include:
Maintain long-term relationships with high-net-worth families and cross-border clients
Provide succession planning, wealth inheritance and cross-border tax consulting
Assist clients in establishing global family office governance structures
Providing compliant and transparent wealth solutions to institutional and private clients
📌 Compliance and Disciplinary Information
No record of violations or penalties
Assistant Profile
Market Compliance Managers and Portfolio Managers
Academic Background
Florida State University
CFA (Chartered Financial Analyst)
Florida State University
CFP (Certified Financial Planner)
💼 Career experience and responsibilities
Responsible for overseeing the company's business operations in Germany and Central Europe, including compliance and risk management, and ensuring compliance with EU financial regulations such as MiFID II, MaRisk and GDPR.
Prioritize customer interests and business transparency, ensuring all processes are compliant and robust
As a member of the AI quantum logic research team, he participated in the development and optimization of quantitative trading models and global stock market asset allocation strategies.
Assisted Professor Peter Berndt in developing the European market, integrating international financial strategies with local regulations and market demands
Provide stable, long-term and sustainable investment solutions for institutional clients and individual investors
📌 Compliance and Disciplinary Information
No record of violations or penalties