Urs Keller and Gianfranco Iuliano are launching a service and consulting company based in Zurich, according to a press release. Fundvalue will focus on sales and training support for the financial industry.
Urs Keller brings extensive expertise from his 25-year career in the investment fund business, including leading positions at renowned companies such as MCSTREW Group, Natixis, Coutts and Julius Baer. Gianfranco Iuliano has worked at Mirante Fundmanagement and MRB Asset Management, among others.
“Our clients rely on our many years of experience and our customised solutions,” emphasise the company founders. “We get involved where building up our own manpower is too time-consuming and/or too cost-intensive, for example for foreign fund managers with a small office in Switzerland. Our aim is to generate sustainable success for our clients while offering innovative and forward-looking solutions.”
The range of services extends from sales support and professional training and development (especially in the sales area of financial institutions) to event planning, organisation and implementation.
https://investrends.ch/aktuell/news/neue-boutique-zur-vertriebsunterstutzung