The ISP Group Team

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 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 Masters degree from the Zicklin School of Business in New York.

Focusing on direct investments, venture capital and corporate finance for more than 15 years, Philipp has built a strong network, know-how and track-record in supporting technology startups and growth companies during their initial fundraising phase and on BoD level thereafter. Areas of speciality include deal-scouting & evaluation, due diligence support, investor introduction and subsequent investor relations for UHNW and family office investors. Since 2019 Philipp heads the Investors Club of the Swiss Startup Group.

As a member of the Board of Directors Inbal develops the company's strategic direction. Prior to her Board appointment Inbal acted as ISP’s Chief Administrative Officer (CAO) with specific focus on the Group's Israeli management and operations. Before joining ISP in 2003 and with more than a decade of prior relevant experience, among other positions Inbal assisted Soffair's Group Chief Executive Officer. Inbal holds an LLB in Law from Ono Academic College, Kiryat Ono, Israel.

Ahron became a 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. Ahron 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, Ahron managed the stock options desk at Mizrahi Tefahot Bank Ltd. Between 1997 to 1999 he acted as senior Vice President at Clal finance Ltd, where he oversaw the proprietary and derivatives trading desks. Ahron holds a Master's degree in Business Administration from Bar-Ilan University and a B.A. in Economics and Criminology from Bar-Ilan University.

Marco is ISP's CEO. Prior to joining ISP, he held various Executive Board positions at Swiss banks and had built and run the investment products business for one of them. Before this Marco structured and sold investment solutions at US and Swiss investment banks, prior to which he managed portfolios for UHNWIs at a large Swiss bank. He acted as Chair in several Investment Committees and is currently Member of ISP’s Investment Committee. Marco started his banking career in Corporate Finance M&A. He holds a Msc in Finance from London Business School, completed the General Management Program at Harvard Business School and is a Chartered Financial Analyst (CFA).

Harald is ISP's CFO. Prior to joining ISP, and with more than a decade of relevant experience, he held various senior positions at one of the big four audit companies. Harald holds a Master’s degree in Business Administration and also a Master’s degree in Law from the University of St. Gallen and is a Swiss CPA accredited by the Swiss PCAOB.

Christian is ISP's COO. In his role he oversees the group’s operations. Prior to joining ISP, and with more than 16 years of experience in the financial sector, he held various positions within Credit Suisse in Business Management Roles related to Structured Products and Sales & Trading. Christian holds a Master’s degree in Finance, Accounting and Controlling from the University of 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 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 Masters degree from the Zicklin School of Business in New York.

Ron has been structuring and trading financial products for ISP Group since 2007. He has been involved in some of the most complicated trades of the group, including a half billion fire-sell of European subordinated debt, taking over and collapsing of a synthetic CDO and several private placements deals. Ron has been analysing and trading CLOs in the secondary and primary markets and has ramped up multiple buy-and-hold CLO strategies across the capital structure for different types of institutional clients. He has been a member of the local asset allocation committee since 2017. Prior to ISP Ron worked for UBS specialising in structured products. Earlier in his career he specialised in commercial law and negotiations as an attorney in Israel. Ron earned his LLB in law and business at the Hebrew university in Jerusalem and holds an executive MBA from INSEAD. He is a member of the Israel Bar Association and a CFA charter holder.

Simon joins ISP with 16 years of experience in trading European CLOs. He most recently ran the Bank of America’s European CLO/CDO trading business, a role which he began in 2013 and held until 2019. In this role he led one of Europe’s largest trading operations and was considered a top tier market maker for both debt and equity products in European CLOs. He is well regarded by both investors and sell-side participants and is invited regularly to speak at panels and conferences. Prior to this role at Bank of America, Simon led the CLO brokerage business at Cantor in London from 2012 to 2013 and had a similar position at Stormharbour from 2008 to 2012. Simon began his career at Bear Stearns in 2003 on the European ABS/CLO trading desk, where he reverse-engineered and produced some of the first full cash-flow models for CDOs. At that time, he was considered to as one of the top 3 market makers in European CLO/CDO equity and mezz. Simon holds an undergraduate degree in Economics from the University of Manchester and a Masters degree in International Economics (econometrics) from the University of Birmingham, from where he graduated with merit.

Nikolaj analyses asset-backed securities at ISP. He supports the trading of fixed-income instruments, as well as our illiquid investing operations. Prior to joining ISP, Nikolaj held various credit-related positions with global financial institutions. Currently he is pursuing his studies for advanced investment management certification.

Within ISP’s Structured Credit team Philip analyzes and conducts trade activities and acts as client relationship manager. For ISP’s CLO Fund Philip focuses on business development, marketing and distribution. Prior to joining ISP Philip gained relevant experience and skills from working in the financial and real estate sectors. Philip holds a Master’s degree in Finance from the Johns Hopkins University of Baltimore, Maryland.

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.

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.

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.

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.

Giancarlo is a seasoned fixed income 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.

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 charter holder.

André is responsible for the client relationship management and business development. Over the past decade, he gathered extensive knowledge in cross-asset structured solutions and profound expertise around Actively Managed Certificates (AMC). Prior to joining ISP, André was a derivative sales person for seven years at UBS Investment bank and most recently managing the Swiss subsidiary of a global finance boutique. André holds a Master’s degree in Banking and Finance from the University of St. Gallen.

Philip Max 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 twenty years of relevant experience, Philip Max held various senior advisory & trading functions at Vontobel, Credit Suisse, Clariden Leu and Clariden.

Prior to joining ISP Securities, Nicolas gathered a solid knowledge of structured products at Vontobel and UBS Investment Bank over the last five years. 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 Chartered Financial Analyst (CFA) as well as a Chartered Alternative Investment Analyst (CAIA).

Reto joined ISP as its COO. During that time he also set up and started ISP's Paying Agent unit which he is now heading full time. Prior to joining ISP, and with more than twenty years of relevant experience, Reto held various senior functions at Union Bancaire Privée, ABN AMRO Bank, Julius Bär and Clariden Leu. Reto holds a Master’s degree in Information Management from the University of St. Gallen.

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.

Kristina is Client Account Manager for Paying Agent clients. In this role she acts as point of entry for all Paying Agent client requests. She is in charge of the daily business delegating selected tasks to the support team. 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 is currently pursuing her Bachelor’s Degree in International Management at the Zurich University of Applied Science and at the Plekhanov Russian University of Economics in Moscow.

As Account Manager Assistant for Private- and Paying Agent Clients, Medina's responsibilities include the execution of online transfer services as well as various other client related administrative tasks assisting both departments Client Services as well as Paying Agent unit. Prior to joining ISP, Medina acted as Customer Consultant at a full-service agency in Baden, after having successfully achieved her matriculation in communication.

Daria is responsible for ISP’s Placement Agent services, representing and distributing mutual funds and illiquid investments of selected asset managers. Prior to joining ISP, Daria headed Goldman Sachs’ Institutional Sales in Israel for 8 years, and before that she worked with Deutsche Bank as Head of Institutional Derivatives Sales in Israel. Daria holds a BA in Finance from the College of Management Academic Studies.

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.

Irfan advises ISP’s clients on funds and structured assets with focus on hedge fund, alternative credit and real assets solutions. Prior to joining ISP, Irfan among other functions acted as a business analyst and sales associate with a strong focus on hedge funds. Irfan holds a degree from the Zurich University of Applied Sciences.

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.

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.

Yigal manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than a decade of experience as investment banker and portfolio manager, Yigal held various positions at Etgar, Mizrahi, and Cukierman & Co. Yigal holds an LLB in Law from the College of Management Academic Studies, Rishon LeZion, Israel.

Sivanne is responsible for private and institutional investment services with almost one decade of relevant experience.

Dimitar manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than three decades of relevant experience, Dimitar successfully held fund and portfolio management positions at Clariden Leu, Rothschild Bank and Leumi Asset Management. Dimitar holds a degree from University of Economics Budapest and is a CFA and CAIA Charter holder.

Dov advises clients on ISP’s entire asset spectrum. Prior to joining ISP, and with more than three decades of relevant experience, Dov held various senior positions in the private and public sectors in Israel, Switzerland and the UK. Dov holds a degree in Electrical and Electronics Engineering from the Technion in Israel.

Luisa is responsible for private and institutional investment services. Prior to joining ISP and with more than two decades of relevant experience, Luisa among other positions, managed the CDO and FX proprietary trading desks of an Israeli bank.

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.

As Account Manager Assistant for Private- and Paying Agent Clients, Medina's responsibilities include the execution of online transfer services as well as various other client related administrative tasks assisting both departments Client Services as well as Paying Agent unit. Prior to joining ISP, Medina acted as Customer Consultant at a full-service agency in Baden, after having successfully achieved her matriculation in communication.

As Account Manager Assistant, Emilie is responsible for payments, corporate action notices and the "ISP Direct" service. Prior to joining ISP, Emilie gratuted form the Literargymnasium Rämibühl in Zurich receiving her bachelor degree. Emily is about to pursue her studies at the University of Zurich in business administration and computer sciences.

As Account Manager Assistant, Baldin is responsible for payments and the daily transactions of the "ISP Direct" service, as well as for several other client related services. Prior to joining ISP, Baldin gratuted form the Kantonsschule Uster gymnasium. Baldin is about to take up his studies in economics.

Nicolas assists ISP’s Client Services unit as Client Account Manager. Prior to joining ISP Nicolas acted as Corporate Client Manager at UBS where he gained his experience in various departments over the span of five years. Nicolas completed his GCSE in Spain at the Laude Lady Elizabeth School and is currently doing his A-levels at Academia International School in Zurich.

Simon manages ISP’s Trading & Execution Team and acts as head trader for Fixed Income and Certificate Products. With 30 years of sales and trading experience with investment banks, including UBS and Vontobel in Switzerland and HSBC in the UK he is extraordinarily well positioned to offer critical added value to ISP’s institutional client base. Simon holds the diploma as financial analyst and portfolio manager/CIIA from AZEK.

Patrik is responsibe for trading and executing ISP's proprietary positions as well as client transactions. Prior to joining ISP, and with more than two decades of relevant experience, Patrik held trading related positions at banks and brokers in Switzerland including UBS and Rüd Blass & Cie. Patrik holds a degree in Economics and Business Administration from the Zurich University of Applied Sciences, Zurich.

Florind trades and executes ISP proprietary positions and handles client related transactions. Florind holds a commercial diploma from KV Zurich Business School.

Leo is responsible for ISP’s middle- and back office operations. Prior to joining ISP, and with more than three decades of relevant experience Leo has held several comparable positions with family offices and banks in Switzerland including Julius Bär, Hyposwiss and PBZ Privatbank Zurich.

Lilla is responsible for middle office services. Prior to joining ISP, Lilla held various similar positions in trading and middle office at UBS and at a Swiss single family office. Lilla studied German literature and philosophy at University of Zürich.

As MidOffice Assistant Dominic supports the ISP MidOffice team with the handling and processing of all ISP security transactions. Dominic graduated from the academic high school (gymnasium) in the summer of 2019 and plans after completion of his internship at ISP to attend the University of Applied Science to study IT and Cyber Security.

Carmen is ISP's Head Legal & Compliance. Prior to joining ISP, Carmen held positions at PwC Legal in the Banking, Fintech and Blockchain Team as well as various Legal and Compliance positions at UBS, at  Goldman Sachs for a decade, Deutsche Bank (Deutsche Insurance Asset Management / DWS) and UBP. Carmen started her professional carreer at KPMG. She is Attorney-at-law and admitted to the bar in Berne and in Zurich.

Petra is ISP's Risk Control Officer. Before joining ISP, Petra held various positions at Skandia Leben AG, ZKB and Mpercial Asset Management in the Risk, Controlling and Regulatory departments. Petra holds a degree from HFW Business School and a Master of Advanced Studies FH in Controlling.

Jenny is responsible for the accounting department of the Swiss companies and their related financial services. Prior to joining ISP, Jenny spent almost two decades in fund and financial accountancy at a number of Swiss based foreign banks.

As senior accountant Barbara is responsible for the regulatory reporting to the Swiss National Bank (SNB) and the Swiss Financial Market Supervisory Authority FINMA. In addition to this function she undertakes various tasks related to accounting and controlling. Barbara has 20 years of relevant experience with two Swiss and one foreign bank. Barbara holds a bachelor’s degree in Business Administration from the Zurich University of Applied Sciences.