Meet the Expert Team Behind Bismarck Select: Driving Wealth Management Excellence
Introducing our talented team at Bismarck Select, comprising a unique blend of experts and professionals. Our management team and shareholders hail from a range of backgrounds, from Stanford and Oxford-educated professionals to tech entrepreneurs, from award-winning international marketeers to senior leaders of global banks and the global elite of the wealth management industry. We are proud to have a unique combination of shareholders, including historic families and Silicon Valley-like entrepreneurs, all working together to bring you the best in private banking and wealth management. Get to know our team and see how their expertise and experience come together to create a unified and prosperous experience for our clients.
Felix is Chief Executive Officer of Bismarck Select. He is a co-founder of the business becoming involved in the business in February 2021. He brings more than 23 years of experience in entrepreneurship, real estate and financial services to the table. He co-founded several businesses with AXA, Lehmann Brothers and sold his last business, Germany largest student housing platform to TPG. He is still involved with Texas Pacific Group in the evaluation of Student housing opportunities.
Felix founded businesses worth over 1bn over 20 years. Her worked for Mercadium in 2000 a large commodity conglomerate funded by Llyods TSB and Aggregate Industries and he worked three years in management consulting mainly in the oil and gas sector. He holds a Dipl.-Engineer from the university of Mainz and a BSC (Hon) of the university of Northumbria.
Julian is Bismarck Select’s Chief Operating Officer. He is a co-founder and investor having first become involved in the business in October 2020. He brings more than 30 years of experience in financial services. His previous role was as the Global Head of Strategy for Standard Chartered Bank PLC where he led development of the Group’s strategy, which included technology enabled transformation and innovation and growth of wealth businesses. Before Standard Chartered he spent 13 years at the Boston Consulting Group, based in Australia and Asia. He was made a partner in 1999 in the Singapore Financial Services practice then transferred to Thailand as head of the Bangkok office. He holds an MBA from Stanford’s Graduate School of Business and a BA in Chemistry from Oxford University.
Mads N. S. Pedersen
Mads is the Chief Investment Officer at Bismarck Select and joined the team in September 2022. He is responsible for overseeing investment strategies and portfolio management for our clients. Mads brings extensive experience from his role as CEO of Human Edge, where he develops and delivers innovative investment solutions using proprietary cloud technology, behavioral finance, and machine learning algorithms. Prior to this, he served as Group Managing Director at UBS, heading the Global Asset Allocation team and managing portfolios worth over USD 100 billion. He also held senior positions at Barclays and Danske Bank Asset Management, where he was responsible for global asset allocation and macro strategy.
Meet Holger, our Chief Marketing Officer at Bismarck Select. He joined our team in April 2022 and is responsible for all aspects of Marketing and Communications. Prior to joining Bismarck Select, Holger worked at a Vienna and Berlin-based Campaigning Bureau where he led successful digital mobilization campaigns during the German elections in 2021 and 2022. Before that, Holger was the CMO at DREF Deutsche Real Estates Funds, where he built the brand, community, and digital marketing infrastructure for Germany’s largest student housing platform. Holger has over 20 years of experience in Marketing and Communications, and has been recognized by some of the most prestigious Advertising & Communications Awards. He was also a partner in two marketing agencies, where he led both creative and client service teams for national and international clients.
Fabian is a co-founder and investor and has more than 15 years of experience in technology investment banking. He is a Managing Director at Arma Partners, a leading corporate finance advisory firm to the global digital economy where he is focussing on software, fintech and industrial technologies in the DACH region. Prior to Arma, Fabian was an Executive Director at Mooreland Partners in London where he advised on international M&A and fundraising transactions. He started out his investment banking career at Sal. Oppenheim in Frankfurt, Germany’s largest private bank at the time. Fabian holds a Master’s degree in Business Administration from Munich’s Ludwig-Maximilians-University.
Over 17 years experience in finance, corporate services, complex structuring for corporate & institutional clients as well as HNWI & UHNWI.
She has experience in management and senior functions for regulated and unregulated entities in Luxembourg and abroad. Her previous role was as Executive CSSF «Commission de Surveillance du Secteur Financier» authorized Director and Board Member of a Multifamily office belonging to a Swiss banking group based in Geneva. Magali holds an MBA in Business and Law from the University of Metz in France.
Martin has been supporting Bismarck Select since May 2021 as Interim CTO. He began his career as a management consultant and banking entrepreneur with platform experience. Martin was a founding member and shareholder of Germany’s leading loan brokerage platform, Hypoport, and built a team in the securitization industry. He currently serves as a founder and COO/CFO of the embedded banking platform AAZZUR, which provides the tech stack for Bismarck Select. With a background in physics and an MBA from the University of Göttingen, Martin excels at turning ideas into successful companies.
Carlo Tozzi Spadoni
Carlo is a non-Executive Member of Bismarck’s Advisory Board. He is an early investor having first become involved in the business in February 2022. He brings more than 30 years of experience in financial services as an insurance Loss Adjusters for leading Insurers worldwide. He co-founded and has led IES – Insurance Engineering Services since 1996 developing its international footprint across Europe. He still chairs the company which was acquired in 2021 by Charles Taylor, a London based global Loss Adjusting practice and provider of technology solutions where he heads the Continental European P&C Business Unit. He is involved as a professional adjuster on a major international Property & Casualty losses.
In the early ‘90s he worked as a financial controller at Himont Inc., a leading global public chemical company. A chartered Engineer, he holds a Degree from the Milan Polytechnic besides various post-graduate diplomas. He lectures at the University of Parma and at higher education and chartered professional institutions (CINEAS, AIBA).