Financial Services
Holding Companies
Real Estate and Equipment Rental Services
Active

Matthias Pelzer

Finance and Investment Funds Executive

Jurisdiction

Luxembourg | Germany | Belgium | Netherlands

Notable Employer

  • Senior Director Alternative Investments at TMF Group
  • Commercial Director at Intertrust Group Luxembourg S.A.

Experience

Seniority LevelC-Suite
Years of Experience20+ years
Current StatusActive
Director Luxembourg
2021 - 2024

- Setting up the legal & ops structure of the Lux office - Creation of Policies and Procedures (e.g. Risk Mgt & Valuation) - Establishing pipeline for new business & managing client relations - Defining cross boarder data flow and data management - Advisory on Risk, Valuation and Governance - Supported the development of a risk software solution - Managing Valuation and Risk-Management processes in Luxembourg - Advise and support for local authority screenings (e.g. CSSF)

Managing Director
2025 - Present

-Advisory Services -Board Member -Interim Director -Sales & Relationship Coach

Head of Relationship Management
2020 - 2021

- Held an interim position within leadership team of AIFM - Managing a team of 17 FTE - Running project to separate AIFM and admin business - Integration of admin clients and staff into separate Apex entity - Board Member/Director for local AIFs & investment structures - Portfolio Management duty within Investment Committees

Senior Director Alternative Investments Notable
2016 - 2019

- Global Leadership and M&A advisor - Driving advisory and account management for executive clients - Training of global sales & account managers for Lux fund structuring - Providing governance as Board Member for local SPVs and AIFs - Supporting product and service development for alternative assets - Supported clients on global tax structuring and SPV setup - Speaker on international roadshows in the private market

Commercial Director Notable
2015 - 2016

- Part of Global Alternative Asset team - Driving advisory and account management for executive clients - Providing governance as Board Member for local SPVs and AIFs - Representing the firm on roadshows & international events - Initiation of the Intertrust AIFM / CO Portfolio Management - Driving Business Development outside DACH region

Senior Relationship Manager Alternative Assets
2012 - Present

- Account management for Alternative Investments - Oversaw departmental operations (4FTE) on an interim basis - Contributed to the implementation of new regulatory requirements - Board Member for local SPVs and AIFs - Participated in Portfolio Management & inv. committee meetings - Representing the firm on roadshows within the "DACH" region - Heading Marketing and Events

Skills

Core skills9
Languages2

Skills

Fund Governance & Risk Management
Business & Relationship Management
AIFM & Alternative assets expertise
Board Directorship & Corporate Governanc
Project & Change Management
Leadership & Team Management
Regulatory & Compliance Advisory
Cross-Border Data & Tech Integration
Operational Setup & Policy Creation

Languages

English
German

Services