Andrzej specializes in private banking and wealth management, with over 10 years of experience in providing services to high net worth individuals. During his over 25-year banking career, Andrzej has also gained extensive experience in asset management and corporate banking, working for leading international banks present in Poland. Since the beginning of 2024, Andrzej has joined CA Indosuez Wealth Management and leads a team dedicated to Polish clients. Andrzej’s core competence is providing a holistic approach combining personal and business aspects of managing the private wealth of the wealthiest business families.
Business Developer in Agency Services team of the Securities Products department. Advising clients on the issuance of securities (with Euroclear and Clearstream, Euroclear France, LuxCSD or SIX Switzerland) and listing on the Luxembourg Stock Exchange. At BIL since 2015, previously gained experience in Project Management and Robotic Process Automation.
Caves Bernard-Massard SA – company website
Caves Bernard-Massard SA – 6-8, rue du Pont, L-6773 Grevenmacher (Luxembourg)
Artur’s professional career also includes international experience, collaborating with IBM and Lucent Technologies. He is an enthusiast of digital transformation and issues related to cloud computing, artificial intelligence, machine learning, and security.
He is a Board Member of the Warsaw branch of the international charitable organisation Lion’s Club Poland.
Member of MGW CCG Management Board, Managing Partner supervising Valuation, Banking Advisory, and Business Consulting teams. For over 13 years, he has reviewed and personally accepted more than ten thousand valuations of companies, debt portfolios, and other financial assets.
He has over 26 years of experience in management positions and has published extensively on topics related to finance and leasing; he was the former Vice President of PKO Leasing SA (formerly BFL SA), responsible for the financing organization (assets of PLN 2.6 billion), cooperation with PKO BP Bank in cross-selling, sales services, and fleet management. At MGW CCG, he is an expert in collaboration with financial institutions.
Master’s degree in International Economic and Political Relations from the University of Lodz. In 2005, he also graduated from the Executive MBA program jointly organized by the University of Maryland, Robert H. Smith School of Business, and the University of Lodz.
Bob Scharfe is a Partner and heads the Banking, Finance and Capital Markets practice of Luther Luxembourg. Since more than 15 years, he advises banks, multinational corporations, and private equity firms on a wide range of banking and financing matters, capital markets, structured finance, securitization and insolvency law aspects, and structuring private equity investments through Luxembourg. He has solid experience in general corporate law.
Bruno Bagnouls is Head of Sales and Relationship Management at Alter Domus.
Bruno joined Alter Domus in May 2019, where he leads our Sales and Relationship Management efforts.
Previously Bruno has been Head of Private Equity and Real Estate at TMF Group during 3 years. Prior to this, Bruno was Head of Corporate Services at Alter Domus for 15 years where he acquired extensive experience in the implementation, management, accounting and administration of private equity and real assets funds and SPVs.
Bruno has a degree in Business Studies from IPAG (Ecole supérieure de commerce) in Paris and in French Accounting (D.E.C.F, Diplôme d’Etudes Comptables et Financières).
With 20+ years of experience in Private Banking and Wealth Management, Eric has spent most of his career advising High- to Ultra-High Net Worth Individuals.
On the day-to-day, Eric and his team at Société Générale Private Banking deal with all aspects of their clients’ wealth: from managing their investment portfolios to helping them think and design their wealth planning and succession planning.
Eric also deals with his clients’ financing needs (Lombard lending, mortgage, or corporate) and regularly assists them with their passion investments (vineyards and art just to name a few).
Having been at the forefront of the wealth management industry for over 20 years, Francis has seen it evolve to meet the needs of the next generation of clients. His career has taken him to numerous countries and continents spanning companies including Citco and latterly IQ-EQ, working across Fund and Private Wealth management in both Hedge and Private Equity, Real Estate services.
Igor holds a Master’s degree in Management and Finance from LIBS (Ecole Supérieure de Commerce) in Paris and the University of North Carolina in Wilmington. He has also completed the Strategy in Action program with Cranfield School of Management and the High-Performance Leadership program at the International Institute for Management Development (IMD).
Five years ago, Igor acquired FreeLens, an audiovisual production company in Luxembourg, and has since focused on its strong development. Thanks to his corporate experience, Igor continues to advise CEOs on a regular basis and is a member of supervisory boards.
Jean-François Trapp is a partner and co-heads the Real Estate Department and the Banking & Finance practise at Baker McKenzie Luxembourg office. He has more than 20 years of experience in Luxembourg law. Prior to joining the Firm, he was partner in a Luxembourg law firm, where he headed the Real Estate department and co-led the Banking & Finance department of the firm. In 2007, he co-founded the Luxembourg law firm Roemers Trapp Pautot, a niche firm focusing on the real estate, real assets and infrastructure sectors.
Jean-François is the Vice-President and an Executive Board Member of LuxReal, the Luxembourg association of the professionals of the real estate sector.
Jean-Luc Dascotte is a partner in our Tax practice in Luxembourg. He is a tax specialist with more than 20 years’ experience in Luxembourg, France and Belgium. Jean-Luc advises clients on cross-border tax aspects of their operations. He has particular experience in private equity structuring for private clients and investments funds, real estate investments and IP holdings. He is also recognised for his expertise in investment finance and in supervising tax audits, conducting tax litigation and performing tax and legal due diligence examinations. In recent years, Jean-Luc has developed specific expertise in asset protection involving politically sensitive jurisdictions. Jean-Luc is recommended in various legal directories, including Legal 500 and the Tax Directors Handbook. He frequently authors contributions on tax matters. Jean-Luc is a member of the IBA, IFA and Association Luxembourgeoise d’Etudes Fiscales (ALEF).
Joanna specialises in providing comprehensive tax advice related to mergers and acquisitions and joint ventures and has over 25 years of experience.
Joanna advises on the selection of tax-efficient structures for conducting business, investing and carrying out transactions, both in Polish and foreign structures.
She has been involved in the establishment and reorganisation of many private and charitable foundations. She also advises family businesses and individual investors on inter-generational succession planning.
Her experience includes supporting Polish entrepreneurs and family businesses in building Polish and foreign structures to protect assets, adapt capital structures to business needs and raise capital.
Joanna is a member of the National Chamber of Tax Adviser.
Josée Weydert is the managing partner of NautaDutilh Luxembourg, where she heads the Luxembourg Banking & Finance practice. Josée specialises in financing, securitisation, (debt and equity) capital markets and financial regulatory matters.
Josée is a trusted advisor of numerous financial institutions, financial professionals and corporate groups. Due to her extensive experience working in the capital markets and structured finance departments at a well-known Luxembourg bank, she has particularly strong expertise in the banking and capital markets fields.
With more than 25 years of legal experience, Josée enjoys high recognition among both market players and clients. In 2020, Josée was named a Leading Expert in Banking & Finance Law in Luxembourg by Chambers Europe and as a Women Leader by the IFLR1000. Chambers notes that she has “profound knowledge of the products and services marketed in Luxembourg’s financial market and excellent working relationships with the government and regulators” and that clients value her “depth of expertise and long-standing experience in the banking industry”.
Josée and her team contribute regularly to various publications, including The Luxembourg Banking & Finance Comparative Guide (The Legal 500, 2019) and an article entitled “PSD2 Implementation in the Grand Duchy – Six Months Later” (ILO, 2019).
Josée obtained her law degree from the Robert Schuman University in Strasbourg (1992) and subsequently completed the two-year programme for young banking executives at the Luxembourg Training Institute for Banking (1995). She regularly speaks at conferences on topics relating to the financial sector.
Josée was admitted to the Luxembourg Bar in 1993.
She is a Luxembourg native and is fluent in English, French, German and Luxembourgish.
Katarzyna Ozga, born in Poland, studied International Relations at the University of Warsaw, and then she did her degree in European Interdisciplinary Studies followed by Master in European Law in France, both at the University Robert Schumann of Strasbourg.
In September 2003 Katarzyna joined the Eurimages Secretariat in Strasbourg where she worked as Administrative Assistant and Administrator until December 2005. Then she worked for several European and international film festivals e.g. Petersburg, Seville for two years. Having completed Atelier Ludwigsburg-Paris in 2008 Katarzyna came to Saarland (Germany) where she was appointed as Managing Director of the Saarland Film Commission. During this time, she gave lectures in film production at the HBKsaar (“School of Fine Arts”) in Saarbruecken.
Between May 2012 and December 2014, she was a production and project manager by Lucil Film (Luxembourg). Following the merger between Lucil and Samsa Film, she worked as a Head of Distribution and Promotion for Samsa Film. Katarzyna joined Iris Productions in January 2016 as a Head of Production. Since 2019 she is a General Manager of Iris Group and recently, she become a Producer within the company.
Katarzyna is member of two French-German film associations: Atelier Network (www.atelier-network.org) and the French-German Film Academy.
Kateryna has been working as a private banker for international clients for more than 10 years. She is an expert in wealth management and investment solutions for private clients and their families. She is passionate about assisting experienced entrepreneurs with the right approach for the transmission of their wealth to the next generation.
Kateryna is also a Certified Expert in Sustainable Finance.
Krzysztof Dabrowski is a Client Partner and the Country Manager for Poland at Pedersen & Partners. Mr. Dabrowski was instrumental in the establishment of Pedersen & Partners in 2001 and plays a key role in the continued strengthening of the firm on the Polish market with particular focus on general management, strategy, M&A and investment management solutions in the Financial Services industry. He brings over 18 years of experience in the executive recruitment industry, having successfully completed hundreds of middle and top managerial assignments across all sectors, working closely with clients in assessing organisational needs and introducing the right talent to take organisations to new levels of development.
Mr. Dabrowski holds an M.Sc. in Economics from the Warsaw School of Economics. Apart from his native Polish, he speaks fluent English.
Luc gained over 19 years a vast amount of experience as an IT specialist focusing on Enterprise Architecture, IT Governance, Risk Management, and IT Compliance.
Luc started his career at IBM Böblingen Labs in 2001 in the Research and Development of IBM’s EAI and later SOA product portfolio. He later worked at KPMG between 2012 and 2015 within the IT Advisory Department.
In 2015, Luc launched BHS S.A., which became MAQIT S.A. in 2017. As Managing Partner, he is in charge of Digital Transformation and Regulatory IT Advisory. His purpose is to assist multiple FinTech players in settling down in the EU and got involved in large-scale projects related to regulatory advisory and IT transformation.
Lukasz Malecki graduated from University of Economics with master degree in Finance. His professional career started in 2008 with TMF Group, where he was involved in administration of first two bank securitization transactions in Poland (Millenium and Raiffeisen bank leasing receivables). In 2010, Lukasz moved to Luxembourg and is continuously focused on securitization transactions. Since 2016, he is in charge of development of securitization and capital markets offering within Alter Domus and leading a team of around 20 professionals.”
A graduate of Finance and Banking at the Warsaw School of Economics and post-graduate studies in management, finance and negotiations. He completed postgraduate studies at the London Business School in the field of investment management.
Financier and economist focused on the European financial market. He started his professional career abroad, gaining experience for several years mainly in Israel and Great Britain.
He has many years of experience in customer service, financial consulting and team management.
Mansour Khalifé is an asset manager and a serial entrepreneur. He chairs the MNK Partners Group which he founded in 2017 to develop real estate investment solutions in both Europe and Sub-Saharan Africa.
Mansour was the co-founder and Deputy CEO of Corum AM from 2011 to 2017. He has significantly contributed to the development and success of the company which became the leading SCPI manager in France (€2 billion of assets under management in 2017).
Mansour has over 20 years of experience in fund management and corporate finance (Atis Real (now BNP Paribas Real Estate), UFFI REAM, Corum AM).
He holds a master’s degree in Management from ESCP-EAP (France) and an MBA from ESA Business School (Lebanon).
Mansour is married and the father of Karim (15 years old) and Liana (13 years old). Living in Luxembourg since 2020, he previously lived in Paris for more than 18 years.
Marek is a seasoned professional in real estate transactions and construction/infrastructure investment projects, corporate matters and M&A. He also specializes in IP and acquisition/sale of aircrafts and yachts.
He has vast experience in real property sale and acquisitions, leasing processes and implementation of infrastructure (energy and motorway) projects.
Among his clients are renowned international developers, construction companies and investors. He advised Doosan Skoda Power, Kulczyk Silverstein Properties, Orlen, and Polimex-Mostostal. Currently his clients include Adventum Group, CPI Property Group, Capgemini, Curtis, Immobel, Nielsen, P3 Logistic Parks, PATRIZIA and Strabag.
Marek has worked on a large number of projects for IT and telecommunications companies, while at the same time providing legal advisory services related to cooperation with start-ups.
He also has a long track record of transactions involving the sale, chartering and lease of planes, helicopters, yachts and superyachts.
Marek co-heads the firm’s Italian Desk, assisting a number of Italian clients in Poland (e.g. Technimont, Technip and KTI) and Polish clients that run their business in Italy.
Recommended by The Legal 500 EMEA 2024 in Real Estate, in Construction, as well as in Commercial, Corporate and M&A.
Marie Laure Goeres completed her studies in Economics in St Gallen, Switzerland. Having started her first company at the age of 18, she continues her entrepreneurial adventures at the side of her father, as General Manager of Goeres Hotels. She moved back to Luxembourg in 2020 where she has been working at Goeres Hotels since.
Of Luxembourgish and Polish nationality she embraces strong business cooperation between the two countries. Her first company is still active today with its main activity linking Polish furniture manufacturers with the Luxembourgish market.
Mariusz is a Managing Associate in Linklaters Investment Funds Practice in Luxembourg.
He advises major international asset managers on the setting-up, restructuring and operations of investment funds. He specializes mainly in regulated and unregulated Alternative Investment Funds (AIF) with a particular focus on ELTIFs, Real Estate and Private Equity funds. He also advises Linklaters’ clients on regulatory developments such as SFDR, MiFID, GDPR and SRD.
Mariusz spent several months on a secondment to a leading real estate investment manager. He also completed a six-month secondment to the Investment Funds practice of Linklaters in London.
Mariusz is a fully qualified member of the Luxembourg Bar (Avocat à la Cour). He is also a member of the Association of the Luxembourg Fund Industry (ALFI) and contributes to several working groups.
Mariusz holds a Master’s degree in European Banking and Financial Law (LL.M.) from the University of Luxembourg and a Master’s degree in Law (with honors) from the University of Warsaw.
He speaks Polish, English and French.
Martyna Lesz is a Polish citizen born and raised in Warsaw, Poland. After finishing her double master Degree in France, she started her first experience within the funds’ industry in 2017 in one of the largest European international banking group.
In 2019, she moved to Luxembourg in order to pursuit her career in the funds’ industry.. She speaks Polish, English, French and Italian.
In her spare time, Martyna is continuously developing her language skills by learning Luxembourgish. Her innate optimism allows her to build and maintain relationships with people from different environments.
After developing a professional career internationally in Finance and being passionate about new technologies, Mateusz decided to create AQTEEV, a recruitment agency specialised in attracting the finest IT and Finance profiles to Luxembourg.
Knowledge of the local market together with strong connections all over Europe help him find the best fit for top talents and companies.
As a business consultant, focused on identifying the needs of each Client and designing a dedicated solution. With many years of practice in the field of project management and effective building relationships with Clients at the local and global level, supports organizations in building awareness of diverse business solutions available in a wide range of TMF services. Shares knowledge and experience based on current outsourcing trends and local expertise in the field of HR administration, payroll solutions, tax compliance and accounting field.
Paul Potocki is Tax Director in the KPMG Luxembourg alternative investment group and has 13+ years of experience in the structuring of cross-border transactions and also assisted many asset managers with the setup of their fund vehicles in Luxembourg. His particular geographical focus is the CEE and notably Poland. Paul speaks fluently Polish, German, French and English. Paul holds an LL.M. Master’s degree in M&A from Chicago-Kent and a Master’s Degree from the University of Paris XII. He is an inactive member of the New York, Munich and Luxembourg Bar.
Pawel Hermeliński is a partner of CMS Luxembourg Corporate/M&A practice group. As such, he assists financial institutions, private equity investors and multinational groups on M&A and joint venture transactions, as well as on the structuring and restructuring of corporate groups.
He focuses on Luxembourg corporate and contract law and has extensive experience in the field of national and cross-border mergers and acquisitions, structuring of joint venture investments and organising exits.
Pawel speaks fluently Polish, French and English. He was admitted to the Luxembourg Bar in 2008.
Recognition
Education
A graduate of the Warsaw Business School in the field of Management and Marketing. He was awarded the Master of Business Administration degree by the Polish Academy of Sciences.
He also completed post-graduate studies at the Warsaw School of Economics in the field of Information Management Systems and obtained an Accountant Certificate granted by the Minister of Finance of the Republic of Poland, confirming his qualifications and entitlement to provide accounting services. In 1995-2001, he worked for CA IB Transfer Agent where he was Director of the Investment Fund Service Department. From 2001, within the structure of BRE Transfer Agent, he was responsible, among others, for the Strategy and Development Department and the Customer Service Department. From 2008, he was a Member of the Management Board of ProService AT responsible for the Customer Service Department. In 2010, he was appointed President of the Management Board of ProService Finteco.
Pierre-Régis is a tax partner with significant experience on tax structuring of cross-border transactions and on-going tax management. As such, he handles high-value tax matters for asset managers and financial institutions which have operations in or through Luxembourg.
PricewaterhouseCoopers, Société coopérative
2, rue Gerhard Mercator B.P. 1443 L-1014 Luxembourg
Over the course of his professional career, Piotr has continued to focus on capital markets. He has supervised almost 500 bond issues, both private transactions and Catalyst-listed ones. He has also advised on debt-financed projects in project finance, mezzanine and cross border transactions worth in total PLN 7 bn.
Piotr has also handled takeovers on the regulated market and transaction structuring for private equity deals, incl. M&A, IPOs and PAIP, with a strong focus on transactions for financial institutions. He has drafted dozens of prospectuses and information memoranda. Piotr also advises on insolvency matters and provides ongoing services for corporate clients.
Piotr has been recommended by Chambers Europe and Global 2024 in the capital markets: debt category and by The Legal 500 EMEA 2024 in the capital markets category, as well as IFLR1000.
Piotr has over 25 years’ experience in custody, depositary and administration services for funds domiciled in Poland and Luxembourg gained at Deutsche Bank S.A. in both locations as Executive Director and conducting officer.
For 18 years (1998 – 2016) Piotr was also member of Executive Committee of Custodian Bank Council at Polish Banks Association, and in 2005 – 2016 he was member and Head of Advisory Board to Management Board of National Depository for Securities (KDPW S.A.) in Poland. In 2016 Piotr was awarded Polish National Bank’ medal of honour “for merits for the Banking Industry”.
Przemyslaw has over 21 years of experience in the financial services industry. He joined Royalton Partners in 1997.
Przemyslaw is a conducting officer and member of the management board of Royalton Partners S. A. He is also a member of investment committees and director of investment funds managed by Royalton Partners and member of the boards of portfolio companies engaged in infrastructure, real estate and IT.
Prior to joining Royalton Partners, Przemyslaw was the CEO of W. Frackowiak & Partners, now F5, an M&A and management consulting firm based in Poland. He served as a non-executive board member of several construction companies.
Przemyslaw started his career as a civil engineer in the construction industry and holds a Master of Science degree in Civil Engineering from the Technical University of Poznan and an MBA from INSEAD, France.
After studying law at the University of Trier, Germany, Sabine Said went on to do her practical training, part of which took place in the USA. She successfully completed her education in 2005 by passing the 2nd Legal State Examination. She joined Moventum the same year, starting as Compliance Officer in which role she was instrumental in establishing the Legal and Compliance Department. She is now Chief Compliance Officer and Head of Legal and Compliance, thus being the contact for regulatory bodies in Luxembourg, Germany, Austria and elsewhere. Sabine Said has been a member of the Management Committee since 2006 and in 2013 she was named Executive Vice President, becoming a member of the Executive Management of Moventum. Among her major achievements to date are the implementation of MiFID and various anti-money laundering guidelines.
Sandra leads TMF’s Multinationals and Private Equity Department since February 2020 and she also acts as manager on the Boards of several client entities.
She has 15 years of work experience in the market, supported by many legal and financial trainings. She has a track record in corporate, legal, management and administration within service providers in Luxembourg and Poland. Before joining TMF Group, she spent seven years as with a major Corporate Service Provider, respectively 4 years in Poland and 3 years in Luxembourg. In TMF, she is managing a team of 30 persons.
Sandra holds a Master of arts in Law from the University of Social Sciences and Humanities in Warsaw and Master of Arts in Psychology from the Cardinal Stefan Wyszynski University in Warsaw.
20+ years experience in large and international Programme Management for major accounts (European Institutions, Royal Dutch/Shell, Procter&Gamble, PROXIMUS, Eli Lilly, Eurocontrol, BNP Paribas Fortis, Axa, ING).
Now putting this experience at the service of my new role as international business development manager for a trustworthy umbrella company.
As Chief Commercial Officer, Stephen is responsible for the growth of Altum’s Alternative Asset services focusing on Debt, Real Assets and Private Equity alongside developing our ESG offering.
He has more than 15 years’ experience in the financial services industry and is an Associate Chartered Secretary with a degree in Accounting and Finance. He is passionate about ESG and has recently passed the ESG Investing Certificate by CFA, and currently chairs the ESG Committee at Altum and is a regular speaker at industry events.
Prior to joining Altum, Stephen was Global Product Head for Private Debt and Capital Markets at Sanne Group Plc and prior to Sanne he managed the Capital Markets team at a global investment bank.
With over a decade in the realms of accounting and consulting, notably with industry Deloitte and Ernst and Young, Mr. Volotovsky has carved a niche as an adept independent consultant. His seven-year journey in this role has been marked by a profound focus on operations, compliance, and administration, offering invaluable insights to both corporate entities and private equity groups. Beyond these, his engagement as an independent director has further honed his acumen in these fields.
Mr. Volotovsky’s repertoire extends to company liquidation and business consulting, areas where his expertise is not just an asset but a guiding force. As a member of the Institut Luxembourgois des Administrateurs and the Luxembourg Association of Compliance Officers, his proficiency in compliance and operations is beyond question. These roles, combined with his background as a retired Certified Public Accountant (CPA, USA) and his affiliation with the American Institute of Certified Public Accountants (AICPA), lay a robust foundation in accounting and finance.
Our firm, Vie Key Consulting, leveraging Mr. Volotovsky’s extensive experience and expertise, is adept at navigating the complex landscapes of business consulting and company liquidation. We are not just committed to meeting the diverse needs of our clients but are driven to exceed their expectations, offering a service level that is both comprehensive and tailored to the unique challenges and opportunities each client faces.
Bill has extensive experience in Polish and Central European private equity investments having made his first principal investment for EBRD in 1992. He has raised and managed multiple private equity funds and invested in companies across the region, serving as an active member of their Boards. He has been involved in the industry as a member of the Invest Europe and EMPEA Councils and served as Chairman of Invest Europe’s Professional Standards Committee.
WOJCIECH KĄDZOŁKA is a Spokesperson at InPost.
Public Relations Manager with several years of experience. For 8 years he has been working for InPost, which revolutionized the parcel delivery market in Poland, where he works as a Spokesperson, managing communication and brand image.
Wojciech specializes in management consulting and brand strategy building. He has experience in crisis communication – he developed projects for companies listed on the Warsaw Stock Exchange. He is a graduate of doctoral studies in economics at the Polish Academy of Sciences.