Experta ups its game to meet the needs of an increasingly demanding clientele
Luxembourg, February 11, 2014 – Experta Corporate and Trust Services SA (Experta), a wholly owned subsidiary of Banque Internationale à Luxembourg (BIL), has decided to refocus on its core business and has strengthened its management team.Experta now has around 50 professionals providing Global Corporate Services to international customers seeking to structure their asset acquisitions, holdings, management and transfers as well as their private equity and real estate investments.
In today’s highly regulated and secure environment, Experta’s number one objective is to meet the needs of an increasingly demanding clientele by offering customised solutions and services as part of a highly professional package.
With this in mind, the Corporate Services, Accounting Services, Tax Services and Investment Funds Services teams have been expanded and reorganised, allowing them to provide high value-added services covering everything from the creation, management, domiciliation and administration of regulated and unregulated investment vehicles to the use of hybrid financing and investment tools.
The market teams, now part of the Markets & Business Development department, will be actively involved in promoting Experta’s services, both in Luxembourg and elsewhere in Europe (Germany, France, Switzerland and the UK) as well as further afield (Asia, Latin America, the Middle East and Russia).
Based on the concept of open architecture, Experta will also strengthen its ties with law, audit and accounting firms and with various financial entities, family offices, private equity firms and other asset/investment managers so as to offer its customers the most comprehensive range of wealth management and wealth structuring solutions possible.
Adrian Leuenberger, member of BIL’s Management Board and Head of Wealth Management, welcomes Experta’s new focus: “Experta is responding to the very recent shift in the needs of private, corporate and institutional customers who are now looking for compliant and innovative investment and asset structuring solutions which must reflect the regulatory and legislative developments that have taken place in Luxembourg and throughout the world in the last few years.”
Experta, a new management team
Jean-Marie Bettinger, CEO, is a tax lawyer with 15 years of experience managing wealth. Before joining the BIL group, he held the position of General Manager at T&F Luxembourg. Prior to that, at MDO/TDO, he oversaw, as an independent director, a diverse range of Luxembourg-regulated investment and commercial companies. He also was involved in setting up a Luxembourg multi-family office, as the Managing Director of Reyl Private Office (Luxembourg).
Fabio Mastrosimone, Head of Markets and Business Development, is a tax lawyer with 12 years of experience in wealth management. After working in sales at SEB, he joined Experta in 2006 and, in 2010, took over the management of the South Europe & LatAm markets. He is currently in charge of wealth management sales operations.
Cécile Methlin, Chief Financial Officer, has a Master’s degree in Business Management specialised in accounting and finance. She began her career in a trust company and now boasts over 15 years’ experience in finance, management control and project management. She joined BIL in 2011 before becoming part of Experta’s management team on February 1, 2014.
Magali Micheletti, Head of Corporate Services, has a Master’s degree in Applied Languages. With over 10 years of experience as a legal consultant, notably at Clifford Chance, she joined Experta’s management team on January 15, 2014. Before moving to the BIL group, she was Deputy General Manager at T&F Luxembourg.
Dominique Van Giessen, Head of Compliance, Legal & Secretary General, is a qualified lawyer and economist with over 20 years’ experience in the fields of risk management and compliance. She joined BIL in 1992 and specialises in issues specific to institutional customers. After moving to Experta in 2010 she became a member of its management board at the end of 2013.