Willen­bacher Advisory

Sound, professional sales consulting improves sales and ensures customer satisfaction.

Professional sales consulting boosts efficiency and helps you gain the benefits of an excellent market presence – right from the outset. It helps you avoid discontent and provides effective market guidance.

You reap the benefits of more than 27 years’ professional experience in securities sales, both at home and abroad. Make your sales processes smoother and faster – and achieve higher sales.

Willenbacher


Services

There is nothing on this earth – no product, no service, no idea, and no point of view, that does not need to be sold in some way.

Private Equity
Alternative Products
Investment Funds
Media & Events
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AIFM

Private Equity

PRIVATE EQUITY/VENTURE CAPITAL

 

Are you planning to launch a new private equity or venture capital fund, or plan to attract new investor groups for an exit transaction?

Then you will be best served by a professional partner who knows the needs of your potential new investors in detail and also how to analyse them. A partner who advises you on your sales approach and supports you throughout the entire fund-raising period.

With our advice and services, you will not only become more successful and efficient in fundraising, you will also be in a position to build up lasting relationships with investors.

Download the PDF for more detailed information.
PDF-DownloadPRIVATE EQUITY/VENTURE CAPITAL

 

In our function as a tied agent pursuant to Section 2 (10) German Banking Act, we offer the following financial services for the account of and under full liability of First Quant GmbH, Schwäbische Straße 5, 10781 Berlin on the following web pages: investment advice, Section 1 (1a) No. 1a German Banking Act | investment brokering, Section 1 (1a) No. 1 German Banking Act | contract brokering, Section 1 (1a) No. 2 German Banking Act. Your future contractual partner, First Quant GmbH, has been issued the required permits by Bundesanstalt für Finanzdienstleistungsaufsicht (Bafin). Willenbacher Advisory GmbH is listed in the publicly accessible register of BaFin and FMA (Austrian Financial Market Authority) of tied brokers. Further information is available in the section on editorial information on this site.

Alternative Products

ALTERNATIVE PRODUCTS

 

Are you planning to sell a product from the alternative investment segment, but do not know the legal framework conditions in detail or the exact requirements of your potential new investors in Austria?

Willenbacher Advisory assists you with the wording of your sales concept, helps you throughout the entire product introduction phase, and offers extensive and flexible support. We check the market viability of your products and accompany you throughout the approval procedures for Austria and neighbouring countries.

With our advice and services, you will not only become more successful and efficient in fundraising, you will also be in a position to build up lasting relationships with investors.

Download the PDF for more detailed information.
PDF-DownloadALTERNATIVE PRODUCTS

 

In our function as a tied agent pursuant to Section 2 (10) German Banking Act, we offer the following financial services for the account of and under full liability of First Quant GmbH, Schwäbische Straße 5, 10781 Berlin on the following web pages: investment advice, Section 1 (1a) No. 1a German Banking Act | investment brokering, Section 1 (1a) No. 1 German Banking Act | contract brokering, Section 1 (1a) No. 2 German Banking Act. Your future contractual partner, First Quant GmbH, has been issued the required permits by Bundesanstalt für Finanzdienstleistungsaufsicht (Bafin). Willenbacher Advisory GmbH is listed in the publicly accessible register of BaFin and FMA (Austrian Financial Market Authority) of tied brokers. Further information is available in the section on editorial information on this site.

Investment Funds

UCITS INVESTMENT FUNDS

 

Do you intend to launch a new investment fund for retail or institutional clients, but do not know the exact legal framework conditions or the requirements of your potential new clients?

Willenbacher Advisory helps you with the wording of your sales concepts and supports you throughout the entire product introduction phase – flexibly and whenever you need help. We check the market viability of your products and accompany you throughout the approval procedures for Austria and neighbouring countries.

Backed by our advice and services, you will achieve greater success and improve the efficiency of your fundraising efforts, giving you more scope to build lasting relationships with investors.

Download the PDF for more detailed information.
PDF-DownloadUCITS INVESTMENT FUNDS

 

In our function as a tied agent pursuant to Section 2 (10) German Banking Act, we offer the following financial services for the account of and under full liability of First Quant GmbH, Schwäbische Straße 5, 10781 Berlin on the following web pages: investment advice, Section 1 (1a) No. 1a German Banking Act | investment brokering, Section 1 (1a) No. 1 German Banking Act | contract brokering, Section 1 (1a) No. 2 German Banking Act. Your future contractual partner, First Quant GmbH, has been issued the required permits by Bundesanstalt für Finanzdienstleistungsaufsicht (Bafin). Willenbacher Advisory GmbH is listed in the publicly accessible register of BaFin and FMA (Austrian Financial Market Authority) of tied brokers. Further information is available in the section on editorial information on this site.

Media & Events

MEDIA & EVENTS

 

The right contacts with special interest periodicals and journalists can substantially raise the recognition level of your company and product range, and will help you avoid wasting resources, which may happen in a more scattered targeting approach.

Specialist circles, often organized by interest group associations, can give an enormous boost to the perception levels in your target groups. We can also open doors to numerous highly-regarded associations, which has positive public relations effects.

You also have the option of contracting Willenbacher Advisory only for specific modules of the full programme. Additionally, we organise road shows including detailed attendee lists. And follow-up services are part of the package, of course.

We organise conferences and round table discussions that give you a platform to present your expert knowledge to an interested audience. The complete organisation of trade fairs is also part of our range of services.

Willenbacher Advisory – The key to effective and lasting success.

 

In our function as a tied agent pursuant to Section 2 (10) German Banking Act, we offer the following financial services for the account of and under full liability of First Quant GmbH, Schwäbische Straße 5, 10781 Berlin on the following web pages: investment advice, Section 1 (1a) No. 1a German Banking Act | investment brokering, Section 1 (1a) No. 1 German Banking Act | contract brokering, Section 1 (1a) No. 2 German Banking Act. Your future contractual partner, First Quant GmbH, has been issued the required permits by Bundesanstalt für Finanzdienstleistungsaufsicht (Bafin). Willenbacher Advisory GmbH is listed in the publicly accessible register of BaFin and FMA (Austrian Financial Market Authority) of tied brokers. Further information is available in the section on editorial information on this site.

AIFM

AIFM

 

AIFM company

You want to know whether your company comes within the scope of AIFM legislation?

Is your company able to provide advice and brokering services for alternative investment funds?

What effects will the new AIFM legislation have on your company?

 

AIFM product

What requirements must your product meet to qualify for AIFM passporting?

Do you need assistance with the European passport for your AIFM product?

Is your product eligible for marketing to retail investors in Austria, Germany and France?

 

AIFM distribution

Are you looking for distribution partners for your AIFM product in Germany, Austria and France?

Do you need a feasibility study for market entry of your AIFM product?

Would you like to build up a network of contacts to public authorities, regulators and interest groups for your AIFM product?

 

Contact – Inquiry

aw@willenbacher-advisory.com

 

In our function as a tied agent pursuant to Section 2 (10) German Banking Act, we offer the following financial services for the account of and under full liability of First Quant GmbH, Schwäbische Straße 5, 10781 Berlin on the following web pages: investment advice, Section 1 (1a) No. 1a German Banking Act | investment brokering, Section 1 (1a) No. 1 German Banking Act | contract brokering, Section 1 (1a) No. 2 German Banking Act. Your future contractual partner, First Quant GmbH, has been issued the required permits by Bundesanstalt für Finanzdienstleistungsaufsicht (Bafin). Willenbacher Advisory GmbH is listed in the publicly accessible register of BaFin and FMA (Austrian Financial Market Authority) of tied brokers. Further information is available in the section on editorial information on this site.



Products

Sound, professional sales consulting improves sales and ensures customer satisfaction.

Willenbacher
Investment Funds
Renewable energies
Private Equity
Real Estate

Investment Funds

Since 2021 sales consulting & business development for OFI Invest in Austria.
www.ofi-invest.com

Since mid-January 2017 sales consulting and business development for Gemway Assets in Austria and Liechtenstein.
www.gemway.com
Podcast - Die Börsenminute
Podcast - Die Geldmeisterin
Since 2014 sales consulting & business development for La Francaise AM in Austria and Liechtenstein as well as Slovenia, Slovakia and Latvia.
www.la-francaise.com
Since 2014 business development for Ferox Capital in Austria and Liechtenstein.
www.CQS.com
Since 2011 sales consulting & business development for Mandarine Gestion in Austria and Liechtenstein as well as CEE.
www.mandarine-gestion.com
Sales consulting & business development for KATHREIN PRIVATBANK funds in Switzerland, France and Monaco (2010 – 2013).
www.kathrein.at
Sales consulting for ERSTE SPARINVEST FUNDS in Switzerland, France and Monaco (2008 – 2010).
www.erste-am.com

Renewable energies

Sales consulting (2012 – 2013)
www.clean-capital.at

Private Equity

Swen Capital Partners

SWEN CAPITAL PARTNERS: Fundraising for SWIFT 2: Impact Infrastructure Equity Fund & Mezz Flex 3: SME Debt Fund distribution in Austria, Liechtenstein as well as CEE&SEE.
www.swen-cp.fr

Sales consulting for the fund raising process for PONTIS GROWTH CAPITAL II (2008 – 2012).
www.pontiscapital.at
Dahlia
Buy-side consulting for Dahlia Partners (2009 – 2011).

Real Estate

IVG

Sales consulting for HRI LUX 1 – Open real estate fund for institutional clients based in Luxembourg (2010 – 2011).

Cuubuus

Sales consulting for the compilation of the pitchbook for commercial real estate development projects in CEE (2010).
www.cuubuus.at

Andreas Willenbacher


Profile

I began my career in 1990 as a seconded student at Erste Bank in securities clearing and settlement; afterwards I switched to branch office sales, gaining almost four years experience there. Sales was an area with a high degree of diversity during very dynamic times for the Vienna Stock Exchange.

In the autumn of 1994, I completed an exchange programme at the renowned French École des hautes études commerciales (HEC) in Paris, specializing in the area of international finance, under the management of numerous recognized experts and practitioners.

 

Read more

 

We are successful, not when we use others, but only when we are of use to them.

After my time as a sales assistant at Société Générale in Paris in Fixed Income and Derivatives Sales, I moved back to Vienna into Institutional Bond Sales at Erste Bank. At Erste Bank, I was primarily responsible for building up a foreign client base for bonds. The clients included banks and investment companies in Austria and abroad.

After this, in the autumn of 1995, I received an offer from what was then Creditanstalt-Bankverein. As CA-BV was then in a state of transition in its Fixed Income Sales department, I was able to acquire both large Austrian investors and numerous foreign investors as clients. The products included a range of plain vanilla government bonds as well as structured products from the fixed income segment, which were becoming increasingly popular at the time.

As I wished to gain more experience abroad, in the summer of 1997 I took the opportunity in Paris to join Caisse des Dépôts et Consignations, and respectively at its subsidiary CDC Marchés, to completely build up bond and derivatives sales for Austrian customers. The product portfolio covered the spectrum from simple government bonds, mortgage bonds and structured products, to OTC options on bonds as well as complex equity structured products. As a result of the success achieved, my team expanded continuously.

In the spring of 2000 I was contacted by what was then the rather small Meinl Bank in Austria.

There is nothing on this earth – no product, no service, no idea, and no point of view, that does not need to be sold in some way.

There I held the position of group leader of the fixed income desk, and was product specialist for all bonds and fixed-income products. One specialisation that I acquired in Paris and was able to deepen significantly at Meinl Bank was so-called “Sales Trading” in semi-liquid bonds and non-liquid bonds, where I attained a high market share. In addition, I was responsible for secondary market trading in structured products, which developed very dynamically, particularly in the last few years. The in-house Internet-based fair value assessment method applied was also a great advantage. In this area, the bank was certainly one of the market leaders for a relatively long period.

Apart from product responsibility I also had, of course, client responsibility. The emphasis here was on banks and funds and some insurance companies in Austria as well as on real estate funds in France and private banks in Switzerland and Monaco. Beyond this, I also maintained numerous contacts with Liechtenstein and Luxembourg. My specialty was business development with new customers. This field of activity is something I enjoy very much and this helped me to conclude my first business transactions with clients from the Middle East (Dubai, Abu Dhabi), primarily on the equity side.

Börsepeople im Podcast S2/21

Andreas Willenbacher – Finanznachrichten

https://boersenradio.at/page/podcast/3472

 



Press Releases

In times like these professional consulting in the sales process is particularly important!

Press Releases


Contact

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Mag. Andreas Willenbacher

aw@willenbacher-advisory.com

Tel. +49 (0) 228-4108-0 & Fax: +43 1 923 37 07
Cell phone: +43 676 91 91 361

Willenbacher Advisory GmbH
Anton-Baumgartner-Straße 44/B1/4/2
1230 Vienna
Austria

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