About Us

MTCM Investment AG is a leading provider of advisory services for Alternative Investments. The company has been founded in 2010 and is based in Feusisberg, Switzerland.

Why Us

Our background in structuring and issuing of investment products within the top Investment Banks and our solid know-how in the Derivatives Market build the core strengths in order to provide you with the most innovative Investment ideas and implementations.

A solid basis of trust, short communication channels and transparency will be sure to make us your advisor of choice.

Our vision and values

We aim to be the best and most respected independent investment advising firm by providing outstanding client service.
Our fundamental values consist of transparency, excellence, innovation and dedicated service for our partners and their needs.

Marcos Montero /  Partner
Head of Sales

Marcos brings a wide experience in Investment Banking. After completing the University of St.Gallen, HSG, in 2003 with a Master in Financial Markets Theory and a thesis in Catastrophe Bonds, he started in the Fixed Income Trading Division of BNP Paribas covering the Swiss Institutional Market. There he earned wide experience in the pricing and issuing of Bonds, as well as in structuring and valuating all kinds of interest rates and credit Derivatives. In 2008 he started at Credit-Suisse as Vice President, in charge of structuring and marketing all kinds of EMTN Notes, Structured Products, Fund linked Products, algorithm Strategies, CDO’s and alternative Investments. In 2010 he co-founded an innovative Real Estate company in Switzerland with focus on swap mortgages in combination with mezzanine loans.

He speaks English, Spanish, French, Portuguese, Italian and German,

Marcos Montero /  Partner Structured  Products Specialist

Marcos brings a wide experience in Investment Banking. After completing the University of St.Gallen, HSG, in 2003 with a Master in Financial Markets Theory and a thesis in Catastrophe Bonds, he started in the Fixed Income Trading Division of BNP Paribas covering the Swiss Institutional Market. There he earned wide experience in the pricing and issuing of Bonds, as well as in structuring and valuating all kinds of interest rates and credit Derivatives. In 2008 he started at Credit-Suisse as Vice President, in charge of structuring and marketing all kinds of EMTN Notes, Structured Products, Fund linked Products, algorithm Strategies, CDO’s and alternative Investments. In 2010 he co-founded an innovative Real Estate company in Switzerland with focus on swap mortgages in combination with mezzanine loans.

He speaks English, Spanish, French, Portuguese, Italian and German,

Edwards is a well-versed investment structuring professional, who has developed a career in the financial services industry providing family offices, asset managers, and institutional clients with investment structuring and cross-border transaction services. This includes, but is not limited to the setup and management of investment structures, alternative investment funds, and securitisation vehicles.

Edwards is fluent in English, German and Spanish; and has an elementary proficiency in Italian and Portuguese.

Edwards Carrasco /  Partner Securitisation Specialist

Edwards Carrasco /  Partner Securitisation Specialist

Edwards is a well-versed investment structuring professional, who has developed a career in the financial services industry providing family offices, asset managers, and institutional clients with investment structuring and cross-border transaction services. This includes, but is not limited to the setup and management of investment structures, alternative investment funds, and securitisation vehicles.

Edwards is fluent in English, German and Spanish; and has an elementary proficiency in Italian and Portuguese.

Dr. Patrick Knaus /  Partner Structured Products & Derivatives Specialist

Patrick has extensive experience in financial risk management and implementation of hedging strategies using derivatives. Prior to joining MTCM, he was Senior Portfolio Manager at UBS Global Asset Management. As Head Trader of the structured fixed income team of UBS Investment Bank in Switzerland and Hong Kong he covered the full life-cycle of structured EMTN notes from issuance over market making to unwind. Patrick holds a PhD in physics from University of Karlsruhe for his research activity at CERN and has a strong background in data analysis and modelling.

Dr. Patrick Knaus /  Partner Structured Products & Derivatives Specialist

Patrick has extensive experience in financial risk management and implementation of hedging strategies using derivatives. Prior to joining MTCM, he was Senior Portfolio Manager at UBS Global Asset Management. As Head Trader of the structured fixed income team of UBS Investment Bank in Switzerland and Hong Kong he covered the full life-cycle of structured EMTN notes from issuance over market making to unwind. Patrick holds a PhD in physics from University of Karlsruhe for his research activity at CERN and has a strong background in data analysis and modelling.

Melanie has over twenty years experience in international investment and private banking. She started her career with Enron in London working as a Power Trader. Melanie then gained extensive experience in the Fixed Income and Credit Markets working as a Sales Trader for major Investment Banks. She subsequently headed the Investment Consulting Team for international High Net Worth individuals in Credit Suisse Private Banking in Zürich, Switzerland before she founded her own independent wealth management company. Alchemy Capital AG, in 2008. She has in-depth knowledge and trading experience of financial markets across all asset classes.

She holds a Master’s degree from the University of St. Gallen HSG Switzerland with focus on Finance and Capital Markets and a CEMS (Community of European Management Schools) Master’s in European Business Management. She is a doctoral candidate and assistant at the Swiss Institute for International Economics and Applied Economic Research at the University of St. Gallen HSG.

 

Melanie Stauffer
Strategic Partner
Structured  Products
Melanie Stauffer
Strategic Partner
Structured  Products

Melanie has over twenty years experience in international investment and private banking. She started her career with Enron in London working as a Power Trader. Melanie then gained extensive experience in the Fixed Income and Credit Markets working as a Sales Trader for major Investment Banks. She subsequently headed the Investment Consulting Team for international High Net Worth individuals in Credit Suisse Private Banking in Zürich, Switzerland before she founded her own independent wealth management company. Alchemy Capital AG, in 2008. She has in-depth knowledge and trading experience of financial markets across all asset classes.

She holds a Master’s degree from the University of St. Gallen HSG Switzerland with focus on Finance and Capital Markets and a CEMS (Community of European Management Schools) Master’s in European Business Management. She is a doctoral candidate and assistant at the Swiss Institute for International Economics and Applied Economic Research at the University of St. Gallen HSG.

 

Nicolas Serratosa
Junior Partner
Structurer / Sales

Nicolas holds a Bachelor with Honors in International Politics from City University of London and a Master in Finance from Madrid’s IE University. He has previously worked with alternative investments at a hedge fund in London and in the financial department of the multinational Uralita in Leipzig, Germany, and St. Petersburg, Russia. Prior to joining MTCM he also spent some years structuring and selling European Medium Term Notes in Madrid and Miami. Nicolas has extensive experience in structuring investment vehicles, with a particular focus on structured Notes. He is fluent in Spanish, German, English and French.

Nicolas Serratosa
Junior Partner
Structurer / Sales

Nicolas holds a Bachelor with Honors in International Politics from City University of London and a Master in Finance from Madrid’s IE University. He has previously worked with alternative investments at a hedge fund in London and in the financial department of the multinational Uralita in Leipzig, Germany, and St. Petersburg, Russia. Prior to joining MTCM he also spent some years structuring and selling European Medium Term Notes in Madrid and Miami. Nicolas has extensive experience in structuring investment vehicles, with a particular focus on structured Notes. He is fluent in Spanish, German, English and French.