Mag. Albrecht Herholdt

Consulting financial services firms on wealth management and wealth planning topics.

UHNWI wealth and tax planning, structuring and client advisory Product manager for private funds, companies, trusts and foundations (deputy), structured finance External provider management: out- and insourcing Cross-border Offering Management covering all wealth planning products and encompassing legal, risk and regulatory compliance Wealth Planning Marketing and Communication Project management Team leadership including responsibility of oversight of insurance offering

- Product Legal lead on all Fund Legal and Regulatory matters in EU (including UCITS) - Product Legal lead on all Legal and Regulatory matters in South America, Africa, Middle East and India - Product Legal lead on multi-manager fund of fund business (largely off-shore) - Product Legal lead on AHL hedge-fund (world-leading quantitative hedge fund) - Manage negotiations of all agreements relating to products with third parties - Manage external counsel relationship as well as relationship with regulator

 General Counsel (legal and regulatory and compliance)  Negotiation of Joint Venture and setting up of the business  Lead negotiator with external parties (including sale and distribution agreements; marketing agreements; agency agreements; IT license, supply & maintenance agreements; consulting agreements; supply agreements; lease agreements; finance agreements with banks; HR agreements and insurance agreements)  Setting up and leading IT Service Management

Experience: Corporate including M&A, Technology, Media, Telecommunications, Tax, Commercial Litigation, Trust Law, Employment, Construction & Engineering, Real Estate

Duties and Experience gained:  Head of operations  New business development for large strategic international transactions  General counsel (legal, regulatory and compliance) Additional Functions, Initiative and Achievements:  Member of Executive Management Committee  Company Secretary

University of Cape Town (Top 100 Financial Times Business School). Thesis/Research: “The issuing of shares by a bidder during take-overs: damages and loss considered.”

University of Stellenbosch (Top Ranked University in South Africa).

Business/Commerce, General; Economics; Law; Accounting