The teams of SwissAnalytics and Castle Hall comprise more than 30 specialists, who are committed to maintaining the highest ethical standards and the best practices set forth by the multiple professional associations to which they belong.
Collectively, our team has experiences in:
- Auditing of traditional and alternative investment vehicles
- Fund accounting of both single funds and funds of funds
- Managing fund operations
- Fund research
- Portfolio management
- Risk Management
Christian Nauer, CFA, M.A. HSG
Christian began his alternative investment career with Man Investments, a leading global fund of hedge funds, with the Relative Value Team within the RMF subsidiary. During this time, he became primarily responsible for co-managing RMF’s commodities strategies and energy funds (combined $2.5 billion AUM), in addition to sourcing funds, and advising portfolio management on commodity strategies. At the same time, he was responsible for formulating and presenting market opinions. After completing his assignment with Man Investments and prior to joining SwissAnalytics, Christian shifted focus and took on the challenge of restructuring a distressed fund of funds portfolio for Horizon 21. Being entrusted with legacy position management and an investment mandate overhaul, he worked in close concert with underlying managers and investors to bring about an orderly and timely liquidation of the portfolio.
Christian has been conducting onsite due diligence for over ten years and, having spent several years based in New York, has developed a profound knowledge of a wide range of alternative and traditional investment strategies, as well as their operational, legal, and strategy risks.
Christian holds a Master’s degree in Finance and Capital Markets from the University of St. Gallen (HSG) and is a CFA charterholder. He serves as the Advocacy Chair and is a member of the CFA Pension Committee of the CFA Society Switzerland.
Christopher J. Addy, CPA CA FCA CFA
Chris is one of the industry’s very first operational due diligence professionals. After audit experience with both Deloitte and PwC, Chris began his due diligence career in 1997 with Atlantic Philanthropies (a multi billion dollar foundation and early hedge fund investor). Chris then joined UBP (2001) and co-founded Amber Partners (2004).
Chris is also a leading advocate for enhanced standards and practices across the investment management industry. External to Castle Hall, Chris is chair of the CFA Institute Capital Markets Policy Council (CMPC) and is a founding member of the Executive Committee of the Fund Governance Association.
Chris is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Canadian Institute of Chartered Accountants and the Ordre des comptables professionnels agréés du Québec. He is also a CFA (chartered financial analyst) charterholder and a member of the Montréal CFA society.