Claude Schortgen

An experienced quadrilingual specialist in Luxembourg (UCITS and AIF fund structures) and UK (OEIC vehicle) based investment funds, with a passion for providing exceptional service. Self-motivated, long-term-oriented manager with a strong organisational, project management, and interpersonal mindset. Keen to take on new challenges, and grow professionally.

Previously acting as Conducting Officer for T. Rowe Price's Luxembourg product suite and being responsible for the design and building of new and existing investment fund structures outside of North America including, Luxembourg, the UK, and the Cayman Islands.

Specialities

• Cross-border fund creation, management and distribution of UCITS and Alternative Investment Funds across Europe, LATAM and Asia
• Knowledge of Internal Audit and Transfer Agency oversight
• Business Risk and Compliance
• MIFID II Product Governance
• Identifying, reviewing and implementing regulatory projects
• Project Management

I worked for nearly 15 years at T. Rowe Price where I designed, established and managed investment funds based in Luxembourg, Australia and the UK. I was also responsible for business risk, governing the product lifecycle and project management for the EMEA Product Team.

Industrial engineering: Quality Management, Solar Energy, Strategic Project Planning