Who we are

nordIX AG was founded in 2009 by Moritz Schildt and Claus Tumbrägel. We are active as asset managers for individual clients and mutual funds. In our capital markets business we act as a broker in fixed income securities for institutional investors and banks. Our core competency is bonds and fixed income products. Our brokerage team has a focus on illiquid bonds from financial institutions and governments and aims to bring together seller and buyer in an efficient and cost-effective manner. Our international network comprises banks, asset managers and other institutional investors and enables us to quickly and discretely identify  suitable counterparties even for high volume  transactions. Our track record in the industry warrants that transactions are settled and executed at a high level of quality and reliability. 

Our Values

Even as a young corporation, being domiciled in the city of Hamburg we are connected to the tradition and esteem of the hanseatic merchants. In our day to day business we strive to combine reliability and understatement with cosmopolitanism and entrepreneurial spirit. Sustainability and stability are important for everything we do, however creativity and imagination are essential to realise our ideas and to achieve our objectives. We learn from our experience and try to continously improve our services for our clients and business partners. In the fields of wealth management and asset management we want to distinguish ourselves from other large and well-established market actors as an innovative and creative player, standing for transparency and fairness. For our investors we provide comprehensive and up to date portfolio information and comments on market developtments and investment ideas through our nordIX BLOG

Before providing services or products to our clients we always ask if we would offer the same services or products to our friends and families. Customer satisfaction and the success of our clients and business partners is our primary objective. Accordingly our fees are mostly linked to performance. The success of our clients is our success. 

Team

 

 

Management

Moritz Schildt
Managing Partner,  executive director
After his banking apprenticeship and University, Moritz worked for a leading german insurance group. He moved into management consulting and worked with the financial services practice of Boston Consulting Group (BCG). After that Moritz served as a director and chief legal counsel for a leading european provider of financial services. From 2002 to 2007 he was CFO and executive director (Vorstand) of one of the largest mutual fund distributors in Germany. Prior to founding nordIX Moritz was CEO of the financial services group Hesse Newman Capital AG. Moritz holds degrees in law and business administration from Hamburg University and an MBA from INSEAD.

To reach Moritz dial +49 40 3099 776 111 or send him a mail: ms (at) nord-ix.com.

Claus Tumbrägel 
Managing Partner,  executive director 
Claus Tumbrägel worked more than 10 years with HSBC group holding different trading and sales responsibilities in fixed income business. From 2004 to 2007 Claus was global head of institutional sales with HSH Nordbank AG responsible for structuring and distribution of fixed income, structured and alternative products. Prior to founding nordIX Claus was member of the board of management of private bank Hesse Newman & Co. AG. He holds a degree in business administration from Siegen University. 


To reach Claus dial +49 40 3099 776 - 113 or drop him an email: ct (at) nord-ix.com

Portfoliomanagement

Jens Franck

Jens Franck war mehr als 25 Jahre in verschiedenen Funktionen im Rentenhandel und Rentensales sowie im Fondsmanagement tätig, bevor er 2015 das Team der nordIX ergänzt hat. Nach Stationen bei der Dresdner Bank in Hamburg als Leiter Rentenhandel und bei der Hamburg-Mannheimer Investment Trust als senior fixed-income Manager war Jens als Leiter Fondsmanagement Renten für die MEAG Munich Ergo KAG mbH im München und die DEKA-Investment GmbH in Frankfurt tätig. Vor seinem Wechsel zu nordIX hat er im Rentensales bei der Bank of America Merrill Lynch in Frankfurt und London institutionelle Investoren betreut.

Telefonisch ist Jens unter +49 40 3099 776 115 erreichbar, seine e-mail lautet: jf (at) nord-ix.com.

Marian Klemm

Fondsmanager

After having graduated from university, Marian started working as proprietary trader and analyst within the HVB Group. From 2006 to 2008 he was responsible for the asset liability management of Deutsche Genossenschafts- Hypothekenbank AG. Prior to joining nordIX in 2017, Marian worked for HSH Nordbank AG as senior expert in structuring and vice president in strategic treasury. Marian holds a degree in business admnistration (Hamburg University) and is a holder of the ACI diploma issued by the Financial Markets Association. 

To reach Marian please dial +49 40 3099 776 129 or via email: mak (at) nord-ix.com.

Vladislav Krivenkov

Portfolio Management

During his bachelor's degree in business administration Vladislav did several internships at banks and asset management companies (real- and financial assets). He joined the nordIX team in August 2017.

To reach Vladislav please dial +49 40 3099 776 114 or via email: vk (at) nord-ix.com.

Sergej Oganesov

Portfolio Management

After finishing his bachelor's degree in economics Sergej gained first experiences in the financial sector. Before joining the nordIX Team he worked with a securities trading bank and at the analytics and research department of a large russian financial service provider.

To reach Sergej please dial +49 40 3099 776 123 or via email: so (at) nord-ix.com.

Fonds Sales

Max Peter Kross

Max war nach dem Studium zunächst einige Jahre als Verkaufsleiter und Key Account Manager im Logistikbereich tätig, bevor er 2014 das Team der nordIX ergänzt hat. Er betreut vor allem Kunden aus dem Bereich der institutionellen Investoren.

Er ist telefonisch unter 040 3099 776 - 126 oder per mail unter mpk (at) nord-ix.com erreichbar.

Antje Wagner

Antje has a strong knowledge in dealing with high net worth private clients and institutional investors in the foreign exchange business as well as in trading of derivative financial instruments due to working many years at a private bank in Hamburg and with an international brokerage company.

Antje joined nordIX in 2017 to support institutional clients and banks.

To reach Antje dial 040 3099 776-112 or send an email to aw (at) nord-ix.com.

Florian Bode

After finishing the apprenticeship as Financial Investment Professional and Insurance Specialist, Florian was working as investment fund advisor for 4 years. In 2017 he received the diploma to become a Certified International  Investment Analyst (CIIA / CEFA). Since then he has been a member of Deutsche Vereinigung für Finanzanalyse und Asset Management GmbH (DVFA).

Florian joined nordIX in 2018 as Sales Manager to support our institutional clients focusing on our funds.

 

To reach Florian dial +49 (40) 3099 776-117 or e-mail to fb (at) nord-ix.com.

 

 

Risk Management

Geetika Sharma

Geetika hat in London und Mumbai viele Jahre im Backoffice und Middleoffice für große internationale Banken gearbeitet, darunter ABN Amro und JP Morgan und war Associate bei Morgan Stanley, bevor sie Anfang 2016 zu nordIX kam. Geetika verantwortet das Risikocontrolling für unsere Investmentfonds. Sie hat einen Bachelor in Commerce der Mumbai University, einen MBA in Finanzen der Pune Universität sowie einen MBA in Shipping der HSBA Hamburg School of Business Administration. 

Erreichbar ist Geetika unter der Telefonnummer 040 3099 776 - 124 oder per mail gs (at) nord-ix.com.

Brokerage

Alexander Reich 

Partner

Alexander ist seit mehr als 20 Jahren als Wertpapierhändler und Wertpapier-Sales tätig. Er war unter anderem bei Sal. Oppenheim in Frankfurt und bei der  Hamburger Sparkasse beschäftigt und hat dort Anleihen und alle Arten von Fixed-Income-Produkten gehandelt, bevor er 2012 das Team der nordIX ergänzt hat. Er hat seine Banklehre und seine Wertpapierhändler-Ausbildung bei der Bayerischen Vereinsbank absolviert. Alex ist verheiratet und hat zwei Kinder.  

Erreichbar ist Alex unter der Telefonnummer 040 3099 776 - 125 oder per mail ar (at) nord-ix.com.

Claas Hustedt

Before joining nordIX Claas was engaged in different positions at a private bank based in Hamburg and a bank based in Munich. He was dealing with institutional investors in the foreign exchange business as well as in trading of derivative financial instruments.

Claas joined nordIX in 2018 as a key account manager for banks and institutional investors.

To get in touch with Claas call +49 40 3099 776-122 or send an email to ch (at) nord-ix.com

Niclas Lorentz

After his apprenticeship in real estate management Niclas lived couple years in latin-america where he was working in real estate business. Since 2010 Niclas worked with an investment bank based in Hamburg, Germany as a foreign exchange Sales Manager for private and institutional clients.

Niclas joined nordIX in 2017 as a key account manager for banks and institutional investors.

To get in touch with Niclas call +49 40 3099 776-128 or send an email to nl (at) nord-ix.com

Backoffice

Ilka von Boehn

Ilka hat nach ihrer Ausbildung zur Bankkauffrau einige Jahre im Middle Office des Wertpapierhandels der damaligen Vereins- und Westbank AG in Hamburg gearbeitet. Nach dem Abschluss eines betriebswirtschaftlichen Studiums (BBA) konnte sie zusätzlich in unterschiedlichen Unternehmen umfangreiche Erfahrungen als Management Assistenz sammeln. Ilka kam im Jahr 2013 zu nordIX und nimmt seitdem verschiedenste Aufgaben im administrativen Backoffice wahr.

Ilka ist unter der Telefonnummer 040 3099 776 - 118 erreichbar, ihre Mailadresse lautet: ib (at) nord-ix.com.

Marketing & PR

Nadja El Radi

Nach ihrer Ausbildung zur Bankkauffrau und einer Zusatzausbildung zur Börsenhändlerin hat Nadja ihre Expertise in den vergangenen zwei Jahrzehnten im Vertrieb und in der Kundenbetreuung innerhalb komplexer, erklärungsintensiver Finanzprodukte eingebracht.

Bevor sie in 2018 als Sales & Relationship Manager in das Team von nordIX wechselte, war sie als Vertriebsdirektorin für einen Asset Manager mit dem Fokus auf erneuerbare Energien Investments tätig.

Sie ist erreichbar unter 040 3099 776-120 oder per email unter ne (at) nord-ix.com.

Office Management

Sabine Köhler 

Sabine hat nach ihrer Ausbildung langjährig für die Deutsche Tochtergesellschaft der Pioneer Global Investments gearbeitet und dort insbesondere Backoffice Funktionen übernommen. Bevor sie 2014 zur nordIX kam, war Sie für eine Tochtergesellschaft der Societe Generale tätig und hat dort neben Buchhaltungsaufgaben vor allem Aufgaben im Controlling und Reporting wahrgenommen.  

Sabine ist unter der Telefonnummer 040 3099 776 - 121 oder per mail unter sk (at) nord-ix.com erreichbar. 

Jobs

Employee Capital Markets

To extend our competence regarding capital markets, we are currently looking for entrepreneurial-thinking colleagues who support our team by acquiring and maintaining relationships to national as well as international investors. After having been introduced to our team and philosophy, you will be responsible for an own client base as well as for the brokerage of fixed income products.

You have a keen interest in capital markets and already gathered some experience in the field of securities with a bank or a broker. You find it easy to integrate yourself into a dynamic success-oriented team. Your core competences include an excellent way of communicating, you are flexible and open-minded.

As a rather young company, we offer you to generate an above average level of income due to a success-related remuneration. You will be part of a very personable team who welcomes you sincerely.

We look forward to hearing from you by either sending us an email to vorstand(at)nord-ix.com or by phone  +49 40 3099 776 13.

Employee Fonds Distribution

To widen the distribution of our nordIX funds, we are currently looking for candidates who have a keen ability to communicate and who are entrepreneurial-thinking, to help us extending and maintaining the existing network of investors of our funds. You will work on existing client relationships to financial institutions, such as banks, insurances, pension funds and asset manager as well as on acquiring new clients by addressing them with a purposeful approach.

You have already gathered experience in the financial sector and ideally bring an already-existing network of potential investors with you. As a sales person you are open-minded and can easily fit in a dynamic and diversified setting.

As a rather young company, we offer you to generate an above average level of income due to a success-related remuneration. You will be part of a very personable team who welcomes you sincerely.

We look forward to hearing from you by either sending us an email to vorstand(at)nord-ix.com or by phone  +49 40 3099 776 13.