Schwabcore Management previously known as Schwabcore AIM separated from SchwabGroup Management in 2013 as a private entity firm lead by CEO Peter Lee. We have built a diverse global organisation with more than 320 employees including investment professionals, experts in specific disciplines in our Resources Group and a Special Advisors network of current and former senior executives. The Schwabcore Management team have committed over 820 million in capital to over 250 private equity/investment business. Our team combines complementary backgrounds in investment banking, consulting, technology, agribusiness, infrastructure, operations, capital markets, accounting and law. Working together to bring the optimal combination of value-add capabilities and experience to each investment.
As a private equity group our base of operations is in Germany and UAE with liaison offices in London Switzerland HK and New York. We are at hand to support our clientele globally. We are not part of Charles Schwab despite the name similarities.
CEO – Peter Lee
Peter Lee is the CEO of Schwabcore Management. He is responsible for overseeing all aspects of Schwabcore Management investor platform, including the direct management of key institutional Hedge Fund investors. He actively achieves Schwabcore’s corporate growth objectives by providing strategic direction, positive leadership while overseeing the company’s efforts in the direction of tactical business . Peter continues to guide the development of Schwabcore Management.
He holds a Master in Management, Applied Mathematics for Finance from the University of Cambridge and also Masters in Management, Business Management from the Ludwig Maximilian University of Munich and has full responsibility for executing the strategic direction and ongoing operations for Schwabcore. He is an expert in delivering complex accounting, creating growth plans, making financial projections for investing firms, identifying, qualifying, building consensus, implementing technologies and enterprise systems that facilitate business and investment objectives.
Schwabcore started in Munich and crossed the boarders into the UAE as a base of operations; Peter further expanded Schwabcore first 200m Alternative Investment Fund in Dubai October 2001, catering for the international market and Middle Eastern clientele. Peter was among the first to develop cross boarder Asset Client Management (ACM) expansion in Europe and the US especially effective for RND (resident Non Domicile) clientele. The business incorporates finance and tech enabling easier international banking and global asset management working in direct correlation with many of the top international banks facilitating client transactions on a global scale. Recognised as one of the senior authorities in tax effective offshore investment; Peter also played an important role in facilitating South American agribusiness trade and physical commodity investments with companies such as Bunge Ltd and Louis Dreyfus Company.
Peter has also enjoyed the challenges and victories inherent in building businesses from the ground up. He brings more than 20 years’ of external experience to Schwabcore Management. Prior to founding Schwabcore, Peter was the Director of Risk Management for a leading Fortune 500 company and notable angel investor. Before this, Peter also had experience as the Managing Director and Hedge Fund Manager for a Swiss Investment Bank where he was responsible for the firm’s first proprietary international equity fund. He served on the Investment Policy Committee that managed a quantitatively driven hedge fund.
Mr Lee has supported and contributed towards known organisations in the Fortune 500, Asset Client Management ACM Group, Swiss Investment Banks, key institutional Hedge Fund, Bunge Ltd, and Louis Dreyfus Company.
PA to Director – Jacqueline Green
Assistant PA – Sarah Betts
Head of Administration – Eve Taylor
Board of Directors – Michael Knight, David Harris, Rebeca Adkins, James Wood
Financial Director – Aaron Goldberg
HR – Michelle Brandenburg
Marketing Director – Joseph Film
Accounting Director – Victoria Morris
HR– Michelle Brandenburg
Development Finance– Rose Harman
Compliance– Mateo Schmidt, Jane Black
Company Registration Number: 7154596
Company Registration Number: 1556874
Registered Corporate ID: 34564321
License Number: 5244 & 6096
UAE Activity Codes: 741405 Management Consultancies
UAE Activity Codes: 100034 Management Service to Investment Funds