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Portrait of Jörg Mayr, CIIA

Independent specialist · Wavect Expert Network

Jörg Mayr, CIIA

25+ years moving institutional capital. Now applied to private mandates.

Specialty
Finance
Based in
Gmunden, AT
Experience
25+ years
Status
Available · Selective mandates
01  ·  SIGNALS

Why we vouch for them

  • CIIA, Certified International Investment Analyst (ACIIA / ÖVFA)
  • Managing Partner, alpha strategies GmbH (Gmunden, AT)
  • Guest lecturer, Wiener Börsenakademie (Vienna Stock Exchange Academy)
  • Former Director Austria, Union Investment (Frankfurt)
  • Former Head Third Party Relationship Management, Berenberg (Hamburg)
  • Prior institutional roles at KBC Asset Management, ELEVA Capital (London), Volksbank Investments
  • Portfolio mandates executed via LLB Österreich custody, partnered with FMA-regulated Omicron Investment Management
  • 30,000+ LinkedIn followers; published in institutional finance media
02  ·  BIOGRAPHY

In their own line of work

Jörg has spent the last twenty-five years inside institutional asset management. Frankfurt, London, Vienna, Hamburg. Director Austria at Union Investment, Head of Third Party Relationship Management at Berenberg, institutional sales roles at KBC and ELEVA Capital. He has structured allocations, raised mandates, and sat opposite the people who actually move capital.

Today he runs alpha strategies GmbH out of Gmunden, applying the same institutional discipline to private mandates of €2,000,000 and above. The two house strategies are Stable Conservative and Stable Dynamic. Both are built around low-correlation diversification, an alternatives sleeve alongside traditional securities, and a defined drawdown frame so the client knows the worst case before they sign. Execution runs through LLB Österreich custody in partnership with FMA-regulated Omicron Investment Management.

He is the analyst who will tell a prospective client that their portfolio is not the problem. That the structure under it is. He guest-lectures at the Wiener Börsenakademie because he believes investors deserve to understand what their money is actually doing. He will not take a mandate he cannot explain on one page.

03  ·  WHEN WE BRING THEM IN

Where Jörg Mayr, CIIA plugs into a Wavect engagement

Wavect builds the product. When a build crosses into a domain that exceeds our own bench, we bring in the specialist who already lives there. This is the brief for this one.

  • Finance-native product modeling

    When a fintech, wealth, or treasury build needs to represent instruments, portfolios, cash flows, or risk inside the product, Jörg sense-checks that the data model and the UI match what institutional users actually expect. We have shipped enough fintech code to know when the domain expert disagrees with the spec.

  • Translating regulation into product constraints

    MiFID II, AIFMD, FMA guidance, MaRisk. The regulator does not write product specs. Jörg sits between the two and converts compliance requirements into shippable acceptance criteria, so the build does not stall at the legal review.

  • Calibrating for institutional buyers

    When the client sells to family offices, asset managers, or corporate treasury teams, Jörg pressure-tests the copy, the demo flow, and the pricing for that audience before we ship. He has sat on both sides of that table for 25 years.

  • Mandate-level due diligence for founder clients

    For founders moving liquidity post-exit who also need product or tech advice, Jörg covers the wealth side while Wavect covers the build. The handoff is clean. No referral fee in either direction.

04  ·  INDEPENDENT REVIEWS

What others say about working with them

These quotes were left on third-party platforms or shared during reference calls. Wavect did not solicit, edit, or pay for any of them.

LinkedIn

Jörg is an absolute expert. Working with him is genuinely enjoyable and grounded in deep professional expertise and trust.

Sven Putfarken CEO, Capital Crafters Finanzstrategen GmbH | Institut für Finanz- und Nachfolgeplanung | SP14 GmbH | Board Member, Network Financial Planner e.V. | Shareholder, Veolia Towers Hamburg
LinkedIn

Jörg is an exceptionally even-tempered former colleague who is bursting with drive and new ideas. I have very much enjoyed working with him on various projects over the past years. He has broad, well-founded expertise and, as a sales and relationship person, an excellent network.

Tarek Saffaf, CFA Investment Manager by passion
LinkedIn

An exciting news feed with very diverse topics and graphics. Beyond that, Jörg is a very pleasant conversation partner. An exchange with him about different funds and investment styles is always genuinely illuminating.

Guido Hoheisel Wealth Manager, SIGAVEST Vermögensverwaltung GmbH
LinkedIn

I have had the chance to work with Jörg on several projects, and each time I have been impressed all over again by his professional expertise and, in particular, by his personal manner. On a personal level, Jörg is simply someone you want to work with, from his authentic presence to his very positively energised mood.

Jörg's deep knowledge and his ability to explain complex financial concepts in plain language make him an outstanding expert in his field. He combines this expertise with an incomparable passion for his work that is palpable in every conversation.

This combination of professional competence and human warmth makes working with Jörg Mayr an extremely pleasant and successful experience.

Kevin Riedl Fractional Co-Founder · Software development · QA / Testing
LinkedIn

Jörg Mayr stands out for:
· Expertise
· Media competence
· Empathy
· Management know-how
· Analytical skill

Working with him is a great pleasure, both professionally and personally!

Martin Utschneider 📊 Capital markets analyst · 📈 Investor · 📚 Lecturer · ✅️ Keynote speaker · 📙 Author
LinkedIn

Jörg has extremely strong and versatile knowledge when it comes to financial markets. Paired with his charismatic manner, that is a perfect combination for success. He taught me a great deal about investing, and my finances and I are still grateful for it. His posts on social media are also very interesting and informative. Thank you, Jörg!

Michaela Burgmueller Holistic movement training expert (35+)
05  ·  LINKEDIN

Recent posts

Get to know how Jörg thinks. Recent posts, in their own words.

Not our domain?

If we lack the depth in-house, engage through Wavect (one contract) or directly with them. We take no referral cut.

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