David F. Crystal
Co Founder and Managing Director
David has been managing assets, trading, and sales for almost 40 years. In 1995 he established Investment and Portfolio Consultants as a multi-family, multi discipline asset manager and investment advisor with a fixed income emphasis.
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Prior to IPC David held various positions for many large international Investment Banks in London and Toronto and worked in oil trading in China and Hong Kong.
Zev Crystal
Co Founder
Zev has been managing assets and trading for almost 40 years. In 1995 he established Investment and Portfolio Consultants (IPC) as a multi-family, multi discipline asset manager and investment advisor with a fixed income emphasis.
Prior to IPC Zev held senior positions for many large international Investment Banks in London, New York and Toronto.
Leonard A. Watson
Senior Portfolio Manager
Len has over 35 years of Trading and Portfolio Management experience. For the past 25 years, Len has worked for IPC as a Portfolio Manager, managing and trading diversified and tailored global fixed income portfolios and strategies.
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Prior to IPC Len worked for a number of International Banks in senior trading roles, making markets in Warrants, Convertibles and Equities.
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Len was nominated 4 years running (2018-2021) as the Most Astute Investor in Asia G3 Bonds by the Asset.com.
Len has developed a proprietary suite of software used to track, compare and analyse global bond markets.
Raffaello Nemni
Advisor
Raffaello brings 30 years of private banking and wealth management expertise to IPC. He began his career in a family office, specializing in asset allocation, fixed income, currency trading, and alternative investments.
As a founding member of the UK team at UBS Wealth Management, he focused on UHNW & family offices from 2001 to 2007. From 2008 to 2014, he globally led the UK Resident Non-Domiciled business at Credit Suisse. With leadership roles at HSBC Group, he managed UHNW clients.
Raffaello, a Chartered Fellow (FSCI) of CISI, most recently served as Managing Director and Head of the UK Client Coverage team at Deutsche Bank before joining IPC.
Pantelis Margaronis
Business Development - Relationship Manager
Pantelis has been a private banker within the wealth management sector for over 15 years after graduating with a Masters in Naval Architecture and Marine Engineering.
He started his career at Goldman Sachs, where he covered European Family Offices, later transitioning to a focus on the Greek and Benelux markets. In 2014, he moved to RBC London to cover the Greek market. In 2016, he was brought over to Credit Suisse where he was responsible for UHNW clients in the Emerging Europe market area, encompassing Greece, Russia and Israel.
As a director, he was responsible for building out the London desk for some of the banks most important relationships.
Julien Jeannet
Corporate Advisory
Julien has 15 years of experience in financial analysis, evaluation, and transaction structuring.
He's been a crucial part of a multi-disciplined project finance advisor, a pan-European solar developer that arranged the first solar bond in 2010 for the largest PV project in Europe at that time. His expertise spans infrastructure projects, fundraising, and investments in companies in Sub-Saharan Africa.
This includes advising an off-grid utility in Chad, a solar C&I company in East Africa, a Paris-based investment boutique specialized in frontier markets, and a London-based startup focused on ESG solutions.
Adam Eisenberg
Senior Advisor
Adam has 25 years of experience in financial services as an advisor to families and corporations.
Adam served as the head of European manager selection at Guggenheim Investment Advisors. During six years at Barclays, he served as the head of UK Investment Advisory as well as the head of the Private Assets offering to HNW clients. Prior to joining the IPC team, Adam was the Head of Investment Counseling for Citi Private Bank’s clients in the Kingdom of Saudi Arabia.
Adam earned his Bachelor’s in Public Policy and Economics at Duke University and his MBA at the Kellogg School of Management at Northwestern University. He is based in London.
Andrew Case
Legal Advisor
Andrew has a 32-year career in law and compliance, focusing on cross-border investment, asset management, and securities law.
He worked at Rogers & Wells in New York and Baker & McKenzie in Hong Kong, specializing in IPOs and M&A. Later, he managed cross-border financing and M&A at Merrill Lynch and Morgan Stanley in Hong Kong and London. He also served as the compliance officer for firms like Forum Partners, HBS London, and the Duet Group.
Mr. Case holds a B.A. (magna cum laude) from Yale University and a Juris Doctor from Columbia University, and he's a member of the New York and Connecticut bars.
