Experience

Allianz Bank Financial Advisors

• Italy
• Banking
• 700 & Above Employee

• • Dec 2020 - Present

  I provide wealth management services through a holistic approach, coordinating investment solutions and activities needed to manage HNWI and Private clients. Building up plans for the client's needs, including the current and future ones.Support in generation handovers along with top italian law firms and tailor made strategies for managing liquidity events.

• • Jan 2018 - Dec 2020

  Oversight of the financial assets of HNWI and Private clients. Development of relationships with clients providing banking services such as investment management, private insurance, personal cash management, secured credit and interest services. Building up of tailor made strategy for managing liquidity events. Clients’ support in generation handovers along with top italian law firms.



Agenda Invest

• Switzerland
• Financial Services
• 1 - 100 Employee

• Head of Investments

  • Aug 2015 - Nov 2017

  - Management of UHNWI multi-asset discretionary mandates - Oversight of all families' asset including investment accounts and illiquids (Private Equity and Real Estate) - Develop and oversee the management and strategic development of the family office - Develop and implement the family office strategic investment and operational plan - Management of UHNWI multi-asset discretionary mandates - Oversight of all families' asset including investment accounts and illiquids (Private Equity and Real Estate) - Develop and oversee the management and strategic development of the family office - Develop and implement the family office strategic investment and operational plan



Banca Finint

• Italy
• Financial Services
• 300 - 400 Employee

• Head of Portfolio Management

  • Dec 2014 - Aug 2015

  Responsible for HNWI discretionary mandates Responsible for HNWI discretionary mandates



BANCA ARNER SA - Now: ONE swiss bank

• • Aug 2010 - Dec 2014

  - Responsible for portfolio construction and management of HNWI multi-asset discretionary mandates consisting of funds (equity, fixed income, alternative) and listed securities, reporting to the CIOAchievements: turnaround of the portfolio management department regarding the investment process and risk adjusted performance

• • Jun 2007 - Jul 2010

  - Portfolio manager of HNWI multi-asset discretionary mandates consisting of funds (equity, fixed income, alternative) and listed securities (AUM CHF 6 bn), reporting to the Head of Portfolio Management - Co-responsible for investment strategy and asset allocation of discretionary mandates- Responsible for “special” mandates (tailored portfolio management)- In charge of the Equity AreaAchievements: launch of new absolute return discretionary mandates and the Investment Advisory Service Show less



LMP Finance SA

• Lugano, Switzerland

• Portfolio Manager

  • Nov 2003 - Jun 2007

  - Management of HNWI portfolios consisting of equity, bond and derivatives (AUM CHF 600 mln), reporting to the CEO - Management of the Arcipelagos Global Opportunity SICAV (Multi-Asset fund, annual return 7%, volatility 4.5%, AUM EUR 50 mln) - Management of the Freedom Capital Ltd (long/short equity hedge fund, annual return 9.4%, volatility 5%, AUM EUR 50 mln) Achievements: launch of the Global Opportunity SICAV and the Freedom Capital Hedge Fund - Management of HNWI portfolios consisting of equity, bond and derivatives (AUM CHF 600 mln), reporting to the CEO - Management of the Arcipelagos Global Opportunity SICAV (Multi-Asset fund, annual return 7%, volatility 4.5%, AUM EUR 50 mln) - Management of the Freedom Capital Ltd (long/short equity hedge fund, annual return 9.4%, volatility 5%, AUM EUR 50 mln) Achievements: launch of the Global Opportunity SICAV and the Freedom Capital Hedge Fund



Banca Sintesi Spa (Carismi Group)

• Milan Area, Italy

• Junior Portfolio Manager

  • Jan 2002 - Oct 2003

  - Security selection and portfolio allocation for private and institutional mandates reporting to a senior portfolio manager - Management of a total return SICAV (flexible allocation, AUM EUR 50 mln) and a global equity “ethical” fund (AUM 50 mln) - Security selection and portfolio allocation for private and institutional mandates reporting to a senior portfolio manager - Management of a total return SICAV (flexible allocation, AUM EUR 50 mln) and a global equity “ethical” fund (AUM 50 mln)



Julius Baer

• Switzerland
• Banking
• 700 & Above Employee

• Buy-side Analyst

  • Jan 2001 - Dec 2001

  - Financial models and analysis on stocks (using methodologies including discounted equity and multiple based valuations) and macro research for the portfolio management department. Focus on European and US companies - Carrying out research on international markets. - Financial models and analysis on stocks (using methodologies including discounted equity and multiple based valuations) and macro research for the portfolio management department. Focus on European and US companies - Carrying out research on international markets.



Tiscali

• Italy
• Telecommunications
• 500 - 600 Employee

• Junior Marketing Manager

  • Feb 2000 - Jul 2000

  Stage supporting a senior marketing manager regarding pricing of internet services Stage supporting a senior marketing manager regarding pricing of internet services