Experience

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  SWM SwissWealth Management SA

  • Switzerland
  • Investment Management
  • 1 - 100 Employee

  • Managing Director

    • Mar 2021 - Present

    ► Responsible for ordinary operations and for the team (>5 people).► Responsible with the regulator (FINMA) and the auditors for AML and risk management.► Support in the AUM growth and development of extraordinary projects.

  • Head of Asset Management

    • Jan 2020 - Feb 2021

    ► Responsible for investment strategies, the best asset allocation definition and the financial products selection and distribution.► Investment manager of the funds CB Accent Lux - Explorer Equity and Explorer Fund of Funds.► Support in the AUM growth and development of extraordinary projects.

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  Suisse Capital Management SA

  • Lugano, Switzerland

  • Board Member

    • Feb 2018 - Present
    • Lugano, Switzerland

    ► Responsible with the regulator (VQF) and the auditors for AML and risk management.

• 

  Milan-Bicocca University

  • Milan, Italy

  • University Lecturer and Tutor

    • Apr 2015 - Present
    • Milan, Italy

    ► Lecturer and Tutor in the courses “Essentials of Investments” and “Investment Strategies”.

• 

  Centro Studi Villa Negroni

  • Vezia, Switzerland

  • Lecturer

    • Nov 2003 - Present
    • Vezia, Switzerland

    ► Lecturer of Financial Technical Analysis.

• 

  Kudos Capital Management

  • Massagno, Switzerland

  • Senior Investment Advisor

    • Sep 2017 - Dec 2019
    • Massagno, Switzerland

    ► Responsible for investment strategies and the best asset allocation definition.► Portfolios’ risk management following mandates given and risk profiles.► Author of the analysis and research document on financial markets published on a quarterly basis.

• 

  TFW - Wealth Structuring

  • Managing Director at T&F Asset Management SA

    • Jan 2010 - Aug 2016

    ► Responsible for ordinary operations and for the team (6 people).► Support in the AUM growth and development of extraordinary projects.► Relation with all clients providing assistance and advice in several areas.► Selection and relations with all the institutional counterparts.► Responsible with the regulator (OAD-FCT) and the auditors for AML and risk management.

  • Investment Strategist at T&F Asset Management SA

    • Jan 2006 - Dec 2009

    ► Responsible for investment strategies, the best asset allocation definition and the financial products selection and distribution.► Responsible for the asset allocation implementation and the subsequent verification and reporting activity.► Portfolios’ risk management following mandates given and risk profiles.► Qualitative and quantitative analysis of traditional and alternative funds.► Responsible for the advisory of a low volatility fund of hedge funds.► Support to the founding partners in terms of investments during clients’ meetings.

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  Parma University

  • Parma, Italy

  • University Lecturer

    • Oct 2005 - May 2016
    • Parma, Italy

    ► Lecturer of Financial Technical Analysis in the course “Essentials of Investments”.

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  SDA Bocconi School of Management

  • Milan, Italy

  • Lecturer

    • Sep 2004 - Oct 2006
    • Milan, Italy

    ► Lecturer of Financial Technical Analysis.

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  RCF SA

  • Lugano, Switzerland

  • Investment Strategist

    • Sep 2001 - Dec 2005
    • Lugano, Switzerland

    ► Author and later responsible for innovative publications in the field of technical and quantitative financial analysis addressed to institutional and individual clients.