See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

AB

Andrea Boella

Head of Portfolio Management at LFG Family Office SA
Intro Book
Experienced wealth management professional with expertise in fixed income, asset allocation, and portfolio management.
  • Claim this Profile
Location
Ticino, Switzerland, CH
Skills
  • Fixed Income
  • Asset Allocation
  • Wealth Management
  • Bonds
  • Financial Markets
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Andrea Boella is a seasoned wealth management professional with extensive experience in fixed income, asset allocation, and portfolio management. She has held senior roles at prominent financial institutions, including LFG Family Office SA, Kairos Asset Management SA, Julius Baer, and UBS (Italia) S.p.A. She holds a diploma in Economics from Università Bocconi.

Experience

  • LFG Family Office SA
    • Lugano, Ticino, Switzerland
    • Head of Portfolio Management
      • Nov 2019 - Present
      • Lugano, Ticino, Switzerland

  • Kairos Asset Management SA
    • Lugano, Switzerland
    • Head of Portfolio Management
      • Dec 2016 - Oct 2019
      • Lugano, Switzerland

  • Julius Baer
    • Lugano, Switzerland
    • Investment Advisor
      • Jan 2012 - Dec 2016
      • Lugano, Switzerland

  • Credit Suisse (Italia) S.p.A.
    • Investment Consultant
      • May 2010 - Dec 2011

      Fixed Income Specialist

  • Duemme Sgr
    • Portfolio Manager
      • Nov 2008 - May 2010

      Fixed Income Specialist

  • UBS (Italia) S.p.A.
    • Portfolio Manager
      • Apr 2008 - Oct 2008

      Fixed Income Specialist

    • Investment Consultant & Business Developer
      • Jan 2006 - Apr 2008

    • Portfolio Manager
      • Jan 2004 - Dec 2005

      Fixed Income Specialist

    • Active Portfolio Advisory
      • Jan 2003 - Dec 2003

      Fixed Income Specialist

    • Portfolio Manager
      • Sep 2001 - Dec 2002

      Assistant Portfolio Manager - Fund Specialist

Education

  • 2004 - 2004
    Diploma AIAF
  • 1996 - 2001
    Università Bocconi
    Economia Aziendale, Economics
  • 1983 - 1996
    Collegio San Carlo

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles