Experience

Pendragon Real Estate Fund

• Luxembourg
• Real Estate
• 1 - 100 Employee

• Member of the Board of Directors

  • Dec 2017 - Present

  Member of the Board of directors and of the Investment Committee. Involved in the management and implementation of the investment strategy of the Fund. Member of the Board of directors and of the Investment Committee. Involved in the management and implementation of the investment strategy of the Fund.



Pendragon Sardinia Srl

• Italy
• Hospitality

• Membro del Consiglio di Amministrazione

  • May 2017 - Present



Pendragon Suisse

• Switzerland
• Hospitality
• 1 - 100 Employee

• Vice Presidente

  • Jan 2020 - Apr 2022



ALLX

• United Kingdom
• Investment Banking
• 1 - 100 Employee

• Partner

  • Apr 2014 - Dec 2019

  Director and Co-Founder. Provide Execution services to private and institutional customers across all asset classes. Director and Co-Founder. Provide Execution services to private and institutional customers across all asset classes.



Olympia Wealth Management Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Executive Director

  • Jan 2014 - Apr 2018

  Advise Professional clients on their investment portfolio across the all asset classes and financial instruments such as bonds, stocks, derivatives, commodities, foreign exchange, mutual funds, hedge funds and private equity funds.Manage client investment portfolios across asset classes under a discretionary management agreement according to the client risk profile and time horizon.Distribute Investment Funds through the Distribution agreements established.Authorised by the Financial Conduct Authority of the UK (FCA) as Advisor and Portfolio Manager (CF30) and as Director (CF1).

• COO

  • Jul 2011 - Dec 2013

  Coordinate all operational aspects of the company. Advise Professional clients on their investment portfolio across different asset classes and financial instruments.Distribute Investment Funds through the Distribution agreements established.Authorised by the Financial Services Authority of the UK (FSA) as Advisor and Portfolio Manager (CF30) and as Director (CF1).



Swiss Wealth Manager

• Investor Relations - Portfolio Manager

  • Nov 2010 - Jul 2011

  Portfolio Manager across asset classes. Promotion of the financial services offered by the firm. Coordinating the Business Development and taking care of the relationships with both final clients and intermediaries. Portfolio Manager across asset classes. Promotion of the financial services offered by the firm. Coordinating the Business Development and taking care of the relationships with both final clients and intermediaries.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Relationship Management Bank for Banks

  • Nov 2009 - Nov 2010

  Be the first contact point within UBS for other banks and brokers. Help mid and small size banks to optimize their costs thanks to scalability and outsourcing.Provide expertise on cash management services. Promote electronic execution services for Securities (Fixed Income, Equity), Forex and structured products. Support other banks treasurers in managing their books liquidity with yield enhancement products such as Total Return Swaps (TRS) or Repo transactions. Promote UBS Asset Management services to bank clients.Introduce leads to the Trade & Export Finance department.

• Private Banker / Wealth Manager

  • Nov 2007 - Nov 2009

  In charge for a client portfolio of High net Worth Individuals mainly based in Spain, UK, Ireland and Malta.Managing clients portfolios using the following products: mutual funds, securities selection (straight bonds, convertible bonds, stocks), derivatives (options, futures, forwards, swaps), hedge funds, structured products, private equity funds, real estate funds.Providing consultancy on Wealth Planning solutions such as trust, foundations, life assurances, annuities and insurances with the support of internal specialists.

• Relationship manager international clients (Affluent)

  • Dec 2006 - Oct 2007

  giving financial consultancy to European individuals



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Private Client Advisor (Retail clients)

  • Oct 2004 - Sep 2006

  giving financial consultancy to European and Swiss individuals

• e-Banking Advisor

  • Feb 2004 - Sep 2004

  promote UBS investment platform to private an corporate clients

• all-round internship

  • Sep 2002 - Jan 2004

  6 moths roll internship. Departments: Business Banking (Retail field), Wealth Management Italy Assistant, Corporate clients Assistant