Experience

OpenCapital SA
• Switzerland
• Financial Services
• 1 - 100 Employee
• back office, middle office

  • Oct 2022 - Present

Swan Asset Management SA
• Switzerland
• Investment Management
• 1 - 100 Employee
• Portfolio manager, middle office

  • Jun 2017 - Oct 2022


Credit Suisse AG

• United States
• Banking
• 1 - 100 Employee

• International Wealth Management, International Private Clients

  • 2015 - 2016

  • Problem solving • Clients documentation request • Relationships with professional in charge and clients • Assistant relationship Manager Private Banking Italy • Problem solving • Clients documentation request • Relationships with professional in charge and clients • Assistant relationship Manager Private Banking Italy



Vpa SA

• Spain
• Construction

• Portfolio manager

  • 2012 - 2015

  • Member of the Investment Committee • Asset manager, deputy of the fixed income portfolio • Portfolio management, bond selection, fund selection • Clients portfolio analysis • Relationships with custodian banks • Member of the Investment Committee • Asset manager, deputy of the fixed income portfolio • Portfolio management, bond selection, fund selection • Clients portfolio analysis • Relationships with custodian banks



RBS Coutts

• Senior Portfolio Manager

  • 2010 - 2011

  • Comprehensive advising and servicing of a demanding, international private clients, as well as outside fund managers • Continuous expansion of the client base through acquisition • Deputy of the Branch Manager • Maintaining his network of personal contacts • Intensive travel and client visits on site in the assigned market territory • Comprehensive advising and servicing of a demanding, international private clients, as well as outside fund managers • Continuous expansion of the client base through acquisition • Deputy of the Branch Manager • Maintaining his network of personal contacts • Intensive travel and client visits on site in the assigned market territory



Banca Euromobiliare

• Italy
• Banking
• 1 - 100 Employee

• Senior portfolio manager, fixed income and forex

  • 2000 - 2010

  • Part of the team in charge to start up the asset management• Member of the Investment Committee• Advisory to private banking and to HNW clients• In charge of the fixed income portfolio (portfolio construction, bond selection)• Responsible to set up the PFM System.• Responsible for currencies exposure, forex transaction• Responsible to develop and mantain the Portfolio Management System (SIMS)• Draft of fact sheet

• Responsible for execution and trading desk

  • 1999 - 2000

  • Execution of stocks, bonds, forex, derivatives and structured products, funds, treasury• Advisory to private banking and to HNW clients• Member of the Investment Committee• Bank proprietary investments• Part of the team in charge of starting up the bank



Banca Popolare di Sondrio

• Italy
• Banking
• 700 & Above Employee

• Responsible for execution and trading desk

  • 1995 - 1999

  • Execution of stocks, bonds, derivatives and structured products, funds • Advisory to private banking and to HNW clients • Bank proprietary trading • Part of the team in charge of opening up the branch in Lugano • Execution of stocks, bonds, derivatives and structured products, funds • Advisory to private banking and to HNW clients • Bank proprietary trading • Part of the team in charge of opening up the branch in Lugano



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Bond and stock trader

  • 1980 - 1995

  • Execution of stocks, bonds, option and futures, funds forex and money market order • Responsible for training of new employees • Execution of stocks, bonds, option and futures, funds forex and money market order • Responsible for training of new employees