Juan L. Mallo
Vice Chairman & Founding Partner at BlueStar Investment Managers SA- Claim this Profile
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Bio
Olivier Baggi, CFA
Juan is an exceptional person to work with. He has a very wide range of skills and a deep knowledge of portfolio management. He is very motivated and always looking for innovative approaches and methods to continously deliver outstanding services and results to clients in the asset management business. I have worked with him for three years, and I can only say that it was fun, motivating and rewarding.
Mario Cribari
Juan is a very skilled, reliable and professional portfolio manager with strong knowledge in asset allocation, portfolio construction and fund selection. he also has good knowledge of top down analysis, quantitative methods and fund management coupled with a strong commercial attitude
Olivier Baggi, CFA
Juan is an exceptional person to work with. He has a very wide range of skills and a deep knowledge of portfolio management. He is very motivated and always looking for innovative approaches and methods to continously deliver outstanding services and results to clients in the asset management business. I have worked with him for three years, and I can only say that it was fun, motivating and rewarding.
Mario Cribari
Juan is a very skilled, reliable and professional portfolio manager with strong knowledge in asset allocation, portfolio construction and fund selection. he also has good knowledge of top down analysis, quantitative methods and fund management coupled with a strong commercial attitude
Olivier Baggi, CFA
Juan is an exceptional person to work with. He has a very wide range of skills and a deep knowledge of portfolio management. He is very motivated and always looking for innovative approaches and methods to continously deliver outstanding services and results to clients in the asset management business. I have worked with him for three years, and I can only say that it was fun, motivating and rewarding.
Mario Cribari
Juan is a very skilled, reliable and professional portfolio manager with strong knowledge in asset allocation, portfolio construction and fund selection. he also has good knowledge of top down analysis, quantitative methods and fund management coupled with a strong commercial attitude
Olivier Baggi, CFA
Juan is an exceptional person to work with. He has a very wide range of skills and a deep knowledge of portfolio management. He is very motivated and always looking for innovative approaches and methods to continously deliver outstanding services and results to clients in the asset management business. I have worked with him for three years, and I can only say that it was fun, motivating and rewarding.
Mario Cribari
Juan is a very skilled, reliable and professional portfolio manager with strong knowledge in asset allocation, portfolio construction and fund selection. he also has good knowledge of top down analysis, quantitative methods and fund management coupled with a strong commercial attitude
Experience
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BlueStar Investment Managers SA
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Switzerland
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Investment Management
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1 - 100 Employee
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Vice Chairman & Founding Partner
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Aug 2016 - Present
Head of Institutional Portfolio Management Head of Institutional Portfolio Management
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SWM SwissWealth Management SA
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Switzerland
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Investment Management
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1 - 100 Employee
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Head of Asset Management
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Oct 2013 - Jul 2016
Portfolio Management: portfolio manager for private and institutional clients. Discretional and advisory mandates, asset allocation, portfolio construction, performance monitoring, risk attribution. Fund Management: fund manager of 3 UCITS IV funds: a fixed income absolute return oriented fund, a flexible equity fund and an asset allocation fund of funds. In the investment committee of 3 other UCITS IV funds: a balanced fund, an asset allocation mixed fund and an alternative ucits fund of funds. Show less
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Podium Wealth SA
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Lugano
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Portfolio Manager
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Sep 2008 - Sep 2013
Discretional Mandates – Managed Fund Portfolios. Fund selection – Fixed Income, Absolute Return and Equity Funds. Development of new asset allocation and portfolio construction processes for low, medium and high volatility portfolios. Portfolio management with different custodian banks based worldwide, performance monitoring, compliance check with model portfolios with a cost efficient portfolio management approach. Advisory to a UCITS IV Luxembourg Fund. Development and research of medium term trend-following and risk-parity strategies. Support to private banking, ad-hoc portfolio construction and reports, meetings with clients, consolidation of financial assets from different custodian banks and creation of consolidated financial statements. Show less
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Banca del Gottardo
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Lugano
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Portfolio Manager
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Aug 2004 - Aug 2008
Discretional Mandates – Managed Fund Portfolios. Fund selection – Fixed Income, Absolute Return and Equity Funds. Portfolio construction in line with bank asset allocation committee’s guidelines. Portfolio management and performance monitoring of eight different risk and currency profiles, compliance check with model portfolios. Support to private banking, ad-hoc reports and meetings with clients. Discretional Mandates – Managed Fund Portfolios. Fund selection – Fixed Income, Absolute Return and Equity Funds. Portfolio construction in line with bank asset allocation committee’s guidelines. Portfolio management and performance monitoring of eight different risk and currency profiles, compliance check with model portfolios. Support to private banking, ad-hoc reports and meetings with clients.
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Education
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1999 - 2004
USI Università della Svizzera italiana
Bachelor and Master, Economics and Finance
Community
