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Matteo Cozzi is a seasoned finance professional with expertise in equities, financial markets, and investment banking. He has held various leadership positions, including Chief Operating Officer at House of Wealth SA and Director at Deutsche Bank. Cozzi holds a Master’s Degree in Business Administration from Università Commerciale ‘Luigi Bocconi’. With native proficiency in English and Italian, he has worked with international clients and teams, providing advisory services on structured certificates, equity research, and portfolio management. His experience spans 20+ years, with a strong focus on trading, derivatives, and fixed income.

Experience

    • Chief Operating Officer
      • Mar 2017 - Present
      • Svizzera

      House of Wealth, based in Switzerland, is specialized in wealth management for private clients, family offices and foundations. HoW’s main activities include: structure and manage listed certificates on specific themes and macro trends; In-house equity research; Advise our proprietary Long/Short fund HoW Long Hedge; Advisory and managed accounts services for family offices and foundations.

  • Syz Asset Management SA
    • Ticino, Switzerland
    • Portfolio Analyst - Oyster Market Neutral Fund
      • Jan 2014 - Jan 2017
      • Ticino, Switzerland

      Product Specialist - member of a five people team managing two hedge funds. My main responsibility included: day-today supervision of two equity market neutral hedge funds. Trading of all asset classes (Equity, swap, bonds, options, indexes, ETF). Managing the order flow between three prime brokers and nine give-up brokers, monitoring the risk, cost of financing, market exposure and the beta of our portfolios.

  • Deutsche Bank
    • Milan - London
    • Director
      • Aug 2002 - Jan 2012
      • Milan - London

      Relationship Director for Italian institutional clients, responsible for incremental revenues generation in products such as Swap, ETF, ETC, Equity Cash and stock lending. Also Head of the Program Trading Italy, where I achieved to raise Deutsche Bank’s rank from 7th to 1st over a two-years period (according to the Greenwich survey).

  • Merrill Lynch
    • Milan Area, Italy
    • VP
      • Jan 2000 - Jul 2002
      • Milan Area, Italy

      Vice President - Equity Sales - I was part of the best Equity sales team in Italy from the year 2000 till 2002. I joined Merrill before graduating and I had the opportunity to work within the best team, covering the largest clients during the golden age of equity capital markets. I have offered a 360° service to clients, from corporate roadshow, IPOs, analyst meetings to execution services for all the listed asset classes.

Education

  • 1994 - 1999
    Università Commerciale 'Luigi Bocconi'
    Master’s Degree in Business Administration, Major in Financial Intermediaries
  • 1988 - 1993
    I.T.I.S. Bernocchi
    High School Degree, Industrial Electronics Technology

Suggested Services

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Industry Focus. “Financial Services”

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