Alessandro Angeli, Mfta

Alessandro Angeli, Mfta Email and Phone Number

Managing Director at SWM SwissWealth Management SALecturer at Milan-Bicocca University @ SWM SwissWealth Management SA
lugano, ticino, switzerland
Alessandro Angeli, Mfta's Location
Lugano, Ticino, Switzerland, Switzerland
Alessandro Angeli, Mfta's Contact Details

Alessandro Angeli, Mfta work email

Alessandro Angeli, Mfta personal email

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About Alessandro Angeli, Mfta

Throughout my professional career I had the opportunity to gain substantial experience working for independent wealth managers based in Lugano serving high net worth individuals and institutional clients. After a period (2002-2009) where I held mainly technical roles related to financial markets analysis, investment strategies and portfolio risks management, I subsequently had the opportunity to deepen each area of expertise typical of a Swiss independent wealth manager until I became able to direct and manage the company in full compliance with regulatory developments. My skills range from acquiring and retaining clients to keeping relations with institutional partners, from turnover and costs analysis to compliance matters and relations with regulators, from the design and implementation of the investment strategies to the selection and management of human resources. At the same time as my professional career, I kept solid contacts with the academic world and therefore I still keep some lessons at the University of Milan-Bicocca and at Centro di Studi Villa Negroni in Vezia.I have excellent analytical and organizational skills and a strong editorial and communicative expertise. I am also a reliable person who knows how to move with precision, speed and professionalism to achieve the goals and that can face and solve complex problems with commitment and enthusiasm.

Alessandro Angeli, Mfta's Current Company Details
SWM SwissWealth Management SA

Swm Swisswealth Management Sa

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Managing Director at SWM SwissWealth Management SALecturer at Milan-Bicocca University
lugano, ticino, switzerland
Website:
swisswealth.ch
Employees:
15
Alessandro Angeli, Mfta Work Experience Details
  • Swm Swisswealth Management Sa
    Managing Director
    Swm Swisswealth Management Sa Mar 2021 - Present
    Lugano, Switzerland
    ► Responsible for ordinary operations and for the team (>5 people).► Responsible with the regulator (FINMA) and the auditors for AML and risk management.► Support in the AUM growth and development of extraordinary projects.
  • Swm Swisswealth Management Sa
    Head Of Asset Management
    Swm Swisswealth Management Sa Jan 2020 - Feb 2021
    Lugano, Switzerland
    ► Responsible for investment strategies, the best asset allocation definition and the financial products selection and distribution.► Investment manager of the funds CB Accent Lux - Explorer Equity and Explorer Fund of Funds.► Support in the AUM growth and development of extraordinary projects.
  • Suisse Capital Management Sa
    Board Member
    Suisse Capital Management Sa Feb 2018 - Present
    Lugano, Switzerland
    ► Responsible with the regulator (VQF) and the auditors for AML and risk management.
  • Milan-Bicocca University
    University Lecturer And Tutor
    Milan-Bicocca University Apr 2015 - Present
    Milan, Italy
    ► Lecturer and Tutor in the courses “Essentials of Investments” and “Investment Strategies”.
  • Centro Studi Villa Negroni
    Lecturer
    Centro Studi Villa Negroni Nov 2003 - Present
    Vezia, Switzerland
    ► Lecturer of Financial Technical Analysis.
  • Kudos Capital Management
    Senior Investment Advisor
    Kudos Capital Management Sep 2017 - Dec 2019
    Massagno, Switzerland
    ► Responsible for investment strategies and the best asset allocation definition.► Portfolios’ risk management following mandates given and risk profiles.► Author of the analysis and research document on financial markets published on a quarterly basis.
  • Tfw - Wealth Structuring
    Managing Director At T&F Asset Management Sa
    Tfw - Wealth Structuring Jan 2010 - Aug 2016
    Lugano, Switzerland
    ► Responsible for ordinary operations and for the team (6 people).► Support in the AUM growth and development of extraordinary projects.► Relation with all clients providing assistance and advice in several areas.► Selection and relations with all the institutional counterparts.► Responsible with the regulator (OAD-FCT) and the auditors for AML and risk management.
  • Tfw - Wealth Structuring
    Investment Strategist At T&F Asset Management Sa
    Tfw - Wealth Structuring Jan 2006 - Dec 2009
    Lugano, Switzerland
    ► Responsible for investment strategies, the best asset allocation definition and the financial products selection and distribution.► Responsible for the asset allocation implementation and the subsequent verification and reporting activity.► Portfolios’ risk management following mandates given and risk profiles.► Qualitative and quantitative analysis of traditional and alternative funds.► Responsible for the advisory of a low volatility fund of hedge funds.► Support to the founding partners in terms of investments during clients’ meetings.
  • Parma University
    University Lecturer
    Parma University Oct 2005 - May 2016
    Parma, Italy
    ► Lecturer of Financial Technical Analysis in the course “Essentials of Investments”.
  • Sda Bocconi School Of Management
    Lecturer
    Sda Bocconi School Of Management Sep 2004 - Oct 2006
    Milan, Italy
    ► Lecturer of Financial Technical Analysis.
  • Rcf Sa
    Investment Strategist
    Rcf Sa Sep 2001 - Dec 2005
    Lugano, Switzerland
    ► Author and later responsible for innovative publications in the field of technical and quantitative financial analysis addressed to institutional and individual clients.

Alessandro Angeli, Mfta Skills

Portfolio Management Financial Analysis Wealth Management Services Business Strategy Technical Analysis New Business Development Investment Strategies Business Management Institutional Sales Distribution Strategies Investments Trading Strategies Risk Management Problem Solving Team Building Team Leadership Project Management Business Planning University Teaching Banking Finance English Fund Administration

Alessandro Angeli, Mfta Education Details

Frequently Asked Questions about Alessandro Angeli, Mfta

What company does Alessandro Angeli, Mfta work for?

Alessandro Angeli, Mfta works for Swm Swisswealth Management Sa

What is Alessandro Angeli, Mfta's role at the current company?

Alessandro Angeli, Mfta's current role is Managing Director at SWM SwissWealth Management SALecturer at Milan-Bicocca University.

What is Alessandro Angeli, Mfta's email address?

Alessandro Angeli, Mfta's email address is al****@****ewin.ch

What schools did Alessandro Angeli, Mfta attend?

Alessandro Angeli, Mfta attended Università Bocconi, Milan, Italy, Liceo Scientifico Statale "a. Volta"​, Milan, Italy.

What skills is Alessandro Angeli, Mfta known for?

Alessandro Angeli, Mfta has skills like Portfolio Management, Financial Analysis, Wealth Management Services, Business Strategy, Technical Analysis, New Business Development, Investment Strategies, Business Management, Institutional Sales, Distribution Strategies, Investments, Trading Strategies.

Who are Alessandro Angeli, Mfta's colleagues?

Alessandro Angeli, Mfta's colleagues are Deborah Rota, Genasci Carlo, Gianmaria Berto.

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