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Alessandro Angeli, Mfta is listed as Managing Director at SWM SwissWealth Management SALecturer at Milan-Bicocca University at SWM SwissWealth Management SA, a company with 15 employees, based in Lugano, Ticino, Switzerland. AeroLeads shows a work email signal at bluewin.ch and a matched LinkedIn profile for Alessandro Angeli, Mfta.
Alessandro Angeli, Mfta previously worked as Managing Director at Swm Swisswealth Management Sa and Head of Asset Management at Swm Swisswealth Management Sa. Alessandro Angeli, Mfta holds Degree In Economics (Clefin) from Università Bocconi, Milan, Italy.
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AeroLeads found 1 current-domain work email signal for Alessandro Angeli, Mfta. Compare company email patterns before reaching out.
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.
Listed skills include Portfolio Management, Financial Analysis, Wealth Management Services, Business Strategy, and 19 others.
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A career timeline built from the work history available for this profile.
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.
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.
Lugano, Switzerland
► Responsible with the regulator (VQF) and the auditors for AML and risk management.
Milan, Italy
► Lecturer and Tutor in the courses “Essentials of Investments” and “Investment Strategies”.
Vezia, Switzerland
► Lecturer of Financial Technical Analysis.
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.
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.
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.
Parma, Italy
► Lecturer of Financial Technical Analysis in the course “Essentials of Investments”.
Lugano, Switzerland
► Author and later responsible for innovative publications in the field of technical and quantitative financial analysis addressed to institutional and individual clients.
Other employees you can reach at swisswealth.ch. View company contacts for 15 employees →
Gianmaria Berto
Colleague at Swm Swisswealth Management SaZurich, Zurich, Switzerland, Switzerland
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GC
Genasci Carlo
Colleague at Swm Swisswealth Management SaTicino, Switzerland, Switzerland
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DR
Deborah Rota
Colleague at Swm Swisswealth Management SaTicino, Switzerland, Switzerland
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Quick answers generated from the profile data available on this page.
Alessandro Angeli, Mfta works for SWM SwissWealth Management SA.
Alessandro Angeli, Mfta is listed as Managing Director at SWM SwissWealth Management SALecturer at Milan-Bicocca University at SWM SwissWealth Management SA.
AeroLeads has found 1 work email signal at @bluewin.ch for Alessandro Angeli, Mfta at SWM SwissWealth Management SA.
Alessandro Angeli, Mfta is based in Lugano, Ticino, Switzerland while working with SWM SwissWealth Management SA.
Alessandro Angeli, Mfta has worked for Swm Swisswealth Management Sa, Suisse Capital Management Sa, Milan-Bicocca University, Centro Studi Villa Negroni, and Kudos Capital Management.
Alessandro Angeli, Mfta's colleagues at SWM SwissWealth Management SA include Gianmaria Berto, Genasci Carlo, and Deborah Rota.
You can use AeroLeads to view verified contact signals for Alessandro Angeli, Mfta at SWM SwissWealth Management SA, including work email, phone, and LinkedIn data when available.
Alessandro Angeli, Mfta holds Degree In Economics (Clefin) from Università Bocconi, Milan, Italy.
Alessandro Angeli, Mfta is listed with skills including Portfolio Management, Financial Analysis, Wealth Management Services, Business Strategy, Technical Analysis, New Business Development, Investment Strategies, and Business Management.
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