Claudio Barberis, Cfa

Claudio Barberis, Cfa Email and Phone Number

Director at Kairos Partners Sgr @ Kairos Partners SGR
italy
Claudio Barberis, Cfa's Location
Milan, Lombardy, Italy, Italy
Claudio Barberis, Cfa's Contact Details

Claudio Barberis, Cfa work email

Claudio Barberis, Cfa personal email

n/a
About Claudio Barberis, Cfa

Claudio Barberis, Cfa is a Director at Kairos Partners Sgr at Kairos Partners SGR. He possess expertise in investment advisory services, fixed income, portfolio management, financial markets, asset allocation and 16 more skills. He is proficient in English and French. Colleagues describe him as "I spent two years working close with Claudio. He was very efficient and highly skilled in his job, I found him very motivated and reliable in any difficult situation... but at the same time discrete and nice showing a strong capability to work in team. I higly recommend his strong profile for any senior position in the financial sector where he has proven to have developed a high level of skills."

Claudio Barberis, Cfa's Current Company Details
Kairos Partners SGR

Kairos Partners Sgr

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Director at Kairos Partners Sgr
italy
Employees:
231
Claudio Barberis, Cfa Work Experience Details
  • Kairos Partners Sgr
    Responsabile Gestioni Patrimoniali
    Kairos Partners Sgr Jul 2024 - Present
    Milan, Lombardy, Italy
  • Rothschild & Co
    Head Of Investments Rothschild & Co Wm Italy Sim Spa
    Rothschild & Co Jan 2019 - Jun 2024
    Milan Area, Italy
    Investment Director, Italian SIM startup.Investment and product solutions for the SIM's wealth management clients.Liquid and private assets.Investment strategy and advisory activity in support of the sales team.
  • Secofind Sim
    Cio - Head Of Investments
    Secofind Sim Sep 2016 - Dec 2018
    Milan Area, Italy
    Director. Multi Family Office. Asset allocation and fund selection across liquid and private markets for UHNWI.
  • Gruppo Banca Sella
    Investment Manager
    Gruppo Banca Sella Sep 2015 - Sep 2016
    Milan
    Banca Sella Innovation Council - Fintech projects (Sella-MoneyFarm JV).Banca Sella Sgr Asset allocation and advisory.Design and launch of a strategic asset allocation fund: "Sella Investimenti Strategici".
  • Moneyfarm Sim Spa
    Cio - Head Of Portfolio Management
    Moneyfarm Sim Spa Jan 2013 - Sep 2016
    Milan
    ETF-based asset allocation for the retail clients of the robo-advisor.Design and maintenance of the investment process used to manage MoneyFarm's portfolios, based on quantitative and qualitative tools.Investment Strategist activity on all the media used by MoneyFarm (web,newspapers, tv).
  • Allianz Global Investors Sgr Spa
    Portfolio Manager Multiasset
    Allianz Global Investors Sgr Spa Jun 2006 - Jan 2013
    Milan And Paris
    Global Asset Allocation and funds of funds portfolio management (dedicated analyst of alternative strategies).Portfolio manager of the Italian AGI fund of funds (Multi20, Multi50, Multi90, MultiEuropa, up to 1bn of AUM).
  • Euromobiliare Asset Management Sgr
    Portfolio Manager Fixed Income
    Euromobiliare Asset Management Sgr Sep 2005 - Jun 2006
    Milan, Lombardy, Italy
    Portfolio Manager Fixed Income
  • Bcc Risparmio&Previdenza S.G.R.P.A.
    Portfolio Manager Fixed Income
    Bcc Risparmio&Previdenza S.G.R.P.A. Apr 2001 - Sep 2005
    Milan Area, Italy
    Portfolio manager of bonds portfolios and risk analysis activity on bond portfolios.

Claudio Barberis, Cfa Skills

Investment Advisory Services Fixed Income Portfolio Management Financial Markets Asset Allocation Bonds Asset Management Investments Bloomberg Emerging Markets Financial Services Asset Managment Mutual Funds Etfs Alternative Investments Fund Of Funds Investment Banking Investment Management Capital Markets Hedge Funds Investment Strategies

Claudio Barberis, Cfa Education Details

Frequently Asked Questions about Claudio Barberis, Cfa

What company does Claudio Barberis, Cfa work for?

Claudio Barberis, Cfa works for Kairos Partners Sgr

What is Claudio Barberis, Cfa's role at the current company?

Claudio Barberis, Cfa's current role is Director at Kairos Partners Sgr.

What is Claudio Barberis, Cfa's email address?

Claudio Barberis, Cfa's email address is ba****@****bero.it

What schools did Claudio Barberis, Cfa attend?

Claudio Barberis, Cfa attended Cfa Institute, Università Bocconi, University Of London, Liceo Classico S.pellico Cuneo.

What skills is Claudio Barberis, Cfa known for?

Claudio Barberis, Cfa has skills like Investment Advisory Services, Fixed Income, Portfolio Management, Financial Markets, Asset Allocation, Bonds, Asset Management, Investments, Bloomberg, Emerging Markets, Financial Services, Asset Managment.

Who are Claudio Barberis, Cfa's colleagues?

Claudio Barberis, Cfa's colleagues are Simona Costanzi, Matteo Bonfanti, Yulli Spighi, Rocco Bove, Kairós Representações, Alessandra Cacopardo, Jay Jeon.

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