Claudio Barberis, Cfa
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Claudio Barberis, Cfa Email & Phone Number

Responsabile Gestioni Patrimoniali at Kairos Partners SGR
Location: Milan, Lombardy, Italy 8 work roles 4 schools
1 work email found @libero.it LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Kairos Partners SGR
Role
Responsabile Gestioni Patrimoniali
Location
Milan, Lombardy, Italy
Company size
231 employees

Who is Claudio Barberis, Cfa? Overview

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Quick answer

Claudio Barberis, Cfa is listed as Responsabile Gestioni Patrimoniali at Kairos Partners SGR, a with 231 employees, based in Milan, Lombardy, Italy. AeroLeads shows a work email signal at libero.it and a matched LinkedIn profile for Claudio Barberis, Cfa.

Claudio Barberis, Cfa previously worked as Head of Investments Rothschild & Co WM Italy SIM SpA at Rothschild & Co and CIO - Head of Investments at Secofind Sim. Claudio Barberis, Cfa studied at Cfa Institute.

Company email context

Email format at Kairos Partners SGR

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*@libero.it
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Profile bio

About Claudio Barberis, Cfa

Claudio Barberis, Cfa is a Responsabile Gestioni Patrimoniali 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."

Listed skills include Investment Advisory Services, Fixed Income, Portfolio Management, Financial Markets, and 17 others.

Current workplace

Claudio Barberis, Cfa's current company

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Kairos Partners SGR
Kairos Partners Sgr
Responsabile Gestioni Patrimoniali
italy
Website
kairospartners.com
Employees
231
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8 roles

Claudio Barberis, Cfa work experience

A career timeline built from the work history available for this profile.

Responsabile Gestioni Patrimoniali

Current
Kairos Partners Sgr

Milan, Lombardy, Italy

Jul 2024 - Present

Head Of Investments Rothschild & Co Wm Italy Sim Spa

Rothschild & Co

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.

Jan 2019 - Jun 2024

Cio - Head Of Investments

Secofind Sim

Milan Area, Italy

Director. Multi Family Office. Asset allocation and fund selection across liquid and private markets for UHNWI.

Sep 2016 - Dec 2018

Investment Manager

Gruppo Banca Sella

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".

Sep 2015 - Sep 2016

Cio - Head Of Portfolio Management

Moneyfarm Sim Spa

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).

Jan 2013 - Sep 2016

Portfolio Manager Multiasset

Allianz Global Investors Sgr Spa

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).

Jun 2006 - Jan 2013

Portfolio Manager Fixed Income

Bcc Risparmio&Previdenza S.G.R.P.A.

Milan Area, Italy

Portfolio manager of bonds portfolios and risk analysis activity on bond portfolios.

Apr 2001 - Sep 2005
Team & coworkers

Colleagues at Kairos Partners SGR

Other employees you can reach at kairospartners.com. View company contacts for 231 employees →

AK Alla Koffi Thomas Alla Koffi Thomas Colleague at Kairos Partners SgrAbidjan, Côte D'Ivoire View → AS Annalisa Sinagra Annalisa Sinagra Colleague at Kairos Partners SgrRome, Latium, Italy View → RF Riccardo Francesco Quagliotti Riccardo Francesco Quagliotti Colleague at Kairos Partners SgrMilan, Lombardy, Italy View → LT Latanya Terrell Latanya Terrell Colleague at Kairos Partners SgrGreater Chicago Area, United States View → RM Rocio Martínez Rocio Martínez Colleague at Kairos Partners SgrArgentina View → ЕФ Евгений Фоломеев Евгений Фоломеев Colleague at Kairos Partners SgrKyrgyzstan View → JF Javier Ferrel Javier Ferrel Colleague at Kairos Partners SgrBolivia, Plurinational State Of View → JC Juan Carlos Del Valle Juan Carlos Del Valle Colleague at Kairos Partners SgrMexico City, Mexico View → SS Stefania Scotti Stefania Scotti Colleague at Kairos Partners SgrGreater Milan Metropolitan Area, Italy View → CR Chiara Ricci Chiara Ricci Colleague at Kairos Partners SgrPiacenza, Emilia-Romagna, Italy View →
4 education records

Claudio Barberis, Cfa education

Education record

Cfa Institute

CFA Charterholder - Member: CFA Instititute

Maturità Classica

Liceo Classico S.Pellico Cuneo
FAQ

Frequently asked questions about Claudio Barberis, Cfa

Quick answers generated from the profile data available on this page.

What company does Claudio Barberis, Cfa work for?

Claudio Barberis, Cfa works for Kairos Partners SGR.

What is Claudio Barberis, Cfa's role at Kairos Partners SGR?

Claudio Barberis, Cfa is listed as Responsabile Gestioni Patrimoniali at Kairos Partners SGR.

What is Claudio Barberis, Cfa's email address?

AeroLeads has found 1 work email signal at @libero.it for Claudio Barberis, Cfa at Kairos Partners SGR.

Where is Claudio Barberis, Cfa based?

Claudio Barberis, Cfa is based in Milan, Lombardy, Italy while working with Kairos Partners SGR.

What companies has Claudio Barberis, Cfa worked for?

Claudio Barberis, Cfa has worked for Kairos Partners Sgr, Rothschild & Co, Secofind Sim, Gruppo Banca Sella, and Moneyfarm Sim Spa.

Who are Claudio Barberis, Cfa's colleagues at Kairos Partners SGR?

Claudio Barberis, Cfa's colleagues at Kairos Partners SGR include Alla Koffi Thomas, Annalisa Sinagra, Riccardo Francesco Quagliotti, Latanya Terrell, and Rocio Martínez.

How can I contact Claudio Barberis, Cfa?

You can use AeroLeads to view verified contact signals for Claudio Barberis, Cfa at Kairos Partners SGR, including work email, phone, and LinkedIn data when available.

What schools did Claudio Barberis, Cfa attend?

Claudio Barberis, Cfa studied at Cfa Institute.

What skills is Claudio Barberis, Cfa known for?

Claudio Barberis, Cfa is listed with skills including Investment Advisory Services, Fixed Income, Portfolio Management, Financial Markets, Asset Allocation, Bonds, Asset Management, and Investments.

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