Daniela Coppo Email & Phone Number

Barcelona, Ct, Es

Barcelona, Catalonia, Spain

CaixaBank Wealth Management Luxembourg is a Luxembourg based Private Bank owned by CaixaBank group, a leading European financial institution.We offer independent advisor service only through portfolio management, independent advisory and RTO.We provide wealth management, wealth planning and philanthropy services to HNWI, based on their sophisticated needs.

Luxembourg

Luxembourg Association of Wealth Managers, or L.A.W.M aims to bring together all Wealth Managers by facilitating relations and contacts between them. In addition to this promote, organise, and disseminate scientific, ethical and educational information referring to Wealth Management techniques and its related branches by all appropriate means to all its members. L.A.W.M encourages exchanges between all Wealth Managers based in Luxembourg and abroad. L.A.W.M is a registered… Show more Luxembourg Association of Wealth Managers, or L.A.W.M aims to bring together all Wealth Managers by facilitating relations and contacts between them. In addition to this promote, organise, and disseminate scientific, ethical and educational information referring to Wealth Management techniques and its related branches by all appropriate means to all its members. L.A.W.M encourages exchanges between all Wealth Managers based in Luxembourg and abroad. L.A.W.M is a registered Luxemburgish asbl. Show less

Barcelona, Catalonia, Spain

Luxembourg

Luxembourg

Julius Baer is the leading Swiss private banking group dedicated to serving and advising sophisticated private clients and financial intermediaries from around the world.

Luxembourg

Société Générale Private Banking Luxembourg is part of Société Générale Group, one of Europe's leading banking groups, offering financial services, wealth management, wealth planning and other financial solutions to HNWI.Intership as part of the Master in Wealth Management:• Responsible for assisting Senior Relationship Managers of different markets in handling client files (Credits, KYC, AML, Fatca…).• Handling client’s orders. • Assisting Senior Relationship Managers in… Show more Société Générale Private Banking Luxembourg is part of Société Générale Group, one of Europe's leading banking groups, offering financial services, wealth management, wealth planning and other financial solutions to HNWI.Intership as part of the Master in Wealth Management:• Responsible for assisting Senior Relationship Managers of different markets in handling client files (Credits, KYC, AML, Fatca…).• Handling client’s orders. • Assisting Senior Relationship Managers in preparing researchs, presentations and meetings.• Participation to internal meetings about financial markets• Assisting Wealth Planners in analyzing client's personal situation for the proposal of tailored solutions.• Update of italian and spanish regulatory framework regarding wealth planning.• Assisting Wealth Planners in finding new business sources. Show less

Luxembourg

Equi Specialized Asset Management is a Luxemburg-based, commercial global investment advisory firm specializing in fund administration.Equi Specialized Asset Management is General Partner of EQUI SICAV SIF, an “open architecture platform”, created to enable private and institutional clients to launch their own fully supported and administrated Luxembourg regulated SICAV SIF Funds.• Responsible for evaluating new market strategies, identifying long-term organizational strategic goals… Show more Equi Specialized Asset Management is a Luxemburg-based, commercial global investment advisory firm specializing in fund administration.Equi Specialized Asset Management is General Partner of EQUI SICAV SIF, an “open architecture platform”, created to enable private and institutional clients to launch their own fully supported and administrated Luxembourg regulated SICAV SIF Funds.• Responsible for evaluating new market strategies, identifying long-term organizational strategic goals and business opportunities.• Prospection, development of new business relationships, increase of revenue thanks to the creation of new sales tools and the international network.• Customer Relationship Management and set-up of complete distribution processes and channels: Private banking, Institutional partners, family offices, wealth management companies, independent financial advisors, life insurance companies, HNWI. Show less

Luxembourg

Elite Advisers an independant financial adviser company specializing in niche investments and elitist products. Passion Investment is a concept that is a compliment to traditional investment products but with an emotional value something tangible ( luxury, wine, antiquities, art....)• Responsible for Italy, Switzerland (Ticino), Spain, Portugal, Andorra and Brazil. Evaluating new market strategies and business development• Promotion of the Elite’s Exclusive Collection funds (wines… Show more Elite Advisers an independant financial adviser company specializing in niche investments and elitist products. Passion Investment is a concept that is a compliment to traditional investment products but with an emotional value something tangible ( luxury, wine, antiquities, art....)• Responsible for Italy, Switzerland (Ticino), Spain, Portugal, Andorra and Brazil. Evaluating new market strategies and business development• Promotion of the Elite’s Exclusive Collection funds (wines, vintage watches, diamonds, precious stones, vintage jewels)• Prospection, development of existing and new business relationships, increase of revenue within existing investors thanks to the creation of new sales tools and the international network.• Customer Relationship Management and set-up of complete distribution processes and channels: Private banking, Institutional partners, family offices, wealth management companies, independent financial advisors, life insurance companies, private clients – wealthy and HNWI Investors, EAFI's in Spain…• Presentations and events organization in different countries Show less

Luxembourg

• Customer monitoring for southern Europe markets: Italy, Portugal, Cyprus, Greece, Malta. • Daily contact with customers• Supply chain organization: preparation of orders for merchandise in stock, transport and delivery arrangement• Prospection• Price negotiation with customers• Invoice and payment control• Contribution to professional trade exhibition in the managed countries: support in stand organization, presentation of products range to visitors, direct… Show more • Customer monitoring for southern Europe markets: Italy, Portugal, Cyprus, Greece, Malta. • Daily contact with customers• Supply chain organization: preparation of orders for merchandise in stock, transport and delivery arrangement• Prospection• Price negotiation with customers• Invoice and payment control• Contribution to professional trade exhibition in the managed countries: support in stand organization, presentation of products range to visitors, direct sales Show less

Luxembourg

MassMutual Europe S.A. designs wealth-management and succession-planning solutions to address the needs of affluent clients and HNWI, operating on a cross-border basis in the European Union, primarily focusing on Belgium, Italy and Germany. MassMutual Europe distributes its products through relationships with private banks, asset managers and independent brokers.• Administration of an Italian market portfolio for the life insurance product « Private Series Italia » connected to a… Show more MassMutual Europe S.A. designs wealth-management and succession-planning solutions to address the needs of affluent clients and HNWI, operating on a cross-border basis in the European Union, primarily focusing on Belgium, Italy and Germany. MassMutual Europe distributes its products through relationships with private banks, asset managers and independent brokers.• Administration of an Italian market portfolio for the life insurance product « Private Series Italia » connected to a dedicated fund.• Link between the depositary bank in Luxembourg and the bank in Italy (private banking)• Monthly report for the clients with the progression of the fund • Orders preparation of strategy variations primes and surrenders.• Control and import on the system of NAV and change values on Bloomberg application.• Commercial support Show less

Luxembourg

• Administration and orders following • Logistic organisation (transport, deliveries)• Commercial support (support and language support for business customers during visits to Spain)• Handling complaints and follow up after sale• Pricing

Master In Wealth Management, Wealth Management

The Master in Wealth Management aims to educate and train future Wealth Managers. The curriculum is developed by the Luxembourg School.

Certificate In Wealth Management, Wealth Management, Certificate In Wealth Management

Topics covered: - Landscape of Wealth Management in Asia - Cross-Cultural Leadership & Management - Private Equity - Wealth Management.

Master In International Business, International Business/Trade/Commerce

International Relations, International Business/Trade/Commerce, Bachelor, International Relations/Trade/Commerce

Scientific High School, Scientific High School