Luca Cattaneo Email & Phone Number

Lugano, Canton Of Ticino, Switzerland

Product Manager of the Bank’s investment solutions • Product lifecycle management (value chain) of the Investment Solutions offering of the Bank: Funds (including alternative and private white label funds), Discretionary Portfolio Mandate, Structured Products, Islamic Finance offering;• Definition of products’ procedures and alignment to current regulations;• Maintenance and execution of the legal documentation, in close cooperation with Legal and Compliance department;• Handling and finalization of distribution agreements;• Training of the private bankers;• Sales management for group and private white label funds.Project Manager within Bank’s offering related projects, e.g.• Update and developments of the Islamic Finance offering for EFG Bahrain and new branch in Dubai / UAE: the offering is encompassing investment solutions (discretionary mandates, special purpose vehicles, advisory service), deposits and credit facilities (Murabaha and Reverse Murabaha);• Launch of the new alternative funds platform of the bank; • BSI Bank - EFG Bank integration project, streams on fund offering and fund corporate structures (for this task I’ve been temporary re-located in Luxembourg);• Set-up and launch of EFG Fund Management Company S.A., fund management company under Luxembourg law (for this task I’ve been temporary re-located in Luxembourg);• Restructuring of the pricing schemes for Private Banking Europe clients;• Set-up and promotion of the value proposition for Private Banking Europe clients;• Definition of the Value Proposition for the Islamic Clientele of the Bank, supporting the launch of the Dubai Branch;• Impact analysis and on-boarding of new legal directives on investments (CISA, MiFID, AIFMD…).

Switzerland

Product & Sales Manager of Bank’s investment solutions (funds and structured products)- Product life cycle management (investment solutions);- definition of products’ procedures and regulations;- finalization of distribution agreements;- training of private bankers;- maintenance of legal documentation of the offering, in collaboration with Legal and Compliance dept.Project Manager within Bank’s offering related projects, e.g.- BSI-EFG funds offering and funds corporate structures integration project;- set-up and launch of BSI Fund Management S.A., management company under Luxembourg law;- redesign of the pricing schemes at Group level, declined by Bank’s regions and customer segments;- set-up and promotion of the value proposition for Private Banking Europe;- impact analysis and on-boarding of new legal directives on investments (CISA, MiFID, AIFMD…).Market Area Business Partner for Private Banking Europe, - value proposition for the area;- promotion of cooperation of the area with the asset management. Main tasks and accomplished goals:- Active contribution to the launch of the Luxembourg fund management company, in particular by organizing the distribution and compliance controls system. The project, based in Luxembourg, has been completed ahead of schedule and in full respect of the budget; - launch of a new BSI corporate bonds fund and relevant assets collection (about 120 million Eur);- launch of the first Bank's "Master/Feeder" fund structure and relevant assets collection (about 140 million Eur);- set-up of the distribution of BSI funds in Italy, in cooperation with BSI Europe - Milan and Allfunds Bank.

Milan Area, Italy

Client Relationship Manager & Sales -Institutional clients development and maintenance (banking foundations, insurance companies, investment funds and pension funds, family offices);-(for the subsidiary company Epsilon SGR ) brand management, company and value positioning, product management.Main tasks and accomplished goals:-Maintenance of the subsidiary company Epsilon clients portfolio during the merger period;-new distribution agreements signed (3 new Banks and a Family Office);-renewal of the institutional clients’ presentation of the subsidiary company Epsilon.

Milan Area, Italy

Head of Marketing Analysis Office (heading of 2 direct reports)-Profitability analysis of the investment products;-commercial planning, campaign management.Main tasks and accomplished goals:-Development of Marketing Information Systems Office to Marketing Analysis Office, and renewal of the analysis set supporting the Board;-supervision over the sales department Data Room during the merger of Nextra Investment Management and Credit Agricole Asset Management.

Consultant for the Transformation Consulting department

Manifattura Tessile Diemme SRL is a family owned company dealing with production and distribution B2B of home textile equipment. It’s based in Lombard textile district. Its value chain goes from purchasing raw materials from outer markets (East Europe and Asia) to production of home textile items to commercialization through main Italian distribution channels.

105, Economics

Diploma Di Maturità Scientifica