Marc Defilippi Email & Phone Number

Zurich, Switzerland

Zürich Area, Switzerland

Institutional Sales Switzerland Sales for Swiss Pension Funds, Banks, IAMs, FOs and other financial intermediaries. Fostering communication and contacts with major Swiss Pension Fund consultants Planning, organization and presentation at client events and investment conferences Client servicing, investment content edition and review of RFP requests.

Lausanne Area, Switzerland

Non-executive function providing independent advice supporting Lemvi's business development efforts in a efficient and systematic way. Ad-hoc / opportunistic referals to facilitate business opportunities.

Tortola, British Virgin Islands

Responsible inter alia for establishing investment objective and investment strategy of the Company and each of its Segregated Portfolios, for monitoring the Company’s and Segregated Portfolios’ performance and for the overall management and control of the Company.

Switzerland

Sales and Business Development for Swiss market and beyond (DACH).Introduction of Asset Managers to institutional investors (Pension Funds, Insurances, Banks, Foundations, Family Offices and local consultants).Consulting for market strategy and product positioning.Investment Advice and Marketing support, specialized in Alternative Assets.Relationship.

Lausanne Area, Switzerland

• Portfolio management of quant-driven strategies, risk monitoring – Deputy CIO.
• Member of the Finethic Microfinance Fund Investment Committee.
• Client Servicing, Sales/Marketing for Swiss Pension Funds, Insurances, Banks and other financial intermediaries.
• Marketing and Product Development. Launch of new tactical bandwith-management product and Finethic Microfinance II Fund.
• Coordination, support and participation in fund management… Show more
• Coordination, support and participation in fund management activities.Implementation of Hedging Strategies for Managed Accounts and Funds. Verification and approval of MFI-Loans/Investments.Reporting and Presentation.

Geneva Area, Switzerland

• Business Development and Prospection of Institutional clients.
• Responsible of all non-investment related business affairs including office infrastructure and staff.
• Compliance and Risk-Management, insuring adherence to regulatory requirements.
• Relationship Management and Communication with clients.Sales Coverage Europe with focus SwitzerlandClient communication, arrange client meetings and conference calls with fund managerDeliver presentations and updates.
• Relationship Management and Communication with clients.Sales Coverage Europe with focus SwitzerlandClient communication, arrange client meetings and conference calls with fund managerDeliver presentations and updates.

Switzerland

Institutional relationship management covering Pension Funds, financial institutions (banks, asset managers), family offices and foundations.Promotion and sales of the company's investment expertise and service for bespoke multi-manager solutions and "niche"​ products within traditional and alternative investments.Fostering communication and contacts with.

Switzerland

Portfolio- & Risk-management of Tailor-made FoHF Portfolios and Client Relationship Management.Portfolio Construction with Alternative Investment Strategies for various prospects.Business Development and Prospection including Sales Presentations.Head Product & Solutions Committee, responsible for coordinating various products initiatives.FoHF-Award.

Geneva Area, Switzerland

Investment Advisory for UHNWI and Key Clients across all regions (EMEA).Portfolio Analysis and Investment Recommendations. Part of a newly created 3-person Advisory group within the bank.Product Development and Product Specialist.

Geneva Area, Switzerland

Investment Advisory & Business Development for UHNWI & Key Clients covering Northern European Markets.Portfolio Analysis, Investment Recommendations and Trading Strategies. Headed the local APS/APA-Team of 3 headcounts (Active Portfolio Supervision/Advisory). Raised Assets under advisory from <100mio to 1bio during tenure.Provided internal education /.

Greater Chicago Area

(Brinson Partners Inc., affiliated to UBS AG)Strategic Asset Allocation Department, responsible for Performance Attribution and Analysis.Benchmark Construction and Reconciliation, Peer Group Analysis. Part of a 4-person team. Initiated and implemented automation of Datafeed process in cooperation with IT-Team.

Basel Area, Switzerland

(Swiss Bank Corporation, merged to UBS AG)Junior Relationship Manager at Basel BranchInternal SBC Traineeship Program (JKP), various positions within SBC Private Bank including Portfolio Management, Relationship Management Desk Germany, Securities Management and Administration/Backoffice.Internal education programs on Private Banking

Lic.Rer.Pol. (Master Degree), Economics

Ciia, Certified Intl. Investment Analyst

High School, Economics

Education record