Marco Rinaldi

Marco Rinaldi Email and Phone Number

Resp. Markets and Portfolio Management at Aequitum @ Aequitum
lugano, ticino, switzerland
Marco Rinaldi's Location
Ticino, Switzerland, Switzerland
Marco Rinaldi's Contact Details

Marco Rinaldi work email

Marco Rinaldi personal email

n/a
About Marco Rinaldi

My professional career has been mainly concentrated on Financial Services and Asset Management. I had the opportunity to deepen aspects for different products, strategies and services along disparate investment cycles and for different target’s clients. I personally run Funds in the past or supervised professionals managing Funds or Discretionary Portfolios.

Marco Rinaldi's Current Company Details
Aequitum

Aequitum

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Resp. Markets and Portfolio Management at Aequitum
lugano, ticino, switzerland
Website:
aequitum.com
Employees:
7
Marco Rinaldi Work Experience Details
  • Aequitum
    Resp. Markets And Portfolio Management
    Aequitum Sep 2019 - Present
    Lugano - Switzerland
    View
  • Efg Asset Management (Efgam)
    Senior Portfolio Manager
    Efg Asset Management (Efgam) 2017 - Sep 2019
    Lugano - Switerland
    Plus cooperation in some Asset Management Projects:• Fund’s Offering Restructuring (Funds Mergers, Liquidations, Cross-Border Mergers, etc.)• Governance
    View
  • Bsi Bank
    Head Of Centralized Discretionary Mandates
    Bsi Bank 2014 - 2017
    Lugano - Switzerland
    • Led a Team of four Portfolio Managers responsible for Centralized Mandates covering different risk profiles and currencies plus the management of BSI SA Strategic Funds• Led a Team of seven colleagues in the Operations responsible for daily Mandates flows, Institutional Mandates, clients onboarding, Data Analysis• Voting Member of BSI’s Investment Committee
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  • Bsi Bank
    Senior Project Manager, Product Management Dept.
    Bsi Bank Dec 2013 - Nov 2014
    Lugano - Switzeraland
    • Fully dedicated to a Bank strategic project within a Group mandated to review the AM capacity. More specifically supporting in designing the new Bank Investment Process responsible to produce the House View (Philosophy, Process, Research, etc.)• Re-joined the Asset Management Department by the end of the year to implement some of the sub-projects decided by the Group (Equity Research, Investment Process and CIO profiling)
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  • Bsi Bank
    Bank'S Own Proprietary Investments
    Bsi Bank 2007 - 2013
    Lugano - Switzerland
    • Responsible for the Investment Bank Book (not Trading). Member of some Alternative Funds Investment Committees.
    View
  • Bsi Bank
    Head Of Centralized Discretionary Mandates And Multi-Manager
    Bsi Bank 2006 - 2007
    Lugano - Switzerland
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  • Bsi Bank
    Responsible For In House Funds, Advisory And Analysts
    Bsi Bank 2001 - 2006
    Lugano - Switzerland
    Responsible for In House Funds, Advisory and Analysts
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  • Bsi Bank
    Fixed Income Fund Manager And Responsible For Fi Fund Managers Team
    Bsi Bank 1994 - 2001
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  • Bsi Bank
    Private Banking Adivisory
    Bsi Bank 1993 - 1994
    Lugano - Switzerland
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  • Bsi Bank
    Capital Markets - New Issues (Syndication, Selling And Trading)
    Bsi Bank 1982 - 1993
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Marco Rinaldi Skills

Asset Management Portfolio Management Fixed Income Mutual Funds

Frequently Asked Questions about Marco Rinaldi

What company does Marco Rinaldi work for?

Marco Rinaldi works for Aequitum

What is Marco Rinaldi's role at the current company?

Marco Rinaldi's current role is Resp. Markets and Portfolio Management at Aequitum.

What is Marco Rinaldi's email address?

Marco Rinaldi's email address is m.****@****tum.com

What skills is Marco Rinaldi known for?

Marco Rinaldi has skills like Asset Management, Portfolio Management, Fixed Income, Mutual Funds.

Who are Marco Rinaldi's colleagues?

Marco Rinaldi's colleagues are Shyla Pierallini-Cimarolli, Paola Bollini, Simon Tognola, Marco Comini, Gianmaria Bernasconi, Sabrina Meni - Poma.

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