Figura professionale: Senior Project Manager

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Sommario

Senior Project Manager

Esperienze

COO, Green Ash Partners LLP, London                                                     April 2020 – Present

FCA regulated asset management firm, merged with Pentalpha Capital Ltd on the 1st April 2020

 

·         Responsible for the integration project between Green Ash and Pentalpha

·         Responsible for software and IT projects, as well as for the development of new products

·         Building and nurturing long-lasting relationships with key individual clients, internal and external stakeholders

·         Member of the investment committee and lead portfolio manager for the company’s multi asset class funds

 

CEO, Pentalpha Capital Ltd, London                                                                2015 – April 2020

FCA regulated asset management firm, merged with Green Ash Partners LLP on the 1st April 2020

 

·         Responsible for new projects and the development of the firm, opening European branch

·         Chairman of the investment committee, delivering ideas and investment strategy recommendations

·         Portfolio manager for the company’s multi asset class funds

·         Keeping a rigorous risk management approach, in line with clients’ risk tolerances

·         Building and maintaining long-lasting relationships with key individual clients

 

Key Achievements:

·         Revamped radically the product offering, project managed the creation of new Luxembourg investment vehicles, dedicated to HNWI’s and UHNWI’s needs

·         Streamlined investment processes, introduced risk management procedures and formal investment committee meetings

·         Fully reorganised the company, including reallocation of tasks and hiring of personnel, internal procedures, compliance monitoring, portfolio management software and IT infrastructure

·         Tripled assets under management, mostly achieved through client referrals and share of wallet

 

Chairman of the Board, Niche Asset Management Limited, London          2018 – Present

FCA regulated asset management firm

 

·         Chairman of the board, member of the Compliance and Internal Audit committees

·         Strategic consultant for the setup, maintenance and development of the Company and of its investment offering

 

 

 

Deputy CEO, UnipolSai, Saint George C.M., Lugano                                           2008 – 2014

FINMA regulated Swiss Asset Management Company, specialised in Alternative Investments

 

·         Created and managed the company

·         Coordinated quantitative research projects and, within the Executive Board, supervised the Quantitative Analysis and Risk Department

·         Member of the investment committee and portfolio manager for the company’s funds, with a focus on macro-fixed income and relative value strategies

·         Board member for the three Luxembourg SICAVs managed by the company

·         Presented products and investment solutions to prospects and clients, ranging from HNWI and relationship managers to fund of funds and major institutions

·         Acted as investment consultant for Banca Gesfid’s advisory mandates and participated in investment committee meetings of the bank, led the Saint George’s team

 

Key Achievements:

·         Project managed the set-up of the company and of its departments, liaised with financial authorities, external consultants and institutional stakeholders across different countries

·         Project managed the development of an equity quantitative strategy, successfully deployed in a UCITS alternative SICAV, revamped the discretionary asset management offer for the related private bank Banca Gesfid, introduced scenario based and alternative mandates

·         Raised 500 million EUR for Saint George’s single manager hedge funds from launch

 

Hedge Fund Manager, Fondiaria-SAI grp, Banca Gesfid SA, Lugano             2007 – 2008

Swiss Private banking institution

·         Designed strategic asset allocation for and co-managed two hedge funds, an equity market neutral and a macro-fixed income strategy

·         Participated in investment committee meetings for discretionary asset management and acted ad advisor for non-discretionary investment management mandates

 

 

Hedge Fund Manager, Vicos SA, Lugano, related party to Fondiaria-SAI     2005 – 2007

Investment management firm

Hedge Fund Portfolio Manager, Banca Zarattini & Co SA, Lugano                 2001 – 2005

Swiss Private bank and investment manager of Martin Group and Wolf Group hedge funds

Education
• Financial Risk Manager (FRM), level one, expected completion October 2020
• CFTE Artificial Intelligence in Finance, 2020
• CFTE Fintech Foundation Course, 2020
• CISI, UK Financial Regulation (Capital Markets Program) 2015
• Chartered Alternative Investment Analyst (CAIA) 2008
• Certified International Wealth Management (CIWM, AZEK-AIWM) 2007
• Master of Science in Chemical Engineering, Turin Polytechnic, cum Laude, 1999

Languages & relevant IT Skills
Italian mother tongue, English, French and German.
Bloomberg, StatPro, Trade Station, Programming in Visual Basic for Excel.
 

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