Figura professionale: Senior Project Manager
Nome Cognome | : R. B. | Età | : 50 |
---|---|---|---|
Cellulare/Telefono | : Riservato! | : Riservato! | |
CV Allegato | : Riservato! | Categoria CV | : Project Manager/Architetto SW/ IT Manager |
Sede preferita | : Svizzera |
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Sommario
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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