Financial Strategy's human resources provide a complete range of professional services, developed during many years of experience in this specific sector, or this specific field of activity. If you would like more information about Financial Strategy's services please complete the form in the Feedback section or directly call one of the members of the team.
Born in Turin (Italy), September 8th, 1952. High school in Turin and economic studies at Turin University. 1977-1981: Banca Popolare di Novara, Turin. 1982-1983: Banca Popolare di Novara, Frankfurt. 1983-1984: Italian International Bank, London. 1984-1987: Banca Popolare di Novara, Luxembourg. 1987-1999: ENI International Bank, Monaco, treasurer ('87-'92) and CFO ('92-'99). From 1999 at Financial Strategy, Monaco. Languages: Italian, English and French.
Born in Legnano (Italy) on 2-12-1971. Baccalaureate in Milan and studies in Economics at the University Carlo Cattaneo, Castellanza (Italy) 1998-1999: Banco Popolare Commercial and Industrial of Luxembourg, Intern 2001-2002: Axa insurance, Paris, Intern 2002-2003: BPI, London, obtained FSA Certification. 2003-2009: BSI, Lugano. Wealth Manager. 2009-2015: Julius Baer, Lugano. Senior Wealth Manager. End 2015-Present: Financial Strategy, Monaco. Wealth Manager. Languages: Italian, English and French.
Born in Lugano (Switzerland), June 5th, 1954. High school in Lugano and economic studies in Lausanne. 1977-1980: Union Bank of Switzerland, Lugano - Shearson Loeb Rhodes, London - Vor Financiere, London. From 1981: employee first, and then director of Surfid SA, today Financial Strategy SA. From 1998: director first, and then president of Financial Strategy Sam - Monaco. Cantonal licence of Financial Fiduciary (Canton Ticino). Member of the Board of the "Monaco Association for Financial Activities" ("AMAF"), being the representative of the Management Companies part of AMAF. Member of various commissions, such as for example the Commission for the promotion of the Monegasque Market. Nomination to "Honorary Distinction by the Prince" in occasion of the National Day Celebration dated November the 19th, 2007 Languages: Italian, English, French and German.