Luca Michienzi, CFA, CAIA

Luca Michienzi, CFA, CAIA

Apprentice

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location of Luca Michienzi, CFA, CAIAZurich, Zurich, Switzerland

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  • Timeline

  • About me

    Account Manager at Wellington Management | Partner at Brainie | Volunteer at CFA Society Switzerland & CAIA Association

  • Education

    • ZHAW School of Management and Law

      2012 - 2016
      Bachelor of Sciences in Business Administration Banking and Finance

      Bachelorthesis: Quality Investing in Schweizer Aktien - Eine Gross Profitability-basierte Portfolioanalyse

    • KV Business School Zürich

      2008 - 2011
      Commercial Apprenticeship Banking
  • Experience

    • Citibank (Switzerland) AG

      Aug 2008 - Jul 2011
      Apprentice
    • UBS Asset Management

      Aug 2011 - Feb 2017
      • Product Management - Infrastructure & Private Equity

        Oct 2012 - Feb 2017
      • Securities Specialist - Settlement Operations

        Aug 2011 - Sept 2012
    • Wellington Management

      Mar 2017 - now

      Relationship Management and Business Development - Wealth Management clients in Switzerland, including banks, family offices and financial intermediaries Relationship Management and Business Development - Wealth Management clients in Switzerland, including banks, family offices and financial intermediaries Relationship Management and Business Development - Institutional clients in Switzerland and Italy

      • Account Manager - Global Wealth Management

        Jul 2021 - now
      • Relationship Analyst - Global Wealth Management

        May 2020 - Jun 2021
      • Relationship Analyst - Institutional clients

        Mar 2017 - May 2020
    • Brainie

      Feb 2022 - now
      Partner

      Brainie is a leading preparation provider of study material for sustainability-related certificates, including the CFA Institute Certificate in ESG Investing, GARP Sustainability and Climate Risk Certificate and FSA Credentials (Level 1).The Brainie study material includes the Brainie Question Bank with 500+ questions, a summary sheet with all the essentials and two mock exams to mimic exam conditions. Brainie is a practitioners-led endeavour aiming to optimise the exam preparation experience and enhance chances of success. Show less

  • Licenses & Certifications

    • Sustainability and Climate Risk (SCR) Certificate

      Global Association of Risk Professionals (GARP)
      May 2023
      View certificate certificate
    • Certificate in ESG Investing

      CFA Institute
      Mar 2022
      View certificate certificate
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2021
    • CAIA Charterholder

      CAIA Association
      Nov 2022
      View certificate certificate
    • UniFi by CAIA Private Debt Microcredential

      CAIA Association
      Feb 2024
      View certificate certificate
  • Volunteer Experience

    • Volunteer

      Issued by CFA Society Switzerland on Mar 2022
      CFA Society SwitzerlandAssociated with Luca Michienzi, CFA, CAIA
    • Volunteer

      Issued by CAIA Association on Dec 2022
      CAIA AssociationAssociated with Luca Michienzi, CFA, CAIA