Luca Rizzi

Experience

• 

  Swissquote

  Mar 2017 - Feb 2019

  - Managed relationships with a diverse portfolio of clients, delivering tailored financial advice and fostering long-term trust.- Provided insights into global financial markets, guiding clients on strategies across equities and derivatives.- Analyzed market trends and client portfolios to identify opportunities, supporting decision-making and optimizing investment outcomes.

  • Account Manager | Financial Advisory & Trading

    Sept 2017 - Feb 2019

  • Intern | Financial Advisory & Trading

    Mar 2017 - Aug 2017
• 

  Georgeson

  Feb 2019 - Mar 2021

  Governance Analyst | ESG, M&A & Activism

  - Supported AGM and EGM campaigns for publicly listed companies, ensuring strategic alignment with governance best practices and investor expectations.- Enhanced client ESG disclosures, particularly on executive remuneration, diversity, and sustainability.- Organized and led shareholder roadshows, engaging with institutional investors to address key governance and ESG issues, ultimately increasing investor support and alignment.- Supported the design and implementation of executive remuneration programs, securing high levels of shareholder approval and proxy advisor endorsement.- Contributed to thought leadership through publications in the Financial Times, Ethical Boardroom, and Activist Insight, strengthening Georgeson’s position as a leader in governance consulting.- Conducted in-depth analyses of shareholder activism trends and voting behaviors, providing actionable insights to guide client strategies and improve governance practices. Show less

• 

  CMi2i

  Mar 2021 - now

  Senior Associate | ESG, M&A & Proxy

  - Lead strategic ESG and governance advisory projects, delivering actionable insights that enhance transparency, foster shareholder alignment, and support sustainable growth.- Develop and implement corporate governance frameworks, including executive remuneration policies and board evaluations, achieving high levels of shareholder approval and proxy advisor endorsement.- Drive ESG reporting initiatives, aligning client disclosures with leading frameworks.- Advise on shareholder engagement strategies, including proxy solicitation, activism preparedness, and AGM/EGM campaign management, to strengthen client relationships and increase investor support.- Conduct detailed market research and data-driven analyses to identify emerging ESG trends, contributing to thought leadership and enhancing client awareness of governance best practices and sustainability priorities. Show less