Massimo Cavaletto

Experience

• 

  Swiss Bank Corporation (SBC)

  Jan 1992 - Jan 1995

  Economist: New CHF Bond Issues Department

  👉 CHF bond market research.👉 Pricing of structured products.

• 

  Swiss Bank Corporation (SBC) / SBC Warburg

  Mar 1995 - Jan 1997

  Economist: Global Research Team

  👉 Economic Research (Switzerland, Italy and Benelux).👉 Front support (sales and trading).

• 

  Credit Suisse

  Jan 1997 - Nov 1999

  Senior Economist

  👉 Economic and financial markets research.👉 Providing basic input for the asset allocation process of Credit Suisse.👉 Speeches, presentations and articles for the specialised press.

• 

  Julius Baer

  Jan 1999 - Jun 2001

  Portfolio Manager / Equity Analyst: Portfolio Management & Investment Research

  👉 Financial analyst, buy-side European equity analyst with sector responsibility for automobiles, consumption, construction and retail.👉 Portfolio manager for EUR discretionary mandates of all risk classes.👉 Investment proposals, front support and advisory.

• 

  Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd.

  Jul 2001 - Jan 2013

  Senior Portfolio Manager: Head Portfolio Management / Deputy CIO

  👉 Responsible for the bank’s centralized discretionary portfolio mandates.👉 Investment committee member.👉 Responsible for special and HNWI mandates.👉 Financial analyst, buy-side equity research USA and Europe, stock picking ideas and letters.👉 Managing a team of up to six portfolio managers.👉 Head of fund selection team.👉 Head of internal market meeting.👉 Managed the asset allocation mutual fund OP-Invest CHF.👉 Monitoring the asset allocation process.👉 Point of contact for around 30 Client Advisors.👉 Regular portfolio management product presentations for Client Advisors. Exibir menos

• 

  Deutsche Bank

  Jan 2013 - Jan 2017

  Senior Portfolio Manager

  👉 A3 (Active Asset Allocation) committee member. The committee is responsible for the tactical asset allocation of standard Deutsche Bank EMEA discretionary portfolio management mandates. EMEA wide AUM in the tens of billions EUR (excluding Germany).👉 Tailored discretionary portfolio management mandates.👉 Team Head Portfolio Management Oppenheim Mandates for the integration time span of former Oppenheim discretionary portfolio management mandates into Deutsche Bank framework.

• 

  UBS

  Jan 2017 - Jan 2019

  Senior Client Portfolio Manager UHNW

  👉 Represent traditional and sustainable (ESG) discretionary mandate solutions to UHNW clients and/or family offices.👉 Develop and set-up tailor-made mandate solutions.👉 Regular portfolio review meetings with UHNW mandate clients and/or family offices.👉 Close collaboration with client advisors (client reviews and acquisition meetings), IPS and UHNW units as well as UBS CIO office to ensure excellence in portfolio delivery and increase client experience.👉 Client Investment Committee voting member of entrusted discretionary UHNW flagship solutions. Exibir menos

• 

  Sabbatical Break

  Jun 2019 - Jan 2020

  Advanced Training

  Advanced Training:🎓 Certified Financial Advisor IAF🎓 Swiss-Certified Financial Planner with Federal Diploma

• 

  Credit Suisse Asset Management (Schweiz) AG

  Jun 2020 - Jul 2021

  Investment Controller

  👉 Daily monitoring of investment guidelines: pension funds, family office mandates and funds.👉 Analyse and document breached investment guidelines, report breaches to portfolio managers. Ensure necessary corrections and measures.👉 Pre-trade controls and currency overlay checks.👉 Prepare and send management reports at the end of a reporting period.👉 Clarify questions regarding investment guidelines based on relevant laws, regulations and contracts.

• 

  Credit Suisse

  Jan 2021 - Jan 2022

  Senior Mandate Specialist

  👉 Client-facing review and acquisition meetings.👉 Reporting and communicating portfolio performance, positioning, transactions, capital markets developments as well as the House View.👉 Providing strategic investment advice and services to discretionary mandate clients.👉 Interaction and close collaboration with a dedicated business area and relationship managers.

• 

  LGT Bank (Schweiz) AG

  Jan 2022 - now

  Senior Portfolio Manager

  👉 Portfolio Manager for Complex Multi-Asset and Sustainability Mandates