Paolo Anastasi Senior Relationship Manager

Areas of Expertise
  • Portfolio Management
  • Private Clients Advisory
  • Long-term experience in the Swiss Banking environment

After finishing his studies in Economics and Banking Sciences at the Università Cattolica del Sacro Cuore in Milano, Paolo started working first as sales on Fixed Income and Structures product in Yamaichi (Italia) SIM SpA, then (a couple of years later) as futures and options broker for Fimat Futures (Société Générale Group) and later as a fund Manager for J.P. Morgan in Milan.

Some time after his degree Paolo also became a certified international investment analyst (CIIA).
Later on, he was head of portfolio manager for UBS in Italy and eventually decided to move to Switzerland to become Senior Private Banker for UBS Switzerland.

Furthermore, Paolo has multiple years of experience as managing partner of an independent wealth management company in Switzerland, which rounds up his experience in the financial world, thus not limited to big banking institutions.

 

Paolo Joined Vector WM as Senior Relationship Manager in July 2023