Aldo Tito Trinca
Bis 2021, Financial Consultant | PM | MBA University Zurich |20k+ Direct Contacts |, Aldo Tito Trinca, Tito Life, Asset Management & Financial Consulting
Uetikon am See, Schweiz
Werdegang
Berufserfahrung von Aldo Tito Trinca
15 Jahre, Aug. 2006 - Juli 2021
Financial Consultant | PM | MBA University Zurich |20k+ Direct Contacts |
Aldo Tito Trinca, Tito Life, Asset Management & Financial Consulting
Provide counselling and provision of services for institutional and private investors in financial and asset management, coordinating with independent experts from fiscal sector and associations with independent third party vendors. Managed equity mandates and balanced mandates on a worldwide base, developing special mandates constructed in line with client-specific requirements. Focus on long-term and short-term gains in variety of sectors, overseeing European and Swiss equities- and balanced mandates BVG.
2 Jahre und 5 Monate, Feb. 2004 - Juni 2006
First Vice President
Bank Julius Baer & Co. AG - Zurich
Senior Portfolio Manager Swiss Equities Mandates - Definition Avaloq Banking System - Introduction SimCorp Dimension. Managed client relationships and oversaw all general client service and reporting issues.
2 Jahre und 8 Monate, März 2001 - Okt. 2003
First Vice President
Vontobel Asset Management, Zurich/Vienna/Edinburgh (Scotland), New York
Head of International Equities and PM, First Vice President - PM European stock funds / High Net Worth Individuals - Leadership- / performance responsibility for global stock funds --> Regions, Focus Areas and Mandates -- Member of the Asset Allocation Committee of Vontobel-Group - Search, selection and monitoring of external PM's in Edinburgh, GB, (3 funds) - Search, selection and monitoring of VAM Team Vienna, Austria - Presentations at Raiffeisenbank events in Bozen, Tirol, Led staff of 16
3 Jahre und 3 Monate, Nov. 1997 - Jan. 2001
Managing Director / Senior Vice President, Zurich, London, New York, Chicago
ZFS* Zurich Scudder Investments AG
Head Equity Management and PM - PM European- / CH- Equities mandates / funds, BVG-mandates - Leadership- / performance responsibility equities- and BVG-mandates ZFS / Institutional and private investors - Member of the Investment Committee Scudder Investments, AG, Switzerland - Led staff of 8
6 Jahre und 1 Monat, Okt. 1990 - Okt. 1996
Member of Executive Management
ZFS* Zurich Investment Management AG, Zurich/London
- Portfolio Manager for global, European and Swiss equities mandates, balanced mandates (BVG) and bond mandates - Responsible for leading ZIM-CH - Acquisition of institutional and private mandates - Led staff of 5
1 Jahr und 9 Monate, Jan. 1989 - Sep. 1990
Head of Asset Management
Pension Fund for Civil Servants of Canton Zurich – Zurich
- Leadership- and performance responsibility Beamtenversicherungskasse des Kt. Zurich: Securities - Treasurer Kt. ZH / PM CH-euqities / derivatives PK - Member of the Asset Allocation Committee of the Canton and IST (Investmentstiftung für Personalvorsorge: ausländische Aktien- und Bondanlagen) - Introduction of revenue/risk-analysis (Consultant: Complementa) - Led staff of 6
2 Jahre und 3 Monate, Okt. 1986 - Dez. 1988
Portfolio Manager
UBS AG
- PM special mandate Far East, Group Specialist Functions - Bond Management: Sultan of Brunei, Borneo - FIAT (finance training) management training at UBS - 6-months stay in London including English language training and an apprenticeship with Salomon Brothers Inc., London (bonds)
11 Monate, Nov. 1985 - Sep. 1986
Auditor / Head of special audit of Banks
Schweizerische Revisionsgesellschaft (Revisuisse) – Zurich
Audit of banks, foundations and investment funds, Local Head of auditing for pension funds (legitimation: Semester study paper University Zurich„The New BVG: Selected Problems of the Second Pillar in Switzerland”, 1984, prof Dr Mark Hauser)
1 Jahr und 7 Monate, Apr. 1977 - Okt. 1978
Newsman
D & B Switzerland
Reporter for inquiries concerning credit ratings
5 Jahre und 3 Monate, März 1972 - Mai 1977
Commercial trainee / stockbrocker
Swiss Volksbank
For three years banking education and afterwards stock broker assistant at the Stock Exchange, Zurich
Ausbildung von Aldo Tito Trinca
1 Jahr und 3 Monate, Jan. 1995 - März 1996
Diversification, Asset Allocation, Stocks, Occupational Pension, Cash
IMD Business School Lausanne, Switzerland, Leadership and Personal Development
The International Institute for Management Development (IMD) was formed in 1990 following the merger of two management education centers that were originally created by Alcan and Nestle. IMD is set up to be primarily an executive education center and offers no university courses or affiliations.
4 Jahre und 2 Monate, Okt. 1981 - Nov. 1985
Business management
University of Zurich, MBA
Banking, Auditing, Accountancy, Fiscal law, Personnel management
Sprachen
Deutsch
Muttersprache
Englisch
Fließend