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Massimo Cavaletto

Angestellt, Senior Portfolio Manager, LGT Bank (Schweiz) AG
Abschluss: Master of Arts UZH (lic. oec. publ.), Universität Zürich
Zürich, Schweiz

Fähigkeiten und Kenntnisse

Portfolio Management
Kundenbetreuung und Avisory
Aktien
Bonds
Hedge Funds
Commodities
Private Equity
Finanzmarkterfahrung und -wissen
Anlageberatung
Vermögensverwaltung
Asset Allocation Entscheide.
Avaloq
Microsoft Office
VBA

Werdegang

Berufserfahrung von Massimo Cavaletto

  • Bis heute 2 Jahre und 8 Monate, seit Okt. 2022

    Senior Portfolio Manager

    LGT Bank (Schweiz) AG

  • Bis heute 2 Jahre und 8 Monate, seit Okt. 2022

    Senior Portfolio Manager

    LGT Bank (Schweiz) AG

  • Bis heute 3 Jahre und 10 Monate, seit Aug. 2021

    Senior Mandate Specialist

    Credit Suisse

    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.

  • 1 Jahr und 2 Monate, Juni 2020 - Juli 2021

    Investment Controller

    Credit Suisse Asset Management

    Daily monitoring of investment guidelines: pension funds, family office mandates and funds. Analyse and document breached investment guidelines, report breaches to portfolio managers. Ensuring 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.

  • 1 Jahr, Juni 2019 - Mai 2020

    Weiterbildung

    IAF - Interessengemeinschaft Ausbildung im Finanzbereich

    Dipl. Finanzplaner mit eidgenössischem Fachausweis Dipl. Finanzberater IAF

  • 2 Jahre und 1 Monat, Mai 2017 - Mai 2019

    Senior Client Portfolio Manager UHNW

    UBS

    Represent traditional and sutainable 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/family offices. Close collaboration with client advisors, 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.

  • 4 Jahre, Mai 2013 - Apr. 2017

    Senior Portfolio Manager

    Deutsche Bank AG

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

  • 11 Jahre und 11 Monate, Juli 2001 - Mai 2013

    Head Portfolio Management and Deputy CIO

    Sal. Oppenheim

    Responsible for the bank’s centralized discretionary portfolio mandates Buy-side research USA and Europe, stock picking ideas and letters Full CIO responsibility during five months at the outset of 2010 (CIO job vacancy) Member of the investment committee Managing a team of up to six portfolio managers Responsible for special and HNWI mandates Head of the internal market meeting Conference calls with family officers and client meetings Monitoring the asset allocation process

  • 1 Jahr und 7 Monate, Dez. 1999 - Juni 2001

    Portfolio Manager

    Bank Julius Bär

    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 Weekly stock selection presentations for relationship managers Articles for the press and for Julius Baer publications

  • 2 Jahre und 8 Monate, Apr. 1997 - Nov. 1999

    Economist / Equity Strategist

    Credit Suisse

    Economic Research Team Economic and financial markets research Speeches, presentations and articles for the specialised press

  • 2 Jahre, März 1995 - Feb. 1997

    Economist

    SBC Warburg

    Economic Research Front support (sales and trading)

  • 2 Jahre und 5 Monate, Okt. 1992 - Feb. 1995

    Economist

    Swiss Bank Corp.

    CHF bond market research Pricing of structured products

Ausbildung von Massimo Cavaletto

  • 2019 - 2020

    IfFP - Institut für Finanzplanung

  • 1999 - 1999

    EFFAS

  • 1999 - 1999

    AZEK

  • 1995 - 1995

    FCA

  • 1992 - 1992

    Economics

    Universität Zürich

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Französisch

    Gut

  • Italienisch

    Muttersprache

  • Spanisch

    Grundlagen

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