Massimo Cavaletto

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.

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.

Dipl. Finanzplaner mit eidgenössischem Fachausweis Dipl. Finanzberater IAF

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.

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.

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

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

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

Economic Research Front support (sales and trading)

CHF bond market research Pricing of structured products