Stefano Ambrogi

Head of Investment Advisory Lugano, Bank Julius Bär

Lugano, Schweiz

Fähigkeiten und Kenntnisse

Asset Management
Portfolio Management
Fund Management
Expericence in Fund management company / sicavs /
Market Research (macro micro sector themes ideas c
(U) HNWI / Institutional clients & prospects facin
Department Management / Führung
Finanzdienstleistungkonzepte auf Kundenbedürfnisse
Mehrsprachigkeit und Multikulturell
Führungserfahrung / Leadership and Team Management
Advisory

Werdegang

Berufserfahrung von Stefano Ambrogi

  • 8 Jahre und 9 Monate, Sep. 2006 - Mai 2015

    Head of Group Investment Services

    BSI AG

    I am the Head of the Asset Management department, that is responsible for the bank Asset Allocation strategy, the view on investments, the managment of BSI funds and research (macro, micro, themes, 3rd party funds, single security). It counts on about forty headcounts.

  • 8 Jahre und 3 Monate, Juni 1998 - Aug. 2006

    Chief Investment Officier

    AUREO SGR

    CIO of the company, prev. Head of Equity Funds

  • Head of Investment Advisory Lugano

    Bank Julius Bär

    Investment Advisory

Ausbildung von Stefano Ambrogi

  • 8 Monate, Juni 2013 - Jan. 2014

    Senior Management Program in Banking

    Swiss Finance Institute

    Senior Management Program in Banking 2013-14 (four modules of one week each in four different European cities).

  • 1997 - 1999

    CFA Charterholder

    CFA Insitute

  • Degree in Economics

    Bocconi University, Milano ITALY

    Finance, Economics, Financial Maths & Statistic

Sprachen

  • Englisch

    Fließend

  • Italienisch

    Muttersprache

  • Spanisch

    Fließend

  • Deutsch

    Gut

  • Französisch

    Grundlagen

Interessen

Sports

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