Loris Capoferri's Location
Zurich, Switzerland
Loris Capoferri's Work
- Partner and Wealth Officer @ ZWEI Wealth
- Client Advisor HNW, Vizedirektor @ New York Fitness
- Client Advisor Swiss Instit. Customers @ New York Fitness
- Client Advisor Core Affluent Customers @ New York Fitness
- Various @ New York Fitness
Loris Capoferri's Education
- Daniel Wasser Language School, Buenos Aires
Spanisch Language Certificate B2 (Spanish)
2009 - 2009 - UBS Business University
Certified Client Advisor HNWI - Lead Offering Training (Wealth Management)
2008 - 2008 - Institut für Finanzplanung (IfFP) Switzerland
Finanzplaner mit eidg. Diplom (Diverse)
2001 - 2005
- Institut für Fianzplanung (IfFP) Switzerland
Finanzplaner mit eidg. FA (Diverse)
1998 - 1999 - Lorraine Martin College, Brisbane
University of Cambridge First Certificate in English Grade B (English Language Course)
1992 - 1992 - Alliance Francaise
Diplome de Langue Francaise (Französische Sprache und Literatur)
1989 - 1989 - Berufsschule Rorschach
Eidg. Fähigkeitszeugnis Kfm. Angestellter Typ R (UBS Banklehre)
1983 - 1986 - Ministero Italiano Degli Affari Esteri
Corso integrativo di Lingua e Cultura Generale Italiana (Italienische Sprache und Literatur)
1974 - 1982 - SAQ Swiss Federal Swiss Certification Service
Certified Wealth Management Advisor CWMA (Wealth Management)
2014
Loris Capoferri's Skills
- Wealth Management
- Financial Planning
- Foreign Languages
- Portfolio Management
- Asset Management
- Investments
- Economics
- Banking
- Wealth Management Services
- Financial Services
Loris Capoferri's Summary
Loris Capoferri, based in Zurich, Switzerland, is currently a Partner and Wealth Officer at ZWEI Wealth, bringing experience from previous roles at UBS Wealth Management. Loris Capoferri holds a 2009 - 2009 Spanisch Language Certificate B2 in Spanish @ Daniel Wasser Language School, Buenos Aires. With a robust skill set that includes Wealth Management, Financial Planning, Foreign Languages, Portfolio Management, Asset Management and more, Loris Capoferri contributes valuable insights to the industry. Loris Capoferri has 3 emails on RocketReach.
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