Massimo Vasconi Email & Phone Number
Direttore, Senior Wealth advisor, Head of Lugano Branch, Co-Head Portfolio Management @ Belvoir Capital AG
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Massimo Vasconi Location
- Lugano, TI, CH
Massimo Vasconi Work
- 2025 -now Direttore, Senior Wealth advisor, Head of Lugano Branch, Co-Head Portfolio Management @
- 2018 -2025 DIRETTORE Senior Wealth Advisor ( Member of the Management Commitee) @ Alasia SA
- 2016 -2018 Direttore - Senior Wealth Advisor @ Leonardo Swiss SA
- 2012 -2016 Partner @ Patrimony1873
- 1998 -2013 Vice President @ BSI SA
Massimo Vasconi Education
- Centro studi bancari villa negroni
Executive master in fiscalità internazionale (Finance and Financial Management Services)
2006-2007 - European trade association
executive master (Marketing and information system)
1998-1998 - Università Commerciale 'Luigi Bocconi'
Laurea (Economia aziendale - Nascita e sviluppo nuove imprese -)
1992-1997
Massimo Vasconi Skills
- Change Management
- Private Banking
- Strategia Dimpresa
- Wealth Management
- Risk Management
- Management Consulting
- Management
- Banking
- Private Equity
- Strategic Planning
- Equities
- Asset Management
- Financial Markets
- Microsoft Excel
- Portfolio Management
- Leadership
- Business Planning
- Business Strategy
- Investments
- Fixed Income
- Due Diligence
Massimo Vasconi Summary
- Massimo Vasconi, based in Lugano, TI, CH, is currently a Direttore, Senior Wealth advisor, Head of Lugano Branch, Co-Head Portfolio Management at Belvoir Capital AG. Massimo Vasconi brings experience from previous roles at Alasia SA, Leonardo Swiss SA, Patrimony1873 and BSI SA. Massimo Vasconi holds a 2006 - 2007 Executive master in fiscalità internazionale in Finance and Financial Management Services @ Centro studi bancari villa negroni. With a robust skill set that includes Change Management, Private Banking, Strategia Dimpresa, Wealth Management, Risk Management and more. Massimo Vasconi has 3 mobile phone numbers on RocketReach.
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