Roberto Bortolotti Email & Phone Number
Wealth Management UHNW Advisory - South Europe, Zurich @ UBS Group AG
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Roberto Bortolotti Location
- Zürich, ZH, CH
Roberto Bortolotti Work
- 2024 -now Wealth Management UHNW Advisory - South Europe, Zurich @
- 2021 -now Executive Advisory Board Member @
- 2022 -2023 Fund Advisor @
- 2022 -2023 Investment and Business Advisor @ Various Family Offices & Entrepreneurs
- 2015 -2022 Head of Capital Markets, General Manager and Member of the Executive Board Switzerland @
- 2018 -2022 Senior Lead Financial Institutions Switzerland and Italy @
- 2016 -2018 Head of Financial Institutions and Public Sector Advisory Europe @
- 2012 -2018 Head of Financial Institutions Advisory Switzerland, Italy and Greece @
- 2012 -2018 Head of Financial Institutions Advisory Switzerland, Italy and Greece @
- 2006 -2012 Head of Financial Institutions Origination Italy @
- 2006 -2012 Member of the Board of Directors - iii Real Estate Fund Europe SICAV @
- 2000 -2012 Co-Founder, Board Member, Angel Investor @
- 2002 -2012 Private Equity Real Estate Development @ Invest Srl
- 2002 -2012 Private Equity Real Estate Development @ Invest Srl
- 2001 -2006 Debt Capital Markets Origination @
- 2001 -2006 Debt Capital Markets Origination @
- 1999 -2001 Private Equity Investment Analyst @
Roberto Bortolotti Education
- FitchLearning
Certified Wealth Management Advisor CWMA
- University of Leicester
Master of Business Administration (MBA) (Major in International Finance)
- Aarhus University
International Management (International Management)
- Alma Mater Studiorum – Università di Bologna
Economics & Commerce
Roberto Bortolotti Skills
- Banking
- Research
- Financial Institutions
- Syndicate
- Finance
- Financial Analysis
- Strategy
- Fig
- Private Equity
- Investment Funds Development
- Financial Advisory
- Fund Raising
- Capital Markets
- Investment Banking
- Information Technology
- Real Estate
- Investments
- Banks
- Team Management
- Transaction Origination
- Corporate Finance
- Renewable Energy
Roberto Bortolotti Summary
- Roberto Bortolotti, based in Zürich, ZH, CH, is currently a Wealth Management UHNW Advisory - South Europe, Zurich at UBS. Roberto Bortolotti brings experience from previous roles at AI Business School, Una Terra Venture Capital Fund, Various Family Offices & Entrepreneurs and Commerzbank AG. Roberto Bortolotti holds a Certified Wealth Management Advisor CWMA @ FitchLearning. With a robust skill set that includes Banking, Research, Financial Institutions, Syndicate, Finance and more. Roberto Bortolotti has 6 emails and 5 mobile phone numbers on RocketReach.
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