Fabio Bortoli

Fabio Bortoli is a senior wealth adviser with over 30 years’ experience in international financial markets, Swiss private banking and cross-border wealth advisory.

He began his career in securities brokerage during the early development of derivatives markets, becoming one of the first professionals to trade Italian government bond (BTP) futures on London’s LIFFE market and a pioneer in the use of technical analysis in Italian and Swiss financial markets.

His experience in market activities and investment strategies subsequently evolved into private banking and wealth advisory. He developed long-term relationships with entrepreneurs, international families and private clients, with a particular focus on strategic asset allocation, wealth protection and succession planning.

Throughout his career, he has held senior positions at major Swiss financial institutions, including Banca Commerciale Italiana, Banca del Gottardo, BSI and J. Safra Sarasin. He also served on the Board of Directors of the Swiss Chamber of Commerce in Milan, representing BSI.

At Vector Wealth Management, he supports private and corporate clients with wealth preservation, succession planning and family office services, with a particular focus on cross-border advisory between Switzerland and Italy.