Paolo Anastasi

After completing his studies in Economics and Banking at Università Cattolica del Sacro Cuore in Milan, Paolo began his career in fixed income and structured product sales at Yamaichi (Italia) SIM SpA. A couple of years later, he became a futures broker at Fimat Futures, part of the Société Générale group, before going on to work as a Fund Manager at J.P. Morgan in Milan.

Paolo subsequently obtained the CIIA (Certified International Investment Analyst) qualification.

As his career progressed, Paolo became Head of Portfolio Management at UBS in Italy and later, following his move to Switzerland, a Senior Private Banker at UBS Switzerland.

Paolo also spent several years as Managing Partner of an independent Swiss wealth management firm, broadening his professional experience beyond the sector’s major financial institutions.