Team

The whole is greater than the sum of its parts​

Over more than a decade, we have built a multidisciplinary and committed team of business leaders with long standing and international experience in wealth management, alongside with young and promising professionals​.

Board of Directors

Augusto Valli

Managing Director & Co-founder

Leopoldo Brunacci

Managing Director & Co-founder

Graziano Deli

Chairman of the Board
Independent Member

Federico Aloisi

Independent member of the Board

Simona Ingignoli

Independent member of the Board

Gianmarco Alvisi

President of the Executive Board

Augusto Valli

Member of the Executive board

Leopoldo Brunacci

Member of the executive board

Michele Valli

Member of the executive board

Daniele Del Monte

Chief Investment Officer

Claudio Meneghini

Head of Operations & Portfolio Manager

Gianluca Franti

Portfolio Manager

Luca De Capitani

Financial Analyst

Lorenzo Galbiati

Business Developer, Institutional Sales

Giulia Traverso

Administrative Executive, HR & Internal Compliance deputy​

Elisa Basili

Head of Back Office, Internal Risk Manager

Luca Verdicchio

Head of Middle Office

Maria Cristina Pagani

Executive Personal Assistant​

Patrick Polak

Accounting Manager, In Outsourcing

Avv. Raffaele Rossetti

External Compliance Officer, Deputy Risk Manager

Roberto Bissoli

External Risk Manager, Deputy Compliance Officer

Great things in business are never done by one person. They're done by a team of people.