Fabio Trussardi

I am a financial professional with over 20 years of experience in investment management, equity analysis and leadership roles. I contributed to client acquisition and retention through financial presentations and asset allocation reviews. I have an extensive experience in managing high-net-worth client portfolios and a deep understanding of financial markets.

Currently, as a member of the Investment Committee for a global Family Office and Trusts, I provide strategic advice on investments across asset classes. My financial experience has consistently contributed to the positive performance of clients' portfolios and enhanced client satisfaction.

In recent years, as the CEO of my family publishing company, I led a team of 13 employees, improving business profitability before overseeing the sale of the company. This role honed my leadership and business development skills, which I believe will be invaluable in driving business growth and client engagement.

During my tenure at ‘UBS Wealth Management's Chief Investment Office’ from 2007 to 2019, I was responsible for equity investment decisions within the European banking and insurance sectors. I also played a key role in formulating investment themes and marketing the 'UBS House view' to clients, which further developed my ability to communicate complex financial concepts effectively.

I hold a degree in Economics from the University ‘L. Bocconi’ in Milan and I am a qualified Chartered Public Accountant (CPA). I studied for the Chartered Financial Analyst (CFA) Level III examination and achieved the ‘Level 4 Unit 1 Investment Management Certificate’ (CFA UK).

I am fluent in English, Italian, French, and Spanish, with a command of German at level B2, making me well-equipped to serve international clientele.