A young team, with international experience

About me

After graduating from Business School, he held senior positions at banking institutions, overseeing information technology, operational processes and administrative services. He joined Banca Credinvest in 2007 as Deputy Director, heading the Information Technology and Organisation Division. Since 2020, he has served as Deputy General Manager.

About me

A graduate in Economics from Mount Allison University in Canada, he began his career as a precious metals trader. He subsequently worked in London for a major Japanese commodities trading group and held senior positions at a leading European bank specialising in online trading of financial instruments. He joined Banca Credinvest in 2013 as Head of the Institutional Clients Team and has served as General Manager since 2021.

About me

After graduating from Business School with a Federal Vocational Baccalaureate in Business, he held senior positions at banking institutions in the trading of financial instruments. He also gained extensive experience in back-office operations and settlements. He joined Banca Credinvest in 2007 as Head of the Trading and Treasury Division. Since 2021, he has served as Deputy General Manager.

About me

A law graduate from the University of Fribourg, he was admitted to the Zurich Bar in 2009. Before joining Banca Credinvest, he gained extensive professional experience at law firms and held senior positions at other banking institutions and at a legal and regulatory advisory firm specialising in financial institutions, where he became a partner. Since 2021, he has served as Deputy General Manager, with responsibility for the Legal & Compliance function.

About me

With a strong academic background, Giuseppe holds a degree in Corporate Finance from Luiss Guido Carli University and a double degree in Global Finance from Fordham University, gaining an in-depth understanding of the financial sector and an international perspective.

Specialising in institutional client support, he carefully assesses each request, ensuring a prompt, efficient and attentive service. His meticulous attention to detail and ability to quickly understand clients' needs make him a reliable point of contact in managing institutional client relationships, consistently providing timely responses and tailored solutions.

About me

With a Master's degree in Financial Communication and the SAQ "Certified Wealth Management Advisor (CWMA)" certification obtained at Centro Studi Villa Negroni, Debora combines solid financial expertise with a strong humanistic perspective.

Her educational background enables her to gain a thorough understanding of her clients' needs, supporting them in both wealth management matters and family-related considerations. Through an empathetic, dialogue-driven approach, Debora builds lasting relationships based on trust, offering tailored solutions that reflect each client's individual circumstances.

Her combination of financial expertise and communication skills makes her a trusted advisor, bringing together professionalism and genuine personal attention.

About me

Ecaterina holds a degree in Business Management from the University of Trento and is currently pursuing a Master's degree in Banking and Finance at the University of Verona. She is building her professional career in the financial sector, enthusiastically deepening her understanding of private banking advisory and client support.

In her role as Private Banking Assistant, she supports the team with an approach defined by precision, discretion and a strong commitment to service quality. She considers these values essential to delivering a comprehensive client experience and contributing to the development of lasting relationships built on trust.

About me

His dual background in communications and finance, combined with professional experience in both the corporate and banking sectors, has enabled him to develop a highly adaptable profile while strengthening his negotiation and communication skills. His passion for a variety of sports and hobbies has also helped him build, maintain and nurture long-standing relationships with clients and business partners.

About me

With over thirty years of experience in the financial and insurance sectors, Luca has developed extensive expertise in the distribution of financial products and business development, working across Italy, Switzerland and Liechtenstein. Throughout his career, he has held relationship management and commercial leadership positions, focusing particularly on network development and managing relationships with clients and business counterparties.

His professional approach is characterised by attentive listening and a commitment to building relationships based on trust. His ability to combine commercial expertise with a genuine focus on personal relationships has enabled him to establish strong, long-lasting partnerships.

About me

With a solid financial education from Università della Svizzera italiana and the University of St. Gallen, Marco has developed and strengthened long-standing relationships with institutional clients, external asset managers and sophisticated ultra-high-net-worth (UHNW) clients, providing tailored, high-value-added solutions.

Specialising in cross-asset structuring and securitisation, Marco combines technical expertise, attention to detail and strategic insight. His experience in international and highly structured environments enhances his ability to collaborate effectively within teams and contribute to the development of sophisticated solutions for the most discerning clients.

About me

Giulia holds a degree in Economics of Financial Intermediaries from Università Cattolica del Sacro Cuore (UCSC) in Milan and a degree in European Studies in Investor Relations and Financial Communication from Università della Svizzera italiana (USI) in Lugano.

Drawing on her expertise in investor relations strategies, as well as persuasion and communication techniques within the financial sector, Giulia has successfully developed Credinvest's communication strategy, strengthening the bank's positioning and corporate identity.

About me

With extensive expertise and well-established relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, Roberto leads the Institutional Clients team at Banca Credinvest. His expertise is underpinned by extensive professional experience in the sales and distribution of structured products.

He spent twelve years at a major Swiss bank in Zurich, focusing on strategic planning and the development of alternative investment strategies. He subsequently established his own asset management company in German-speaking Switzerland, bringing his wealth of experience and expertise in asset management to the business.

Having returned to Ticino, where he began his banking career, Roberto is pursuing his business vision at Credinvest, with the ambition of expanding the bank's institutional activities in terms of both business volumes and geographical reach.

About me

With a consultative approach focused on personalisation and tangible results, Andrea advises institutional clients, including banks, brokers and investment funds, providing tailored solutions in highly specialised areas.

He has particular expertise in structuring non-traditional financing transactions, including supercar loans and niche asset-backed loans, as well as execution, settlement and custody services designed to meet complex and diverse requirements.

Andrea also contributes to the development of flexible investment solutions through bespoke securitisation transactions, combining technical expertise, reliability and a thorough understanding of the specific needs of institutional clients.

About me

Through her academic and professional background, Sara has developed the skills needed to grow and establish herself in the business sector, taking on administrative roles involving regular interaction with both internal and external clients.

Her adaptability has enabled her to gain experience across several teams within Credinvest, including Back Office and Client Administration, before moving into Institutional Client Support in 2024.

Today, with a comprehensive understanding of the bank's operational processes, Sara approaches challenges with effective time management, critical thinking and a solution-oriented mindset.

About me

With thirty years of experience in Swiss private banking, Andrea has developed an in-depth understanding of the market and its dynamics. He fosters connections and builds strong relationships among professionals in the financial sector. His excellent communication skills and targeted sales approach enable him to identify strategic business opportunities and establish valuable, long-lasting relationships.

About me

With thirty years of experience in international private banking, Giuseppe has developed an extensive network of entrepreneurs and external asset managers. Trust and a holistic approach are at the heart of his client relationships, enabling him to provide advice based on a comprehensive understanding of each client's needs and objectives.

His diverse professional experiences beyond the financial sector have further strengthened his negotiation skills, active listening abilities and emotional intelligence, allowing him to build meaningful, long-lasting relationships founded on mutual trust.

About me

Anna holds a Commercial Employee Diploma and a Certificate of Advanced Studies (CAS) in Wealth Management, obtained in 2020 at Centro Studi Villa Negroni in Vezia. She has over twenty years of professional experience as a Private Banking Assistant.

Drawing on her extensive expertise, Anna has established strong relationships with private clients, external asset managers, fiduciary firms and insurance companies, providing dedicated support throughout every stage of the client relationship.

About me

He holds a Certificate of Advanced Studies (CAS) in Wealth Management from Centro Studi Villa Negroni (CSVN) in Vezia. A highly meticulous and reliable Private Banking Assistant, he brings twenty-five years of professional experience in the banking sector.

Throughout his career, he has developed a thorough understanding of the needs of both relationship managers and clients, enabling him to anticipate requirements and provide timely, accurate and high-quality support.

About me

With extensive experience supporting relationship managers and private banking clients, Sila stands out for her meticulous attention to detail and adaptability in navigating the complexities of the banking environment.

Her personality, expertise and professionalism have enabled her to build strong, productive relationships both within the bank and with external counterparties. A trusted point of contact, always ready to provide assistance and support.

About me

With over thirty years of experience in the financial sector, Marco has developed an in-depth understanding of financial markets through roles in client advisory, banking management and wealth management, both as an independent asset manager and within family offices.

Throughout his career, he has consistently focused on wealth management and nurturing strong relationships with business counterparts, with the aim of creating lasting value for his clients. His interpersonal skills, combined with his ability to listen and understand the needs of others, have been instrumental in building trust and establishing long-term partnerships.

About me

With extensive international experience in the banking sector, Paolo currently serves as Head of Private Banking. Over the years, he has contributed to Credinvest's growth, developing a deep understanding of the needs of both private and institutional clients.

His professional background combines strategic, organisational and commercial expertise with a holistic understanding of banking operations, processes and team management.

He began his career at a leading investment bank in London, specialising in capital markets, with a particular focus on structured finance, funding and liquidity solutions. He subsequently held a senior management position in the development of a digital bank in Italy, contributing to its start-up phase and the establishment of its operational structure.

Precision, pragmatism and a strong commitment to human values define his professional approach, with a particular emphasis on nurturing lasting relationships and delivering tailored solutions.

About me

As Head of the Zurich Branch, Markus brings more than thirty years of experience in Swiss and international private banking, combined with a strong commitment to an advisory approach that consistently puts the client at the center. Drawing on his many years with renowned Swiss banks, he combines in-depth market expertise with an outstanding network and a profound understanding of the needs of discerning private clients. His clients benefit from personal attention, efficient decision-making and tailored solutions aligned with their individual goals and financial circumstances. Discretion, reliability and continuity form the foundation of long-term partnerships that go far beyond traditional wealth management. With an entrepreneurial mindset and a genuine understanding of people, Markus stands for private banking with a personal touch and a clear commitment to preserving, developing and guiding wealth across generations.

About me

With more than twenty-five years of experience in financial markets, Oliver supports private clients in managing and raising their wealth. His approach is built on a deep understanding of individual needs, long-term trusted relationships, and highly personalized advice. Combining extensive market expertise with a strong focus on risk management, he develops tailored investment solutions designed to preserve and enhance clients' wealth over time.

About me

Andrea is known for her personal approach, trustworthiness, and commitment to building long-term client relationships. With more than thirty years of professional experience, including many years in Private Banking, she has established an outstanding reputation as a reliable, knowledgeable, and dedicated relationship manager. At the heart of her work are the people behind the numbers. Thanks to her strong client focus, discretion, and deep understanding of individual needs, she excels at building and nurturing long-lasting relationships based on trust. Clients appreciate her authentic personality, high service standards, and ability to provide personal, solution-oriented guidance, even in challenging situations. For Andrea, empathy, appreciation, and personal connection form the foundation of every successful client relationship.

About me

With more than thirty years of experience in the banking industry, Piera is a trusted point of contact for both relationship managers and private clients. Organized and genuinely dedicated to her work, she combines extensive banking expertise with a personal approach, helping her team deliver the highest standards of service and client support. Her specialist knowledge in lending, together with her fluency in Italian and French, discretion, and proactive attitude, is highly valued by both colleagues and clients.