Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Executive Vice President
Boreal Capital ManagementExecutive Vice President
Jun. 2023Zurich, SwitzerlandExpand Boreal investor base originating a book of new clients from scratch, acquiring a dozen high net worth business investors. Managing their bankable assets globally in Switzerland, US and Europe.
Founder and CEO
MB Consulting SRLFounder and CEO
Feb. 2022Milan, Lombardy, ItalyCreate my own International consulting firm providing advisory services for extraordinary international transactions in the real estate, finance, M&A, lobbying, and corporate financing sectors.
Senior Relationship Manager
LFG Family Office SASenior Relationship Manager
Oct. 2021 - Apr. 2023Lugano, Canton Ticino, SvizzeraExpand LFG investor base while growing capital commitments from existing and new investors. Apported several mio USD of new assets in 1 year
Executive Director - Europe and Brazil Market
Julius BaerExecutive Director - Europe and Brazil Market
Mar. 2017 - Oct. 2021Lugano, Ticino, Switzerland Senior Relationship Manager. International assignment in Brazil, Helping the integration of an Important Family Office acquired in SΓ£o Paulo with Bank in Switzerland. Increase number of new clients and revenue of 60% in 3 years.
Director - Senior Private Banker
Julius BaerDirector - Senior Private Banker
Nov. 2013 - Feb. 2017Lugano, Ticino, SwitzerlandSenior Relationship Manager. Originated a book of business from scratch, acquiring several dozen high net worth business clients and helping local offices achieve double-digit growth year over year.
Private Banker - Associate director
UBSPrivate Banker - Associate director
Sep. 2007 - Oct. 2013LuganoInternational private banker with focus on Latin American clients.
Compliance Officer
Sella Holding BancaCompliance Officer
Nov. 2006 - Jul. 2007Milan Area, ItalyBuilt the Compliance office and implemented the Mifid procedures.
Junior Compliance Officer
CitiJunior Compliance Officer
Apr. 2005 - Oct. 2006Milan Area, ItalyAML Specialist and Risk Monitoring. Market abuse specialist.
Lawyer apprenticeship
Studio legale ForgioneLawyer apprenticeship
Oct. 2004 - Sep. 2006Como Area, ItalyPreparation bar exam in Milan
Assistant team-leader
Wyndham Worldwide / RCIAssistant team-leader
Jan. 2001 - Aug. 2001Cork - IrelandSelling time-sharing. Bestseller in May 2001. Increase 125% of revenues in the second quarter of 2001.

Requests

Touchpoint image
11
Service Pitch
Top-Tier Wealth and Portfolio Management Services
Touchpoint image
9
Service Pitch
Wealth manager based in Switzerland
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
See more people like Massimo on Intch
Sales & BizDev
365863 people
23
In-House Counsel @ Independent
15
Program Manager, Consultant
27
Realtor- Relocation Consultant- Political Scientist @ INVΓ©STIA Properties L.P.
Sales & BizDevBusiness Development Manager
88195 people
23
In-House Counsel @ Independent
27
Realtor- Relocation Consultant- Political Scientist @ INVΓ©STIA Properties L.P.
0
Founder | Ex-Global Head in Fortune 100 | Actor Screen & Voiceover | Media Trained, Speaker & CX Specialist