Our Team
United in vibrant diversity and driven by disciplined insight and data,
we challenges conventional thinking to safeguard and grow your legacy across generations.
- Over 27 years of experience in wealth management, with a strong focus on UHNW clients and strategic leadership.
- Former Head of Investment Team Head and Portfolio Manager at a leading Swiss Private Bank.
- CFA Charterholder with a cum laude degree in Economics from Bocconi University (Milan, Italy); expert in investment advisory, wealth planning, and client relationship management.
Andrea Millacci, CFA
Partner & Chairman
- Over 18 years of experience in wealth management, risk analysis and family office operations.
- Experienced executive overseeing operations and key corporate functions, with a background as Investment Specialist and Portfolio Manager focused on discretionary mandates and risk management.
- CFA Charterholder with a Master’s in Finance; expert in portfolio analytics, organizational governance and process optimization.
Jason Rampling, CFA
Portfolio Manager &
Managing Director
- Over 22 years of experience in wealth management and investment advisory.
- Former Head of Portfolio Management at Kairos Asset Management Lugano, former Investment Advisor at Julius Baer Lugano.
- Background in fixed income with a focus on HNWI clients.
Andrea Boella
CIO & Managing Director
- Over 18 years of experience in the financial sector with a focus on compliance.
- CAS Fidleg Officer.
- Extensive experience in aligning corporate policies with FINMA standards, AML/KYC processes, and transactional monitoring to ensure full regulatory compliance.
Valentina Dalla Bona
Compliance Officer
- 10 years of experience in the financial sector, fund management and risk management.
- Specialized in risk assessment and mitigation, development of control strategies and reporting.
- Graduated with honors in the USA with a double major in Economics and Business Administration with a minor in Political Science, with a strong international orientation. CAS Fidleg Officer.
Guia Carlini
Risk Manager
- Over 25 years of experience in the financial sector with a focus on HNWI clients.
- Extensive experience in accounting and administrative fields, wealth planning and private client management.
- Head of HR.
Pamela Blum
Head of Administration
- Over 15 years in software development, data feed integration and IT systems for wealth management.
- Specialized in process automation and tailored data analytics for the financial sector.
- Advanced expertise in managing operational flows and optimising internal processes.
Marko Ilic
IT & Operations Specialist
- Over 25 years of experience in finance, trading and international industrial management.
- Former GM for industrial groups in China; expert in cross-border operations and business growth.
- Expert in investment advisory and private client management (HNWI). Miguel worked for the BSI Bank Family Office (Patrimony 1873) and Julius Baer Bank.
Miguel Casanovas
Senior Relationship Manager
- Over 10 years of experience in the financial sector focusing on back and middle office operations and operational flow management.
- Degree in Business Economics.
- Advanced skills in operational risk management, financial reconciliation and reporting, ensuring precision and regulatory compliance.
Fabio Franzolin
Back & Middle Office Specialist
- Six years of experience in quantitative finance.
- Master’s degree in Quantitative Finance from Bocconi University.
- Quantitative Portfolio Manager.
Pietro Silvestri
Quantitative Portfolio Manager
- Accountant with solid experience in financial accounting, financial statement preparation, tax planning and administrative management, with in-depth knowledge of the Swiss tax system.
- High accuracy, confidentiality, and team spirit, with proven skills in bank reconciliations and organizing accounting and tax documentation.
Lidia Denti
Accounting & Administration
- Over 30 years of career in legal, language education and administrative back office.
- Teaching experience and legal background complement a versatile profile with expertise in documentation and multilingual communication.
Jeannette Gonzalez
Reception & Administration
Vincenzo D’Alba
Vincenzo D’Alba
Logistics & Administration
Request a comprehensive family-wealth assessment
to explore our proven approach to safeguarding your legacy.