Alessandro Ripolli
Portfolio Management Officer - Wealth Management @Vontobel
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WORK HISTORY
Portfolio Management Officer - Wealth Management @Vontobel
Milano, IT
Member of the CIO Team of Vontobel WM SIM in Milan, serving italian clients\' investment needs through Investment Advisory and Discretionary Solutions.Main duties: Support Relationship Managers in investment dialogues with high net worth individuals by understanding clients\' objectives and preferences to build strategic asset allocations and propose tactical adjustments; Leverage the Vontobel Wealth Management platform to develop tailored investment proposals, utilizing both discretionary mandates and customized advisory solutions; Conduct periodic portfolio reviews and performance analyses to ensure alignment with clients\' goals; Participate in periodic macro and strategy meetings as well as local Investment Committees to define investment strategies and positioning; Perform various analyses on macroeconomic trends, sector/company specific investment themes and controls for risk management purposes; Maintain and rebalance discretionary mandates.
EDUCATION
Università Bocconi
Bachelor's degree, Economics and finance (CLEF)
Northwestern University
Campus Abroad Program, Credit Risk Management
Liceo Classico Marco Foscarini (Venezia)
Diploma di maturità classica
Università Bocconi
Master's degree, Accounting, Financial Management and Control (AFC)
ABOUT ALESSANDRO RIPOLLI
I\'m 31 years old, born in Venice (Italy), currently working in Milan in the Wealth…
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