Luigi Barretta

Senior Personal Financial Advisor @Fineco Bank

Milan, IT

FinecoBank is a top player in the Italian financial advisory arena with more than 1,4 million clients, €82.6 bln AUM and several international awards for its trading platform and for customer satisfaction. Client based advisory, open architecture, high quality and customer friendly internet based investment platform, are the ingredients needed to thrive in today’s markets. I joined FinecoBank to provide my customers with a top class investment platform to implement my professional advice. Senior Personal Financial AdvisorRelationship management tasks: • customers base development;• customer financial and asset protection needs analysis;• customer risk attitude profiling;• customer risk awareness education;• customer emotions management;Advisory tasks:• portfolio asset allocation construction;• financial instruments selection;• portfolio monitoring and rebalancing;Wealth management tasks:• management of external legal, tax, accounting specialists;• support in implementing asset protection solutionsMain mission: to provide families with a solution to their financial and asset protection needs

MIP-Politecnico Di Milano

Executive MBA

Università degli Studi di Bologna

Laurea