Pierluigi Amicarella
Family Officer @Unione Fiduciaria
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WORK HISTORY
Family Officer @Unione Fiduciaria
Milan, IT
Wealth governance (different family goal and interest alignment, IInvestment Policy Statements, family council and committees, etc)- Competitive Request For Proposal (RFP) to select efficient service providers (managers, etc)- Wealth and Tax consolidation via periodic reporting: performance analysis (contribution/attribution), ex post/ex ante risks, costs (including implicit costs) and asset allocation; leveraging data flow between Unione Fiduciaria and 200 banks / 70 life insurance companies- Wealth Planning: strategic cash flow management (ALM), wealth protection and business succession planning, coordinating investment committees and implementing investment strategies and risk monitoring for Trusts (Unione Fiduciaria as Trustee)- Coaching & mentoring young family members
EDUCATION
Università Bocconi
1999, Econometrics
ABOUT PIERLUIGI AMICARELLA
Family Wealth Governance & Wealth Planning - IPS (Investment Policy Statement), Strategic Asset Allocation (SAA)/ Asset Liability Management (ALM)- Manager selection via competitive RFP (requests for proposals, public and private markets)- Wealth/Asset Consolidation: independent calculation of consolidated performances (contribution/ attribution), asset allocation, risks ex post and ex ante, costs (implicit and explicit), cashflow- Risk management: market and operational risks (Var, Expected Short Fall, Scenario Analysis, Factor Risk Modeling, Counterparty Risk, Liquidiy Risk, etc)- Tax consolidation and accountability support for asset owners (private and holding cos)- Setup of dedicated investment vehicles (insurance policies, trusts, holdings cos, etc). Professional background: 25 years experience in Italy, UK and Switzerland in international banking and financial industry as advisor for HNWI, families and investment holdings, senior investment advisor for pension schemes and endowments, senior equity & derivative specialist for institutional investors.
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