Italy
Extensive experience and solid background in private banking; Strong communication skills; Strong management skills; Quantitative financial skills (financial market, investments, trading, etc..). Specialties: Project Management; First impact communication; Long term connections.
High value advisory for H.N.W.I. (Finance advisory, Real Estate advisory, Tax & Legal advisory, Art Advisory, Trust and Fiduciary); Supporting Private Bankers in the asset allocation choices, product selection, with particular emphasis on the portfolio diversification and the constant risk monitoring, value protection, value creation and corporate finance; Build up contacts supported by technical experts (managers, corporate advisories, real estate advisories, etc); Collaboration and cooperation with Managers/Private Bankers in client portfolio management (H.N.W.I. over €. 2,5 Million), meeting organization and technical support.
High value advisory for H.N.W.I. (Finance advisory, Real Estate advisory, Tax & Legal advisory, Art Advisory, Trust and Fiduciary); Supporting Private Bankers in the asset allocation choices, product selection, with particular emphasis on the portfolio diversification and the constant risk monitoring, value protection, value creation and corporate finance; Build up contacts supported by technical experts (managers, corporate advisories, real estate advisories, etc); Collaboration and cooperation with Managers/Private Bankers in client portfolio management (H.N.W.I. over €. 2,5 Million), meeting organization and technical support.
High value advisory for H.N.W.I. (Tax & Legal advisory, Real Estate Advisory, Art Advisory, Trust and Fiduciary); Collaboration and cooperation with Private Bankers in client portfolio management (Private over €. 2,5 Million); Supporting Private Bankers in the asset allocation choices, product selection, with particular emphasis on the portfolio diversification and the constant risk monitoring; Build up contacts supported by technical experts (managers, tax advisories, etc); Managers / Private Bankers meeting organization and technical support.
Arrangement and closing operations; Tax substitutes certification; Budget classification according to U.E. normative; Supporting appeal for bankruptcy; Fiscal and tributary consulting to non-profit organizations; Bookkeeping for professionals and companies; Fiscal and tributary consulting to society of capitals; Double-entry bookkeeping; Tax return; Small and medium company economic management consulting; Bookkeeping, juridical and fiscal issues of the liquidation; Liquidation and cessation of person's society; Support and verification of the periodical bookkeeping check of companies and associations.