Partner & Head of Private Banking
Paolo has a university degree in Banking and Economic Sciences from the Università Cattolica del Sacro Cuore of Milano and is a Certified International Investment Analyst (CIIA).
His working experience: Paolo started his career as Institutional Sales of fixed income, derivatives and structured products for institutional clients in Italy and joined Fimat Futures Italia Sim (Société Générale Group) two years later, specializing into Equity derivatives.
In 1996, Paolo had the opportunity to join JP Morgan where he strengthened his asset management knowledge through managing fixed income investment funds and UHNW portfolios.
He then pursued his career at UBS where he worked for over 10 years. He was initially Head of Portfolio Management in Italy before moving to Switzerland to be part of the Active Entrepreneurs Team.
In 2010, Paolo decided to make the move to CMB Banque Privée as Senior Private Banker. A year later he overtook the responsibilities of Head of Private Bank and became Member of the Executive Board.
Lately, Paolo was a Senior Client Advisor in a private bank in Ticino where he nurtured and developed the HNW and UHNW clientele.
Paolo joined Sumus Capital as Head of Private Banking and Member of the Executive Board.< Back to team