I am Andrea, a graduate in Economics from Università Cattolica del Sacro Cuore, with international experience gained through academic programs in London, Budapest, and Utrecht. I further specialized in Finance and Intercultural Resources and passed the professional qualification exam with a score of 99/100. As a Wealth Manager, I specialize in providing bespoke financial solutions for private and international clients with assets held in Italy.

Dedicated to offering expert advice and tailored solutions to meet the complex financial needs of High-Net-Worth Individuals (HNWIs). My expertise covers a wide range of areas, from investment management and asset allocation to tax and insurance advisory, multi-generational wealth planning, and banking and real estate financing.While my services span multiple areas, my primary focus is on investment management. I provide clients with diversified, efficient portfolio solutions, overseeing all aspects of portfolio design (strategic asset allocation), portfolio management (tactical asset allocation), and underlying investment selection (stocks, bonds, ETFs, and funds).

Core Areas of Expertise

1. Investment Portfolios – Expert management and selection of stocks, bonds, ETFs, and funds
2. Wealth Advisory – Tailored solutions for wealth protection, succession planning, tax optimization, and insurance
3. Real Estate – Innovative strategies combining financial and real estate investments for long-term value
4. Corporate Advisory – Liquidity management solutions to enhance financial stability for businesses