As an account manager, Luca supports the relationship management and business development efforts for Wellington Management’s clients and prospects in Switzerland’s wealth management channel. His responsibilities include assisting clients with long-term investment strategy and resolving day-to-day client issues, as well as regularly participating in meetings with clients to discuss new investment- and business-related issues. He is located in our Zurich office.
Prior to joining Wellington Management in 2017, Luca worked at UBS Asset Management in Zurich (2012 – 2016), where most recently he was an authorized officer in the Product Management Team of UBS’s Infrastructure & Private Equity Department, supporting both the investment and sales teams. Before that, he completed an apprenticeship at Citibank (Switzerland) AG.
Luca holds a BSc in business administration with a major in banking and finance from Zurich University of Applied Sciences (2016). Additionally, he holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. Additionally, he holds the CFA Certificate in ESG Investing as well as the GARP Sustainability and Climate Risk Certificate. Luca serves as a volunteer for the CFA Society Switzerland in its Careers Committee, as well as a volunteer for the Switzerland chapter of the CAIA Association. He is fluent in German, English, and Italian.