Alean (Capital) AG
The team consists of experienced investment professionals and fund managers. Besides a great network the team members have excellent investment know-how.
The core team consists of:
President of the board and member of the management
- lic. oec. publ. Uni Lausanne
- 35 years experience in the financial sector
- Founder of Studio A. Ciocca SA, Lugano in the year 1990
- Former Vice President VSV (Association of Swiss asset managers)
- Former Member of Presidents Group VSV
- Former Member of the Management SRO (Swiss self regulatory organisation) VSV
- Former Member of the supervisory committee for trust services of the canton Tessin (Switzerland)
Member of the management
- Swiss master’s degree in banking business
- Executive Master of Banking / IFZ Institute for financial services / Lucerne University of Applied Sciences and Arts
- Portfolio Management Study / IFZ Institute for financial services / Lucerne University of Applied Sciences and Arts
- 25 years experience in the financial sector with managerial, business and project responsibility
- Function in Trading and Portfolio Management
- Head Private Banking and Institutional Clients
- Member of different Investment Committees
Member of the management
- Master’s degree in business administration
- Portfolio Management Study / IFZ Institute for financial services / Lucerne University of Applied Sciences and Arts
- 25 years experience in the financial and trust sector with business and project responsibility
- Senior Client Advisor Private Banking and Institutional Clients
Management Assistant
- Bank education
- Assistant Head Private Banking, Corporate Clients and Institutional Clients with CH and FL Banks
- 25 years experience in the financial sector with business and project responsibility
Junior Portfolio Manager Top World Equity Fund
- Master in Banking and Finance (HSG)
- Research Assistant at the Institute for Operations Research and Computational Finance (HSG)
- Various internships and activities in Retail and Investment Banking as well as in the consulting area
- Several years of experience in the financial sector
Employee / Administration
- Bank education
- Assistant Private Banking and External Asset Managers with CH banks
- Assistant with CH trust office
- 25 years experience in the financial sector
Employee / Administration
- Bank education
- Assistant Private Banking
- 10 years experience in the financial sector