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