As an independent financial advisor based in Milan, I offer personalized advice to families, investors and wealth managers.
What We Will Do Together
Are you ready to start the journey?
Find out what will happen in our meetings through these short videos that I have created for you: in the videos you can also change the language if you feel more comfortable with another.
The Goals
In this short video I will talk to you about how to transform your dreams and your desire for financial serenity into concrete and achievable goals.
The Planning
Let's put together some numbers: I want to be able to give you an overview of what and how you can achieve with the right approach
The Analysis
How should your investment portfolio be composed? Together we'll find the right formula that is most appropriate for your needs
A Unique Proprietary System
Every investment strategy is stress-tested through our Proprietary Wealth Architecture System. Developed from 30 years of institutional trading floor experience, this quantitative engine moves beyond simple risk-profiling.
It allows us to model
complex 'What-If' scenarios—simulating the impact of market dislocations, interest rate shifts, and inflation cycles on
your specific family goals before a single Euro is committed.
"I bring Institutional-Grade Intelligence to the private sphere. My background as a former Head of Markets and Bank Treasurer means your portfolio is managed with the same professional tools used by global corporations"
What you will get
At the end of the journey, I will produce a detailed report for you, illustrating how your financial plan is expected to unfold over the years.
This document, tailored around your specific requirements and your unique personal circumstances, will help you approach future decisions on savings, investing, and living standards with greater clarity and confidence.
It will be a living document, which you may wish to refresh whenever you feel that changes in your life, or in that of your family, warrant a reassessment of your financial plan.