Paolo Anastasi

Paolo Anastasi

Jefe de Banca Privada en Sumus Capital SA .

Perfil

Mr. Paolo Anastasi is a Partner & Head of Private Banking at Sumus Capital SA. He joined Sumus Capital as Head of Private Banking and Member of the Executive Board.
He started his career in Institutional Sales of fixed income, derivatives, and structured products for institutional clients in Italy and joined Fimat Futures Italia Sim (Société Générale Group) two years later, specializing in Equity derivatives.
In 1996, he had the opportunity to join J.P.
Morgan, where he strengthened his asset management knowledge through managing fixed income investment funds and UHNW portfolios.
He then pursued his career at UBS, where he worked for over 10 years.
He was initially Head of Portfolio Management in Italy before moving to Switzerland to be part of the Active Entrepreneurs Team.
In 2010, he decided to make the move to CMB Banque Privée as Senior Private Banker.
A year later he overtook the responsibilities of Head of Private Bank and became a Member of the Executive Board.
Lately, he was a Senior Client Advisor in a private bank in Ticino where he nurtured and developed the HNW and UHNW clientele.
He has a university degree in Banking and Economic Sciences from the Università Cattolica del Sacro Cuore of Milano and is a Certified International Investment Analyst (CIIA).

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Jefe de Banca Privada 02/04/2018
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