CEO and Founding Partner

Alberto Terzi

"With 15+ years as a Portfolio Manager at BG Valeur, specializing in AMCs and asset allocation, and prior expertise in FX trading and structured products at Credit Suisse, he holds an MSc in Finance and studied corporate finance at UC Berkeley."

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Our objective is to enhance your financial journey through independence, agility, and innovation. We are committed to fostering a robust financial culture that empowers you to effectively navigate risks and capitalize on market opportunities.

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