Profile
Mr. Roberto Ostinelli is a Director & Portfolio Manager at Valeur SA (Switzerland).
He has over twenty years of experience in finance.
He started his career in 1992 at UBS.
Until 2006 he worked for Banco di Lugano and was responsible for discretionary mandates.
From 2007 to 2009, at Julius Baer Lugano, he was responsible for special mandates.
Mr. Ostinelli was awarded the Diploma in Banking in 2003 and has several financial certifications, CIIA (Certified International Investment Analyst), CIWM (Certified International Wealth Manager), and CAIA (Chartered Alternative Investment Analyst).
Roberto Ostinelli active positions
Companies | Position | Start |
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Valeur SA (Switzerland)
Valeur SA (Switzerland) Investment ManagersFinance Valeur SA (Switzerland) is an independent asset management firm headquartered in Lugano, Switzerland. The firm manages foreign collective investment schemes for individual and institutional investors. | Portfolio Manager-Equities | 31/03/2016 |
Former positions of Roberto Ostinelli
Companies | Position | End |
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BG Valeur SA
BG Valeur SA Investment ManagersFinance BG Valeur SA is a wealth management firm headquartered in Lugano, Switzerland. Formerly known as Valeur Fiduciaria SA, the firm was founded by Dario Micheli, Alida Carcano and Lorenzo Vangelisti in 2009. They are a subsidiary of Banca Generali SpA, ultimately held by Assicurazioni Generali SpA (BIT: G) in Italy. BG Valeur provides portfolio management and advisory services to private and institutional clients. | Portfolio Manager-Equities | 29/02/2016 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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BG Valeur SA
BG Valeur SA Investment ManagersFinance BG Valeur SA is a wealth management firm headquartered in Lugano, Switzerland. Formerly known as Valeur Fiduciaria SA, the firm was founded by Dario Micheli, Alida Carcano and Lorenzo Vangelisti in 2009. They are a subsidiary of Banca Generali SpA, ultimately held by Assicurazioni Generali SpA (BIT: G) in Italy. BG Valeur provides portfolio management and advisory services to private and institutional clients. | Finance |
Valeur SA (Switzerland)
Valeur SA (Switzerland) Investment ManagersFinance Valeur SA (Switzerland) is an independent asset management firm headquartered in Lugano, Switzerland. The firm manages foreign collective investment schemes for individual and institutional investors. | Finance |
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