Roberto Isolani
Director/Board Member chez EFG INTERNATIONAL AG
Fortune : 864 146 $ au 31/03/2024
Profil
Roberto Isolani is a Non-Executive Director at EFG International AG since 2016.
He is also a Director at UBS Investment Bank AG.
Previously, he served as the Group Chief Executive Officer at EFG Laran SA, Chief Executive Officer & Director at UBS Italia SIM SpA, and Group Chief Executive Officer at BSI SA (Private Banking).
He also held the position of Chief Executive Officer & Director at UBS Securities Italia Finanziaria SpA and UBS Corporate Finance Italia SpA.
Additionally, he was the Chief Executive Officer & Director at BSI SA in 2015 and Vice Chairman at Banca Monte dei Paschi di Siena SpA from 2014 to 2017.
Mr. Isolani has also served as a Director at Associazione Bancaria Italiana, UBS Switzerland AG, and EFG Bank AG.
He was a Managing Partner at BTG Pactual Europe LLP from 2010 to 2019 and Managing Partner at BTG Pactual (UK) Ltd.
from 2019 to 2020.
He was also the Head-International Client at BTG Pactual Commodities (Italy) SRL.
Mr. Isolani obtained his undergraduate degree from Sapienza University of Rome in 1989.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
EFG INTERNATIONAL AG
0,02% | 31/12/2022 | 69 124 ( 0,02% ) | 864 146 $ | 31/03/2024 |
Postes actifs de Roberto Isolani
| Sociétés | Poste | Début |
|---|---|---|
| EFG INTERNATIONAL AG | Director/Board Member | 31/10/2016 |
UBS Investment Bank AG
 UBS Investment Bank AG Investment ManagersFinance Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner. | Director/Board Member | - |
Anciens postes connus de Roberto Isolani
| Sociétés | Poste | Fin |
|---|---|---|
BTG Pactual (UK) Ltd.
 BTG Pactual (UK) Ltd. Investment ManagersFinance BTG Pactual (UK) Ltd. (BTG Pactual UK) is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of BTG Pactual Holding Internacional SA, which is owned by Banco BTG Pactual SA (BVMF: BPAC11) in Brazil. BTG Pactual UK provides sophisticated, structured and customized advice and financial services for pension funds, corporations, insurance companies, financial intermediaries, governments, and high-net-worth individuals and family offices. | Portfolio Manager-Equities | 21/05/2020 |
BTG Pactual Europe LLP
 BTG Pactual Europe LLP Investment ManagersFinance BTG Pactual Europe LLP is a British investment advisory company founded in 2006. The company is based in London, UK. The company provides investment advice to its clients. | Portfolio Manager-Equities | 05/04/2019 |
| BANCA MONTE DEI PASCHI DI SIENA S.P.A. | Director/Board Member | 01/12/2017 |
BSI SA
 BSI SA Regional BanksFinance BSI SA provides private banking and wealth management services. It offers asset management, advisory services, fund based accumulation plans, third party fund selection, alternative investments, and structures products. The company was founded in 1873 and is headquartered in Lugano, Switzerland. | Chief Executive Officer | 01/11/2016 |
UBS Corporate Finance Italia SpA
 UBS Corporate Finance Italia SpA Investment Banks/BrokersFinance UBS Corporate Finance Italia SpA provides financial advice & brokerage services. The company was founded in 1993 and is headquartered in Milan, Italy | Chief Executive Officer | 01/01/2009 |
Formation de Roberto Isolani
| Sapienza University of Rome | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| BANCA MONTE DEI PASCHI DI SIENA S.P.A. | Finance |
| EFG INTERNATIONAL AG | Finance |
| Entreprise privées | 13 |
|---|---|
EFG Laran SA
 EFG Laran SA Investment ManagersFinance EFG Laran SA (EFG Laran) is the Swiss investment management subsidiary of BSI SA (Private Banking), itself a subsidiary of EFG International AG (SW: EFGN; ADR: EFGXY) in Switzerland. Formerly known as BSI Service Holding SA, the firm was established in 1873 and is headquartered in Lugano, They offer a range of services including wealth management, financial advisory, financial planning, corporate finance, insurance products, mortgage services and art advisory. EFG Laran manages private portfolios and the BSI range of investment funds, which are domiciled in Liechtenstein, Luxembourg or Switzerland. Their clients are primarily high-net worth individuals and family offices as well as institutional investors and third-party asset managers. | Finance |
EFG Bank AG
 EFG Bank AG Investment ManagersFinance EFG Bank AG (EFG) is a private banking and asset management firm based in Zurich, Switzerland. Founded in 1995, they are a subsidiary of EFG International (SW: EFGN) which is held by the Latsis family. EFG specializes in wealth management. The firm manages various strategies including funds of funds, mutual funds and hedge funds, mostly domiciled in Luxembourg and Switzerland. They also manage discretionary portfolios. The EFG group has a global network of offices and representatives in North and South America, Europe, the Middle East and throughout Asia. | Finance |
UBS Italia SIM SpA
 UBS Italia SIM SpA Investment Banks/BrokersFinance Part of UBS Group AG, UBS Italia SIM SpA is an Italian financial advisory company that provides expertise and advice to clients. The private company is based in Milan, Italy. UBS Italia SIM offers job opportunities worldwide and provides the latest media releases on their website. | Finance |
UBS Investment Bank AG
UBS Investment Bank AG Investment ManagersFinance Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner. | Finance |
BSI SA (Private Banking)
 BSI SA (Private Banking) Investment ManagersFinance BSI SA (Private Banking) (BSI-PB) is the Swiss private banking division of BSI SA, ultimately held by Assicurazioni Generali SpA (MI: G) in Italy. Established in 1873 in Lugano, BSI is the oldest bank in the Swiss canton of Ticino. Over the years they have extended their presence in Switzerland and abroad. In 1998 they became part of insurance and financial firm Assicurazioni Generali SpA. | Finance |
Associazione Bancaria Italiana
 Associazione Bancaria Italiana Miscellaneous Commercial ServicesCommercial Services Associazione Bancaria Italiana operates as a non-profit association to promote the principles of entrepreneurship and the creation of a free and competitive market to Italian banking and financial institutions and the civil society. It provides initiatives for the orderly growth, stability, and efficiency of the banking and financial industries such as economic studies, collaborations with national legislations, information activities, technical assistance, and consultancy. The company was founded on April 13, 1919 and is headquartered in Rome, Italy. | Commercial Services |
BTG Pactual Europe LLP
BTG Pactual Europe LLP Investment ManagersFinance BTG Pactual Europe LLP is a British investment advisory company founded in 2006. The company is based in London, UK. The company provides investment advice to its clients. | Finance |
| UBS Securities Italia Finanziaria SpA | |
UBS Corporate Finance Italia SpA
UBS Corporate Finance Italia SpA Investment Banks/BrokersFinance UBS Corporate Finance Italia SpA provides financial advice & brokerage services. The company was founded in 1993 and is headquartered in Milan, Italy | Finance |
BSI SA
BSI SA Regional BanksFinance BSI SA provides private banking and wealth management services. It offers asset management, advisory services, fund based accumulation plans, third party fund selection, alternative investments, and structures products. The company was founded in 1873 and is headquartered in Lugano, Switzerland. | Finance |
UBS Switzerland AG
 UBS Switzerland AG Regional BanksFinance Part of UBS Group AG, UBS Switzerland AG is a Swiss company that provides wealth management, retail and corporate banking services. The private company is based in Zurich, Switzerland. | Finance |
BTG Pactual (UK) Ltd.
BTG Pactual (UK) Ltd. Investment ManagersFinance BTG Pactual (UK) Ltd. (BTG Pactual UK) is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of BTG Pactual Holding Internacional SA, which is owned by Banco BTG Pactual SA (BVMF: BPAC11) in Brazil. BTG Pactual UK provides sophisticated, structured and customized advice and financial services for pension funds, corporations, insurance companies, financial intermediaries, governments, and high-net-worth individuals and family offices. | Finance |
BTG Pactual Commodities (Italy) SRL
 BTG Pactual Commodities (Italy) SRL Food DistributorsDistribution Services Part of Banco BTG Pactual SA, BTG Pactual Commodities (Italy) SRL is an Italian company that engages in the wholesale of cereals and dried legumes. The private company is based in Milan, Italy. | Distribution Services |
