EFG Bank
Michelangelo Lopez, CFA, is an experienced investment professional with a robust background in portfolio management and advisory services. Currently serving as a Senior Investment Advisor at EFG Bank since April 2017, Michelangelo specializes in discretionary portfolio management for high-net-worth and ultra-high-net-worth individuals, developing personalized investment strategies and providing tailored reporting. Prior roles include Senior Investment Specialist and Investment Specialist at BSI Bank, where responsibilities involved generating investment proposals, asset allocations, and conducting market analyses. Michelangelo also has experience as a Risk Manager at Banca del Gottardo, focusing on interest risk exposure and compliance with regulatory standards. Educational qualifications include a Chartered Financial Analyst designation from the CFA Institute and a Master of Science in Economics from USI Università della Svizzera italiana.
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EFG Bank
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EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. EFG International's group of private banking businesses, including Lugano-based BSI, operates in around 40 locations worldwide. Its registered shares (EFGN) are listed on the SIX Swiss Exchange.