My name is Lorenzo Faggi and have spent more than 30 years in the Financial Industy, mainly in Wealth Management and Investment Banking, with assignments in Zurich, Monaco, and Lugano. Prior to found my own consulting company, I held various positions at Nomura, Daiwa, BZW, UBS Investment Banking and UBS Wealth Management. Responsible within UBS Investment Bank since 2000 for Fixed Income Distribution in Southern Europe. As from 2005 I headed Product and Services for UBS Monaco.


As from 2010 held various positions for UBS Wealth Management in Zurich, moreover, as Head Investment Specialists for the Region TIGA (Turkey, Israel, Greece, and Africa). As from 2016 I have been Advising UHNW clients in the EMEA Region.

I held Advisory and Board memberships roles in addition to Heading Investor Relations for the Swiss Finance + Technology Association (SFTA)

Lorenzo’s educational background includes a Master of Advanced Studies in Finance (MAS) from University of Bern and a Master of Science in Wealth Management (MoS) from Simon Business School at Rochester University. I live near Zurich, I am married and have 2 children.