Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Timeline
Generic

MASSIMO CATUCCI

London

Summary

Wealth management professional with 15+ years of industry experience

Results oriented professional with a proven track record in the financial services industry, specializing in client relationship management and business development.

Extensive experience in wealth structuring solutions within the perimeter of the regulatory framework across diverse international jurisdictions

Developed tailored solutions for wealth preservation , succession planning of HNWI based in various jurisdictions.

Compliant with RDR level 4.


Overview

19
19
years of professional experience

Work History

Relationship Manager

Colchester Global Investors - MSB Executive
10.2017 - Current
  • South Europe Insurance companies coverage responsibility from London
  • Increase of AuM over a 3 years period by 4% Cagr
  • Responsible for maintaining key client and consultant relationships and assisting with firm's business development efforts across the EMEA region.
  • Responsible for performance monitoring of clients investments in the Company's fixed income funds
  • Monitoring included regular calls and visits, tracking and analyzing relevant portfolio metrics, preparation of monthly reports, as well as specific event analysis subsequently discussed at internal reviews and strategy meetings.

Client Advisor, Director

IBL Bank
01.2014 - 09.2017
  • Inherited € 35m assets under management , 112 client book.
  • .Central Italy region HNW/affluent coverage responsibility from Rome
  • Mandated to accelerate asset growth according to new qualifying threshold (€0.5m) or exit from segment.
  • €10m new assets generated in 2016 (1st January – 31st December). Revenues generated from book were 16% ahead of 2016 budget.
  • Significant pipeline built
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.

Senior Relationship Manager

Generali , Wealth management division
01.2005 - 12.2013
  • Built a 120 client book, €21m asset under management over the first 4 years of activity
  • Exceeded €9m new asset under management target for 2012 by 30% (€11.7m)
  • Engaged with the senior country management teams across the Generali retail and commercial insurance footprint in Italy to roll out referral arrangements between Generali Wealth and Generali Insurance . This included developing and conducting training programmes for onshore corporate and premier retail insurance relationship managers. Top tier client / prospect segmentation engagement process was designed, agreed and actioned with Generali Insurance country heads.

Education

Corporate Finance Programme -

London Business School
London
05.2013

Master's Degree in Finance - Finance

LUISS Business School, LUISS Guido Carli
Rome
2012

Skills

  • High Net Worth Client
  • Advisory
  • Business Development
  • Client Relationship
  • Institutional and HNWI
  • Tailored Investment solutions
  • Results driven
  • Strategic Planning
  • Financial Services
  • Client Acquisition

Affiliations

  • Investment Management Certificate Level 4

CFA UK

  • Securities Level 4

CISI


  • Institutional Investment Management Business

The Investment Association London


Languages

English
Proficient
C2
Italian
Bilingual or Proficient (C2)
A1

Timeline

Relationship Manager

Colchester Global Investors - MSB Executive
10.2017 - Current

Client Advisor, Director

IBL Bank
01.2014 - 09.2017

Senior Relationship Manager

Generali , Wealth management division
01.2005 - 12.2013

Corporate Finance Programme -

London Business School

Master's Degree in Finance - Finance

LUISS Business School, LUISS Guido Carli

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