Profiel
Mr. Marco Boldrin is a Co-Founder & Chief Executive Officer at Copernicus Wealth Management SA. Mr. Boldrin has multi-year investment experience, managing equity portfolios since 2003 and running a portfolio of Italian SME stocks since 2013.
Before co-founding the Company, he spent four years at Patrimony 1873 as a portfolio manager and deputy CIO.
Before this, he was at BSI as an investment specialist (2003-2012) and as head of the quantitative analyst team (2000-2003).
He started his career as a bond trader at Caboto Holding.
Mr. Boldrin holds a Master’s degree in Economics from Ca’ Foscari University of Venice.
Actieve functies van Marco Boldrin
| Bedrijven | Functie | Begin |
|---|---|---|
Copernicus Wealth Management SA.
 Copernicus Wealth Management SA. Investment ManagersFinance Copernicus Wealth Management SA (Copernicus Wealth) is an asset management firm headquartered in Lugano, Switzerland. The firm was founded by Marco Boldrin in 2016 from the merger of excellences from the Ticino business world. They are a subsidiary of Copernicus Holding SA. Copernicus Wealth offers and develops traditional and innovative financial products and services to institutional clients and wealthy families. | Algemeen Directeur | 01-01-2016 |
Eerdere bekende functies van Marco Boldrin
| Bedrijven | Functie | Einde |
|---|---|---|
Patrimony 1873 SA
 Patrimony 1873 SA Investment ManagersFinance Part of EFG International AG, Patrimony 1873 SA is a Swiss investment management company. The company is based in Lugano, Switzerland and was founded in 2012. | Portefeuillebeheerder-Aandelen | - |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Patrimony 1873 SA
Patrimony 1873 SA Investment ManagersFinance Part of EFG International AG, Patrimony 1873 SA is a Swiss investment management company. The company is based in Lugano, Switzerland and was founded in 2012. | Finance |
Copernicus Wealth Management SA.
Copernicus Wealth Management SA. Investment ManagersFinance Copernicus Wealth Management SA (Copernicus Wealth) is an asset management firm headquartered in Lugano, Switzerland. The firm was founded by Marco Boldrin in 2016 from the merger of excellences from the Ticino business world. They are a subsidiary of Copernicus Holding SA. Copernicus Wealth offers and develops traditional and innovative financial products and services to institutional clients and wealthy families. | Finance |
