Companies

Ceresio SIM SpA

Whistleblowing | Legal information | Privacy | ACF | Cookie Policy

Ceresio SIM S.p.A. is an Italian investment company registered in the register of SIMs at No. 225. Established on June 17, 2004, the SIM started its activities on 02/01/2006 and is authorized by Consob to exercise the investment services referred to in Article 1, paragraph 5, of Legislative Decree No. 5 of February 24, 1998. Ceresio SIM is a subsidiary of Banca del Ceresio S.A. and acts as the Italian parent company of the Ceresio Italia Group within the Banca del Ceresio Group by controlling 100% of Global Selection SGR and Eurofinleading Fiduciaria.

Wealth Management services

Portfolio management

Investment advisory

Collection and transmission of orders

Corporate advisory & Investment Banking

Wealth Monitoring

Board of Directors

Born in 1957, Italian citizen, he is Chairman of Ceresio SIM and its subsidiaries Global Selection SGR and Eutofinleading Fiduciaria as well as a member of the Board of Directors in other Group companies. An economics and business gradu-ate from LUISS University, Rome, in 1981, Maurizio Solaro del Borgo worked for the corporate finance division of a major banking institution. From 1988 to 2023, he worked at Banca del Ceresio.

Giacomo Foglia holds a Law Degree from Statale University, Milan (1988) and is a member of the Italian Association of Financial Analysts. He joined Banca del Ceresio in 1991 after several professional experiences in various banks in New York. He serves on the boards of some of BdC's subsidiaries and is a director of Haussmann General Partner S.a.r.l.

Born in 1970, a Swiss and Italian citizen, he is a member of the Executive Board since 2018. He holds a degree in finance from Bocconi University in Milan as well as specializations from the Swiss Training Centre for Investment Professionals and the Wharton School of the University of Pennsylvania. Gabriele spent most of his career servicing international institutional clients out of Basel, Zurich and Geneva, where his last position was as European head for a Geneva private bank. Before joining Banca del Ceresio he served 4 years as executive vice-president of a Swiss banking institution responsible for private Italian clients.

Born in 1960, a Swiss and Italian citizen, he has been a member of the Board of Directors since 2010. An economics graduate from Bocconi University,  he was a Managing Director and Chairman of Banca del Ceresio’s Management Committee until 2010. He is currently a member of the Board of Directors of Belgrave Capital Management, Ceresio SIM and Global Selection SGR. He is also a member of the investment committee for the Group’s multi-manager funds.  He holds various other positions, including as a member of, Trustee or consultant to the boards of directors of some private companies, universities, funds  and foundations. He occasionally writes on finance issues in leading newspapers.

Federico Foglia is a member of the investment committee of the Group's multi-manager funds, a director of  Global Selection SGR SpA., and of Ceresio SIM SpA. He is also a member of the Investment Committee of Haussmann General Partner. He holds a degree in economics from Bocconi University (1995) and is member of AIAF (the Italian association of financial analysts). Prior to joining Belgrave Capital Management in 2014, he was a Managing Director and member of the Executive Committee of Banca del Ceresio. He joined Banca del Ceresio in 2000 after five years at Merrill Lynch Mercury Asset Management in London, where he was a director of the Private Investment Management Group. Mr. Foglia also serves as a director on Boards of companies in the media and automation component businesses.

SENIOR MANAGEMENT

Appointed Managing Director of Ceresio SIM in July 2021.

Loris has over 20 years of experience in private banking and investment management.

Prior to joining Ceresio, Loris delivered a number of key strategic initiatives within the Julius Baer Group  in Zurich, Lugano, Milan and London. Most recently, he was General Manager at Kairos in Milano (2020-2021), Head of Portfolio Management International in the Investment Management division in Zurich (2018-2019) and Head of Product and Services at Julius Baer’s London office (2017-2018).

From 2002 to 2011, he worked for Credit Suisse, where he built his reputation in consulting and asset management services.

Loris received a Degree in Business Administration from the University of Linz, Austria, with a specialization in Information Technology and Organization.

Born in 1972, Italian citizen, has been with Ceresio Milano Group since 2014, Chief Operating Officer of the three Italian companies since 2020. Degree in Business Administration, has over 20 years of experience in private banking and investment management.

Born in 1981, an Italian citizen, he has been with Ceresio Group since 2017. Degree in Economics of Financial Institutions and Markets, he has 20 years of experience in private banking and asset management. He began his career in General Electrics Oil &Gas, then after an experience in Ernst &Young, he joined Julius Bär SGR and then GAM (Italy) SGR holding the position of Head of Compliance & AML. In Ceresio Investors he holds the position of Head of Compliance, Anti-Money Laundering Risk Management and Corporate Affairs for the three Italian companies.

Luigi Nardella, CFA is the Chief Investment Officer of Ceresio SIM and Global Selection SGR. He chairs the Group’s Investment Committee. Prior to his current role he worked for 15 years at Belgrave Capital Management Ltd., the London based asset management subsidiary of Ceresio Investors, as a Co-Head of Research. He was responsible for the research, due-diligence of hedge funds and active long-only managers across investment strategies and geographic areas. Luigi graduated magna cum laude from Università Luigi Bocconi in Milan.

Alessandro Santini is a member of the Group Executive Board and Group Head of Corporate Advisory and Investment Banking and Head of the Group's Ceresio Investors Private Markets investment program. Prior to joining Ceresio Investors, Santini was CEO of BSI Merchant SpA (the corporate finance division of BSI Bank - formerly Generali, now EFG International) since 2012. Previously he worked for the Ferragamo Group and a major Italian Family Office as Partner and General Manager. He has gained solid experience in M&A and Investment Banking following medium and large sized companies, completing several significant domestic and international transactions. Alessandro holds a BA in Finance from Mercy College (New York) and an MBA from LUISS Business School in Rome.

Important information

Informativa alla clientela
Politiche di Remunerazione ed Incentivazione
Informativa al Pubblico
Informativa sugli Intermediari negoziatori utilizzati
Informativa ai sensi dell' articolo 3 del regolamento UE 2019/2088 ("SFDR"): Trasparenza circa le modalità di integrazione dei rischi di sostenibilità
Informativa ai sensi dell' articolo 4 del regolamento UE 2019/2088 ("SFDR"): Mancata presa in considerazione degli effetti negativi delle decisioni di investimento sui fattori di sostenibilità e delle consulenze in materia di investimenti sui fattori di sostenibilità
Informativa ai sensi dell' articolo 5 del regolamento UE 2019/2088 ("SFDR"): Trasparenza delle politiche di remunerazione relativamente all' integrazione dei rischi di sostenibilità

Contacts

Ceresio SIM SpA
Via Tamburini, 13
20123 Milano (MI), Italia

Tel.: +39 02 3037 7351
Fax: +39 02 3037 7248
[email protected]