Maximilien Giaccari, CFA, currently serves as a Relationship Manager and Wealth Advisor at Cape Capital, a position held since April 2021. Prior experience includes roles as an Associate at KennedyFitch, where the focus was on executive search and business development, and as a Portfolio Manager at Rothschild & Co, responsible for managing discretionary portfolios and investment idea generation. Maximilien began their career as a Junior Portfolio Manager at Pictet Group and completed a Graduate Trainee program in Investment Risk at Schroders, with additional early experience as a Graduate Intern in Trading at BCV - Banque Cantonale Vaudoise. Academic credentials include a Master’s Degree in Finance from HEC Lausanne, complemented by an exchange program at HSG St. Gallen, and a Bachelor of Science in Economics from the same institution, emphasizing finance, econometrics, and macroeconomics.
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