Michelangelo Lopez

Michelangelo Lopez, CFA, is an experienced investment professional with a robust background in portfolio management and advisory services. Currently serving as a Senior Investment Advisor at EFG Bank since April 2017, Michelangelo specializes in discretionary portfolio management for high-net-worth and ultra-high-net-worth individuals, developing personalized investment strategies and providing tailored reporting. Prior roles include Senior Investment Specialist and Investment Specialist at BSI Bank, where responsibilities involved generating investment proposals, asset allocations, and conducting market analyses. Michelangelo also has experience as a Risk Manager at Banca del Gottardo, focusing on interest risk exposure and compliance with regulatory standards. Educational qualifications include a Chartered Financial Analyst designation from the CFA Institute and a Master of Science in Economics from USI Università della Svizzera italiana.