Giampaolo Bonalumi

Over 25 years’ experience in the financial sector, he began his career at UBS Wealth Management managing various units of Private Banking in London and Lugano. A former CEO and co-founder of a financial advisory firm based in Switzerland and specialized in the management of US customers, today he is a partner of the Helvetia Group acting as Managing Director and Investment Advisor to Helvetia Investments Advisor S.A.: a Swiss company fully licensed by the SEC (Securities Exchange Commission) and managing customers considered to be “US persons”.

Claudio Albert

After studying economics and gaining experience in internal auditing, he began his career in the financial sector as an advisor to private clients, mainly in Switzerland and Italy, at UBS Lugano. As a qualified expert in finance and investments, he has been working as a financial fiduciary with his own company and with companies in the financial sector since 2000. With more than 35 years of experience in the financial industry, he joined The Group in 2021 and currently he is CEO of Helvetia Investment Advisors SA.

Chiara Parodi

Chiara holds the Swiss Federal Diploma for Consultants and the internationally recognized Associate Wealth Manager (AWM®) credential, a benchmark qualification for wealth management professionals. She is also a member of the Swiss Financial Analysts Association (SFAA), the leading Swiss body for financial qualification and ethical standards in the industry. She graduated with a degree in Economics from the University of Genoa and went on to complete a Master in Finance with summa cum laude. In 2014 she distinguished herself in the Fund Management Challenge (FMCSI) organized by CFA Society Italy.

Chiara joined the Group in 2015 and, after more than ten years in the financial industry, currently serves as Chief Investment Officer at Helvetia Investment Advisors SA, where she combines deep technical expertise with a client-focused approach to investment and wealth management.

Luca Conti

Graduated in Politica! Science at the University of Pavia, he worked for over 20 years as Client Relationship Manager for the Swiss and Italian market, at Banca del Gottardo and LGT Bank (Switzerland) in Lugano. He is a certified private banker and has the skills to analyze and manage the customer’s overall situation, maintaining the relationship over the years in a flexible and adaptable way. Starting from May 2021 he joined The Group as Senior Relationship
Manager.

Peter O’Driscoll

A graduate of Northwestern University School of Law in Chicago, he started his career at Millbank. He later became a partner at Perkins Coie, Coudert Brothers and Orrick Herrington & Sutcliffe. He is now a consultant for Gihon Partners and general counsel at Seacrest Capital Group. He was mentioned in Guide to the World’s Leading Banking Finance and Transactional Attorneys.

He recently worked as legal counsel for a UN project assisting SMEs in developing countries affected by the consequences of Covid-19. With over 25 years of experience, he has published numerous articles in financial journals and given speeches and lectures. He was appointed to the Board of Directors of Helvetia Investment Advisors SA in September 2021.

Luisa Carlotta Turati

Luisa Carlotta graduated in Financial Markets and Institutions from Università Cattolica del Sacro Cuore in Milan. She obtained a Master’s in Financial Communication with a major in banking and finance from Università della Svizzera Italiana before starting her full-time professional career at Helvetia Investment Advisors SA (HIA).