Andrea Orsi
Senior Wealth Manager at Banca Generali
Based in Milan, Italy
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Seniority
Manager
Department
Finance & Accounting
Location
Milan
Industry
Banking
Company size
3K
Contact information
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a•••••••@bancagenerali.com
Phone
5 credits+39 ••• •••• ••••
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Background
About Andrea Orsi
A graduate in Economics & Commerce at the University of Pisa. From 1992 to 2001 he has worked in the Asset Management sector of Credito Bergamasco S.p.A.(Credit Lyonnais group). From October 2001 he participates in the start- up of Banca del Gottardo, Italia, first as Deputy Head of the GPI Office with direct responsability on the bond and forex markets, then in the management of high-standing client portfolios with a personalized management mandate. From November 2007 he is responsible for the project and implementation of the Investment Advisory Function of Banca del Gottardo, Italia. Working in the Banca Generali group since 2009, as a result of the acquisition by BSI Italia, of the Italian activities of Banca del Gottardo Italia, he deals with Investment Advisory, after which he becomes responsible for the service for Banca Generali Private Banking. In July 2013 he becomes responsible for Banca Generali’s Financial Advisory Service with responsibility for the portfolio asset allocation of the multi-line policy BG STILE LIBERO, and with the mission of providing support to the network of the Bank Consultants in the field of financial services. Since January 2018 he is participating in the project of Wealth Advisory Team in the field of development of the new Evolved Consultancy model of Banca Generali
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