GIANCARLO PIANEZZI
Owner
CMB Private Banking (Switzerland): CEO of the new Swiss Bank and startup.
Comoba SA.: Responsible for a project to create the Swiss Private Bank of Compagnie Monégasque de
Banque
Société Générale (Switzerland): General Manager for Administration. + CBG and Société Générale merger
in Lugano entities, + Project SOciétéGEnéraleNEwSYStem aimed at selecting a single IT system for all
entities of SG Private Banking globally.
CBG Private Banking: (Switzerland), General Manager for Administration + Reorganization of the Bank for
achieving new FINMA standards (Swiss Financial Market Supervisory Authority)
BNP Paribas (Switzerland): Administrative Managing Director for Lugano Branch, Switzerland, + Head for IT
management for all Paribas CH entities (Basel, Zurich, Nassau, London, Guernsey, Monaco), Member of the
central management committee for External Portfolio Managers;
State of Geneva: Organizer and project leader for logistics and tax planning at the Administration
Department, Projects: organization of the administration and accounting of Geneva airport,
administration of the financial equalization between cities of Geneva Canton, administration of human
resources.
Comoba SA.: Responsible for a project to create the Swiss Private Bank of Compagnie Monégasque de
Banque
Société Générale (Switzerland): General Manager for Administration. + CBG and Société Générale merger
in Lugano entities, + Project SOciétéGEnéraleNEwSYStem aimed at selecting a single IT system for all
entities of SG Private Banking globally.
CBG Private Banking: (Switzerland), General Manager for Administration + Reorganization of the Bank for
achieving new FINMA standards (Swiss Financial Market Supervisory Authority)
BNP Paribas (Switzerland): Administrative Managing Director for Lugano Branch, Switzerland, + Head for IT
management for all Paribas CH entities (Basel, Zurich, Nassau, London, Guernsey, Monaco), Member of the
central management committee for External Portfolio Managers;
State of Geneva: Organizer and project leader for logistics and tax planning at the Administration
Department, Projects: organization of the administration and accounting of Geneva airport,
administration of the financial equalization between cities of Geneva Canton, administration of human
resources.
GABRIELE TAGI
Corporate Finance and Private Client Investment Advisor
CEO, General Manager, CFO of a bank or of a non financial corporation, CEO - CIO of a Mutual Fund Management Company - Head of private banking and or Asset management company ,Head of a Family Office, Responsible for Institutional asset management, Wealth Manager, Manager of a Sovereign Fund.
KBL, + Chief Executive officer KBL
Private Bankers Monaco,
(Principality of Monaco):
I left that position, resigning, owing to the group’s shareholders’ change and the following power game (see reference letter- new shareholders have been then rejected by some central banks).
Compagnie Monegasque de Banque Suisse Banque Privèe (Suisse Lugano):
+ director, chairman of the investment committee
Compagnie Monegasque de Banque, (Principality of Monaco):
+ Ceo, Cio,Board member Compagnie Monegasque
de Gestion :mutual fund management company fully owned by Compagnie Monegasque de Banque with 2 bn Euro
under management., +Head of the asset management at Compagnie Monegasque de Banque (Mutual
Funds+Discretionary Portfolio Management =total 3 Bn Euro under management).
+Senior manager ultra high net worth individuals : a new team set up to develop this highly strategic segment of more sophisticated customers for the group .
ABN AMRO, (Italy / Holland):
+ Head of Institutional and Vip asset management Italy (Antonveneta ABN Amro Bank).
+ Member of the Institutional Sales and Portfolio Management Committee at ABN AMRO Asset Management
Amsterdam. + Member of Investment Committees in Milan and Amsterdam
Banca Commerciale Italiana Head Office (now Banca Intesa) (Italy): + Senior Portfolio Manager Vip Clients.
+Manager Capital Market for Domestic and International Institutional and Corporate Customers.
+ Responsible for the re-organization project of the Trading Department/ part of the proprietary trading staff.
+ Head of Bonds and Equity Sales for International Institutional Investors (Italy/UK/Usa).
+Member of the board of the bank supervising the main privatisations processes in early 90’s (Banca Commerciale
Italiana, Credito Italiano, Eni , Enel, British Telecom,KPN etc.) and IPO’s and bond and equity placements.
Prof. Tagi, Agente di Cambio (Stock-Broker/private banking ) (Italy): + Co-head – Family Business
I left that position, resigning, owing to the group’s shareholders’ change and the following power game (see reference letter- new shareholders have been then rejected by some central banks).
Compagnie Monegasque de Banque Suisse Banque Privèe (Suisse Lugano):
+ director, chairman of the investment committee
Compagnie Monegasque de Banque, (Principality of Monaco):
+ Ceo, Cio,Board member Compagnie Monegasque
de Gestion :mutual fund management company fully owned by Compagnie Monegasque de Banque with 2 bn Euro
under management., +Head of the asset management at Compagnie Monegasque de Banque (Mutual
Funds+Discretionary Portfolio Management =total 3 Bn Euro under management).
+Senior manager ultra high net worth individuals : a new team set up to develop this highly strategic segment of more sophisticated customers for the group .
ABN AMRO, (Italy / Holland):
+ Head of Institutional and Vip asset management Italy (Antonveneta ABN Amro Bank).
+ Member of the Institutional Sales and Portfolio Management Committee at ABN AMRO Asset Management
Amsterdam. + Member of Investment Committees in Milan and Amsterdam
Banca Commerciale Italiana Head Office (now Banca Intesa) (Italy): + Senior Portfolio Manager Vip Clients.
+Manager Capital Market for Domestic and International Institutional and Corporate Customers.
+ Responsible for the re-organization project of the Trading Department/ part of the proprietary trading staff.
+ Head of Bonds and Equity Sales for International Institutional Investors (Italy/UK/Usa).
+Member of the board of the bank supervising the main privatisations processes in early 90’s (Banca Commerciale
Italiana, Credito Italiano, Eni , Enel, British Telecom,KPN etc.) and IPO’s and bond and equity placements.
Prof. Tagi, Agente di Cambio (Stock-Broker/private banking ) (Italy): + Co-head – Family Business
.
