Andre Portelli
Corporate Officer/Principal at EFG INTERNATIONAL AG
Network origin in Andre Portelli first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Managers | 24 | |
Barclays Bank (Suisse) SA
 Barclays Bank (Suisse) SA Investment ManagersFinance Barclays Bank (Suisse) SA (Barclays Suisse) is a private bank located in Geneva, Switzerland. They are a subsidiary of Barclays Bank Plc (LSE: BARC), with global group headquarters in London. Barclays traces their history to over 300 years. In Switzerland, Barclays offers investment banking and investment management services through three divisions: Capital, Global Investors and Wealth. They cater to large corporate, government and institutional clients, individual and institutional investors, and high net-worth and intermediary clients worldwide.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Andre Portelli via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
EFG Bank AG
 EFG Bank AG Investment ManagersFinance EFG Bank AG (EFG) is a private banking and asset management firm based in Zurich, Switzerland. Founded in 1995, they are a subsidiary of EFG International (SW: EFGN) which is held by the Latsis family. EFG specializes in wealth management. The firm manages various strategies including funds of funds, mutual funds and hedge funds, mostly domiciled in Luxembourg and Switzerland. They also manage discretionary portfolios. The EFG group has a global network of offices and representatives in North and South America, Europe, the Middle East and throughout Asia. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
EFG Bank (Luxembourg) SA
 EFG Bank (Luxembourg) SA Major BanksFinance EFG Bank (Luxembourg) SA provides banking services. The firm's services include banking and credit, portfolio investment management and alternative investments. It provides services for both individuals and institutions. The company is headquartered in Luxembourg. | Major Banks | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member | |
| EUROBANK ERGASIAS SERVICES AND HOLDINGS S.A. | Major Banks | Director/Board Member Director/Board Member Corporate Officer/Principal Investor Relations Contact | |
EFG Bank European Financial Group SA
 EFG Bank European Financial Group SA Major BanksFinance Part of EFG European Financial Group (Luxembourg) SA, EFG Bank European Financial Group SA provides banking and other financial services. The company is based in Geneva, Switzerland. Periclès–Paul P. Petalas has been the CEO of the Swiss company since 1980. | Major Banks | Director of Finance/CFO Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
Coutts & Co. AG
 Coutts & Co. AG Regional BanksFinance Coutts & Co AG (Coutts) is the Swiss private banking subsidiary of Coutts Group, itself a subsidiary of State-owned Royal Bank of Scotland Group plc (LSE: RBS) in Great Britain. Coutts is headquartered in Zurich with offices throughout Switzerland as well as in Hong Kong, Singapore, Monaco, the Middle East and various offshore locations. Formerly known as Coutts Bank von Ernst AG, the firm provides wealth management services for an international clientele of high-net worth individuals. | Regional Banks | Head of Private Banking Chief Executive Officer Head of Private Banking | |
EFG European Financial Group (Luxembourg) SA
 EFG European Financial Group (Luxembourg) SA Financial ConglomeratesFinance Part of EFG European Financial Group Ltd., EFG European Financial Group (Luxembourg) SA is a Luxembourger company that provides financial services. The company is based in Luxembourg, Luxembourg. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
| INSEAD | College/University | Masters Business Admin Masters Business Admin | |
Gestron Asset Management SA
 Gestron Asset Management SA Investment ManagersFinance Gestron Asset Management SA provides asset management services. The private company is based in Luxembourg, Luxembourg. and has subsidiaries in Luxembourg. | Investment Managers | Director/Board Member Chairman | |
| National & Kapodistrian University of Athens | College/University | Graduate Degree Graduate Degree | |
UBS Switzerland AG
 UBS Switzerland AG Regional BanksFinance Part of UBS Group AG, UBS Switzerland AG is a Swiss company that provides wealth management, retail and corporate banking services. The company is based in Zurich, Switzerland. | Regional Banks | Director/Board Member Director/Board Member | |
| Association of Swiss Asset & Wealth Management Banks | Investment Managers | President Director/Board Member | |
| UBS | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
EFG Investment (Luxembourg) SA
 EFG Investment (Luxembourg) SA Financial ConglomeratesFinance Part of EFG International AG, EFG Investment (Luxembourg) SA is a Luxembourger company that provides investment services. The company is based in Luxembourg, Luxembourg. | Financial Conglomerates | Director/Board Member Chairman | |
| LAMDA DEVELOPMENT S.A. | Real Estate Development | Director/Board Member Director/Board Member | |
Asesores y Gestores Financieros SA
 Asesores y Gestores Financieros SA Regional BanksFinance Part of EFG International AG, Asesores y Gestores Financieros SA is a banking services provider. The company is based in Madrid, Spain. The Spanish company was founded in 1987 by Alberto Rodríguez-Fraile Díaz. The CEO is Huete Gonzalo Rodriguez-Fraile. | Regional Banks | Director/Board Member Director/Board Member | |
| EFG European Financial Group Ltd. | Director/Board Member Director/Board Member | ||
| EFG Bank (Monaco) SAM | Director/Board Member Director/Board Member | ||
Latsis Group
 Latsis Group Oil Refining/MarketingEnergy Minerals Latsis Group operates as a holding company with interest in oil refining and distribution. It is a diversified group of independent companies with activities in oil refining & trading, shipping, engineering, construction, aviation, real estate, contracting and financial services. It also operates affiliated companies in the banking and financial services sector. The company was founded by John S. Latsis in 1940 and is headquartered in Athens, Greece. | Oil Refining/Marketing | Director of Finance/CFO Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
Swiss Bankers Association
 Swiss Bankers Association Miscellaneous Commercial ServicesCommercial Services Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
BSI SA
 BSI SA Regional BanksFinance BSI SA provides private banking and wealth management services. It offers asset management, advisory services, fund based accumulation plans, third party fund selection, alternative investments, and structures products. The company was founded in 1873 and is headquartered in Lugano, Switzerland. | Regional Banks | Chief Executive Officer | |
| Imperial College London | College/University | Undergraduate Degree | |
BSI SA (Private Banking)
 BSI SA (Private Banking) Investment ManagersFinance BSI SA (Private Banking) (BSI-PB) is the Swiss private banking division of BSI SA, ultimately held by Assicurazioni Generali SpA (MI: G) in Italy. Established in 1873 in Lugano, BSI is the oldest bank in the Swiss canton of Ticino. Over the years they have extended their presence in Switzerland and abroad. In 1998 they became part of insurance and financial firm Assicurazioni Generali SpA. | Investment Managers | Chief Executive Officer | |
EFG Laran SA
 EFG Laran SA Investment ManagersFinance EFG Laran SA (EFG Laran) is the Swiss investment management subsidiary of BSI SA (Private Banking), itself a subsidiary of EFG International AG (SW: EFGN; ADR: EFGXY) in Switzerland. Formerly known as BSI Service Holding SA, the firm was established in 1873 and is headquartered in Lugano, They offer a range of services including wealth management, financial advisory, financial planning, corporate finance, insurance products, mortgage services and art advisory. EFG Laran manages private portfolios and the BSI range of investment funds, which are domiciled in Liechtenstein, Luxembourg or Switzerland. Their clients are primarily high-net worth individuals and family offices as well as institutional investors and third-party asset managers. | Investment Managers | Chief Executive Officer | |
UBS Italia SIM SpA
 UBS Italia SIM SpA Investment Banks/BrokersFinance Part of UBS Group AG, UBS Italia SIM SpA is an Italian financial advisory company that provides expertise and advice to clients. The company is based in Milan, Italy. UBS Italia SIM offers job opportunities worldwide and provides the latest media releases on their website. | Investment Banks/Brokers | Chief Executive Officer | |
| Sapienza University of Rome | College/University | Undergraduate Degree | |
UBS Corporate Finance Italia SpA
 UBS Corporate Finance Italia SpA Investment Banks/BrokersFinance UBS Corporate Finance Italia SpA provides financial advice & brokerage services. The company was founded in 1993 and is headquartered in Milan, Italy | Investment Banks/Brokers | Chief Executive Officer | |
| UBS Securities Italia Finanziaria SpA | Chief Executive Officer | ||
| BANCA MONTE DEI PASCHI DI SIENA S.P.A. | Regional Banks | Director/Board Member | |
BTG Pactual Commodities (Italy) SRL
 BTG Pactual Commodities (Italy) SRL Food DistributorsDistribution Services Part of Banco BTG Pactual SA, BTG Pactual Commodities (Italy) SRL is an Italian company that engages in the wholesale of cereals and dried legumes. The company is based in Milan, Italy. | Food Distributors | Corporate Officer/Principal | |
| Sete SA | Director of Finance/CFO | ||
Swiss-American Chamber of Commerce
 Swiss-American Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Swiss-American Chamber of Commerce is an organization that advocates for Swiss, American, and multinational business interests. The non-profit company is based in Zurich, Switzerland. The Swiss company is active in all three major regions of Switzerland, organizing events and conducting comprehensive studies on business-related topics. The organization's special committees provide valuable input into its operations, and its flagship publication, the Yearbook, contains a member directory and a comprehensive collection of facts and figures on Swiss-U.S. business relations. Martin M. Naville has been the CEO of the company since 2004. | Miscellaneous Commercial Services | Director/Board Member | |
| Massachusetts Institute of Technology | College/University | Graduate Degree | |
Niagara Stiftung & Co. Holding KG
 Niagara Stiftung & Co. Holding KG Financial ConglomeratesFinance Niagara Stiftung & Co. Holding KG is an investment holding German company. The private company is based in Munich, Germany. | Financial Conglomerates | Director/Board Member | |
| HENKEL AG & CO. KGAA | Household/Personal Care | Director/Board Member | |
Deutsche Bahn AG
 Deutsche Bahn AG RailroadsTransportation Deutsche Bahn AG engages in the provision of mobility, logistics, and passenger transport services. It operates through the following segments: DB Long-Distance, DB Regional, DB Arriva, DB Cargo, DB Schenker, DB Netze bStations, and DB Netza Energy. The company was founded in 1994 and is headquartered in Berlin, Germany. | Railroads | Corporate Officer/Principal | |
| University of Bonn | College/University | Doctorate Degree | |
A&G Banca Privada SA
 A&G Banca Privada SA Regional BanksFinance Part of EFG International AG, A&G Banca Privada SA is a financial institution. The company is based in Madrid, Spain. The provided dictionary does not contain any information about the Spanish company's services or products. | Regional Banks | Director/Board Member | |
EFG Investment & Wealth Solutions Holding AG
 EFG Investment & Wealth Solutions Holding AG Investment ManagersFinance EFG Investment & Wealth Solutions Holding AG engages in the acquisition, management, and sale of participations in domestic and foreign firms. The company was founded on November 27, 2009 and is headquartered in Zurich, Switzerland. | Investment Managers | Director/Board Member | |
EFG International Finance (Guernsey) Ltd.
 EFG International Finance (Guernsey) Ltd. Regional BanksFinance EFG International Finance Guernsey Ltd. provides private banking and asset management. The company is headquartered in St. Peter Port, GU. | Regional Banks | Director/Board Member | |
| University of Turin | College/University | Undergraduate Degree | |
| EFG Asset Management Holding AG | Director/Board Member | ||
Leonteq Securities AG
 Leonteq Securities AG Financial ConglomeratesFinance Leonteq Securities AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 2007 as EFG Financial Products AG. They are the main operating subsidiary of Leonteq AG (SWX: LEON). Leonteq Securities offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. | Financial Conglomerates | Director/Board Member | |
| LEONTEQ AG | Investment Banks/Brokers | Director/Board Member | |
Eurobank Tekfen AS
 Eurobank Tekfen AS Major BanksFinance Eurobank Tekfen AS is a banking organization which provides retail, private, corporate, personal banking and financial services to individuals, corporations and institutions. The bank offers consumer loans, mortgage loans, mutual funds, credit cards, small business lending and cash and wealth management services. It also deals in securities and provides payment, payroll, e-banking and real estate services. The company offers its products and services to clients both through its network of branches, points of sale and through alternative distribution channels. The company was founded in December 1989 and is headquartered in Istanbul, Turkey. | Major Banks | Director/Board Member | |
Associazione Bancaria Italiana
 Associazione Bancaria Italiana Miscellaneous Commercial ServicesCommercial Services Associazione Bancaria Italiana operates as a non-profit association to promote the principles of entrepreneurship and the creation of a free and competitive market to Italian banking and financial institutions and the civil society. It provides initiatives for the orderly growth, stability, and efficiency of the banking and financial industries such as economic studies, collaborations with national legislations, information activities, technical assistance, and consultancy. The company was founded on April 13, 1919 and is headquartered in Rome, Italy. | Miscellaneous Commercial Services | Director/Board Member | |
BTG Pactual (UK) Ltd.
 BTG Pactual (UK) Ltd. Investment ManagersFinance BTG Pactual (UK) Ltd. (BTG Pactual UK) is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of BTG Pactual Holding Internacional SA, which is owned by Banco BTG Pactual SA (BVMF: BPAC11) in Brazil. BTG Pactual UK provides sophisticated, structured and customized advice and financial services for pension funds, corporations, insurance companies, financial intermediaries, governments, and high-net-worth individuals and family offices. | Investment Managers | Portfolio Manager-Equities | |
| King's College London | College/University | Graduate Degree |
Statistics
International
| Switzerland | 16 |
| Italy | 9 |
| United Kingdom | 7 |
| Luxembourg | 5 |
| Greece | 5 |
Sectoral
| Finance | 31 |
| Consumer Services | 9 |
| Commercial Services | 4 |
| Energy Minerals | 2 |
| Distribution Services | 2 |
Operational
| Director/Board Member | 104 |
| Corporate Officer/Principal | 35 |
| Chief Executive Officer | 21 |
| Independent Dir/Board Member | 13 |
| Undergraduate Degree | 9 |
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