Nascimbeni - Financial Advisor - Milan, Lombardy, Italy

Marco Nascimbeni

Milan, Lombardy, Italy


Financial Advisor


With over 20 years experience in the financial services industry Marco has initially grown as an Italian equity sales person to international investors. His language skills helped him establish strong contacts during the '90s with brokers, mutual funds and insurance companies based all around Europe but also the Far East where he travelled extensively. The move to Carnegie International in 1993 brought Marco to London were he strengthened his contacts with UK investors interested in the Italian equity market. One year later he was part of the team that opened Carnegie's operations in Milan. Within a couple of years the office had grown substantially and Carnegie was ranked by Extel among the top tier Italian equity firms. At the end of 1996 a strategic decision by Carnegie to leave Southern Europe saw the arrival of Merrill Lynch as new business partner for the Milan team who continued to sell the Italian product to ML's client base. With the introduction of a unified Euro currency zone the local research was dismantled and domestic clients became the priority. At that time Marco shifted his focus to local clients and started selling European equity products to mutual funds, insurers, banks and later hedge funds based in Italy. A few selected overseas clients continued to talk to Marco on Italian equities. More intense relationship to buy side strategists, asset allocators and CIOs has helped Marco enlarge the spectrum of discussions/advice to all type of arguments concerning investment/wealth management. During his team membership BofAML has consistently ranked as a Tier1 firm with Italian institutions in the European Equity arena. Early 2012 Marco decided to move into Private Wealth Management accepting a Financial Advisor role within Allianz Bank. In this new context he has started to better understand the dynamics of the distribution of financial products in the retail space as well as the way financial consultants interact with their final customers.

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