Fabio Mezzasalma
Portfoliomanager / Deputy Head of Portfolio Management @ Helvetic Trust
About
I am a Portfolio Manager with experience in asset allocation, macro research and multi-asset portfolio construction. I enjoy transforming market developments, economic data and investment themes into clear, practical insights for clients and colleagues.My background spans wealth and asset management, FX advisory and investment strategy development. I have worked across equities, fixed income and currencies, with responsibilities ranging from portfolio monitoring and manager selection to client communication and research output.I hold a Bachelor’s degree in Banking & Finance, have passed CFA Level I and am currently a CFA Level II candidate.
Switzerland
Zurich
Financial Services
Investmentmanagement, Portfolio-Risikomanagement, Recherche, Akademisches Schreiben, Corporate Finance, Geschäftsenglisch, Investmentstrategien, Asset-Management, Investitionen, Devisenhandel, Analytische Fähigkeiten, Devisen, English, Private Banking, Wealth Management Services, Finance, Microsoft Office, Client Onboarding, Risikomanagement, Microsoft Word
Experience
Portfoliomanager / Deputy Head of Portfolio Management
Helvetic Trust
Manage multi-asset portfolios, fund and manager selection, publish clear market insights and support firm-wide allocation decisions.
Account-Manager
Helvetic Trust
Bern, Switzerland
Junior FX-Dealer
Ebury
Zürich Metropolitan Area
Advised a diverse clientele of international companies on FX risk management, leveraging in-depth market analysis and commercial insight to provide real-time, tailored advice on current market developments.
Junior Portfolio Manager
Aquila Himco
Zürich, Schweiz
Conducted cross-asset research, executed trades and prepared performance reporting to support effective portfolio decision-making.
Assistant Portfolio Manager
Aquila Himco
Zürich, Schweiz
Junior Portfolio Manager
Swiss USAdvisors
Zürich, Schweiz
Conducted cross-asset research, executed trades and prepared performance reporting to support effective portfolio decision-making.
Assistant Portfolio Manager
Swiss USAdvisors
Zürich, Schweiz
Account Manager
Credit Suisse
Bern
Serving entrepreneurs and executives jointly with a senior relationship manager, analyzing investment portfolios, providing real estate financing services, support in client acquisition and retention, preparing presentations and handling all administrative matters.
Young Talent
Credit Suisse
Bern und Umgebung, Schweiz
12 months Entrepreneurs & Executives Desk Berne 6 months Private Client Consulting Berne 6 months Business Center Line 6 months Cash Service Biel 6 months Cash Service Burgdorf
Education
University of Applied Sciences and Arts Northwestern Switzerland FHNW
International Management, Major Banking and Finance
Research Paper: Analysis of Stock Splits in the Swiss Stock Market. Should Investors care? (6.0/6.0) Thesis: The Influence of Rent Regulation on Institutional Real Estate Investors. A Panel Data Analysis of Returns and Investment Behavior on a Cantonal Level in Switzerland. (6.0/6.0)
WKS KV Bildung
CYP
El Camino Real Charter High School
6 months language stay in Los Angeles
Fabio Mezzasalma's Contact Information
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