When the culture
of excellent services
makes the difference

Founder, Chairman of the Board and CEO

Fiorello Lorenzo Fiore

Career

He was with Credit Suisse from 1977 to 2010, where he occupied various executive positions as Managing Director. From 1999 to 2003, he was responsible for Private Banking, International Client Italy, within the branch of Chiasso. As of 2004, he has been in charge of the International Client Italy for the region of Lugano. In 2009 he was appointed Head of HNWI International Clients for the branches Lugano and Chiasso, which were subsequently, in 2010, also followed by Locarno.

In 2010 he founded FF Marcuard SA in Lugano.

Education

Fiorello’s educational background includes the Swiss National Diploma AFC in commerce augmented by numerous highly focused courses in finance in Switzerland and abroad. Beyond his mother language Italian, he is fluent in English, French and German.

Luca Catena

Career

Luca worked for over 21 years at Credit Suisse.

Since 2004, he has been active in Private Banking International at the Lugano Branch as Senior Relationship Manager for HNWI and UHNWI clients. Luca also had the opportunity to access the Internal Development Program: an important Cross Divisional Talent Program, which gave him a deep insight into the reality of a universal and international bank. During his training, he worked for almost a year abroad (London, Singapore, Zurich and Milan) and in the bank’s primary areas (Investment Banking, Asset Management and Private Banking).

In July 2022, he joined FF Marcuard SA as Relationship Manager and deputy CEO.

Education

Luca obtained the title of Business Economist at the “Scuola Universitaria Professionale della Svizzera Italiana (SUSPI)” in 2007. Over the years, he has furthered his economic-financial education by obtaining the following licenses and certifications:

– Certified Wealth Management Advisor, CWMA

– Certified International Wealth Manager, CIWM

– Certified International Investment Analyst, CIIA

– Certified Expert in Finance and Investment, Federal Diploma

– Financial Analyst and Wealth Administrator, Federal Diploma

– Certificate of Advanced Studies (CAS/SUPSI) in Tax Law

He speaks Italian, English, French and has a good knowledge of German.

Compliance Officer and Risk Manager

Paola Della Vedova

Career

Ms Paola Della Vedova has more than 20 years of experience in Internal Audit and Compliance, working for some banks, including EFG Bank, Lugano and a few Wealth Management Companies, including Kairos Partners.

Education

She has a master degree in economics and an Executive Master in Compliance Management.

In addition to Italian (mother language), she is fluent in English and French.

Assistant Relationship Manager

Manuela Dalpozzo

Career

Manuela Dalpozzo worked for 30 years at Credit Suisse Lugano. She started her activity in 1985 at the “Trade Desk”, then she went over to the Asset Management team. She continued her professional career as an Executive Assistant for Spanish, South American and finally Italian clients. In 2014 she joined FF Marcuard Marcuard SA, Lugano, as Assistant Relationship Manager.

Education

In 1989 Manuela obtained the Professional Ability Certificate. In the mid 90’s she followed the training as an Aspiring Relationship Manager, successfully passing the final exam. She preferred to continue in the role of Executive Assistant, obtaining the certification as Assistant Relationship Manager.

Manuela speaks Italian, has sound language knowledge of French, German, Spanish and English.

Member of the Board

Alessandra Fiore

Career

After completing her studies at the University of Zurich, Alessandra worked as an intern at EY Zurich, at the swiss competition commission in Bern and as a junior associate with Kellerhals Carrard in Lugano.

In 2017 she was admitted to the bar and in 2018 joined Dextra Rechtsschutz, Zurich as a lawyer.

From 01.04.2022 has joined FF Marcuard SA as a member of the board of directors and secretary.

Education

Alessandra studied law at the University of Zurich and Keio University in Tokyo. She obtained the title “Master of Law” in 2015.

In December 2017, Alessandra passed the bar exam.

She is fluent in Italian, German, English and French.

Member of the Board

Flavio Mazzoni

Career

He has worked in various professional sectors (since 1980), starting as an internal auditor and then in management roles for medium and large international groups. Since 1990 he has been active in the Swiss fiduciary sector, gaining recognised experience in corporate and tax consultancy.

He has spent the last 22 years working for one of the most important fiduciary companies in Switzerland, distinguishing himself as a manager with outstanding qualities and as a member of the Board of Directors of several companies and foundations. Since 2019, he has been a member of the Board of Directors of FF Marcuard SA.

Education

Flavio obtained his diploma of accountant and commercial expert in 1973. He also holds a diploma as an analyst and programmer from EDP Zurich. Throughout his professional career, he has always been keen to keep up to date. He has attended several courses in administration, accounting and compliance, as well as a course in tax law at SUPSI. Her mother tongue is Italian, she speaks and writes fluently in English, French and Spanish and has a good knowledge of Portuguese.

Vice-Chairman of the Board

Patrick Stauber

Career

Before joining Marcuard Heritage AG, Patrick was a managing partner of a Swiss independent wealth manager and member of the Board of various investment fund vehicles. From 1996 to 2006, Patrick played a pivotal role at Morgan Stanley in Zurich and London. Previously, Patrick spent six years at Citicorp Private Bank, Zurich and Citibank NA in London after completing an apprenticeship at Bank Leu AG.

Education

Patrick’s educational background includes a degree in business administration. He is a certified Six Sigma Black Belt and fluent in German, English and conversational in French.