Andrea Dardi

Multilingual Private Banker & Wealth Manager. Helping international HNW & UHNW individuals protect & grow their assets.
Focused on investment & portfolio management.
Based in Lugano, Switzerland.

I am a highly driven, multilingual and relationship-oriented wealth management professional with strong quantitative analysis and client relationship management skills. I joined the Private Wealth Management business at Citibank originally as a Management Associate and, in July 2017, I moved to Sales, where I work as a Relationship Manager & Investment Advisor, managing a book of 250 clients.

I focus on an individual level as an Investment Specialist providing a more bespoke and unique service to high net worth private clients. The goal is to help my clients growing their wealth through diversified portfolios, offshore wrappers, inheritance planning, protection and credit lending facilities while building a strong personal relationship.

During my previous experience as Management Associate at Citi, I worked on growing client satisfaction, operational efficiency and overall productivity across the Sales Management Office, Investment Products Team, WM Complaints Team and the Country Business Management Team.
Before joining Citi, I worked as trader assistant in the commodity trading floor of BTG Pactual in London and as equity analyst for Oclaner Asset Management, a Singapore based family office.

I am a qualified Wealth Manager holding the PICAM and I am a Chartered Member of the CISI. I also hold the IAD from the CISI and the Investment Management Certificate from the CFA Institute. I have an MSc in Finance, specialised in Private Banking & Wealth Management, from the International University of Monaco and a Bachelor’s in Business Administration & Management from Bocconi University, one of the top universities in Europe. I speak English, Italian, French and Spanish at a business level and I use these languages with my clients on a daily basis.

I am an extremely curios person, with a great thirst of knowledge, always looking to expand my horizons within the financial industry via learning, studying and doing courses.

Please also visit my website andreadardi.org