Team B&B Analytics is an enterprising group of experienced advisors, investment and risk professionals, technologists and analysts dedicated to the common goal of combining state-of-the-art technology with a deep understanding of unique business needs to deliver cutting-edge solutions in a rapidly changing wealth and investment management landscape.
Guido is an experienced solution partner to sophisticated clients, particularly specialized in providing holistic advice on total wealth. As an expert in corporate finance, risk and information technology, Guido was vital in influencing international capital market standards and utilities in the past decades. Among other mandates, he was the CEO & Founding Partner of B&B Wealth Solutions AG, a multi-family office acting as an independent advisor on total wealth. Prior to that, Guido served as a Board Member of UBS Investment Bank in London, was Chairman of the European Central Bank’s “OMG” in Frankfurt, and Non-Executive Board Member of DTCC/DerivServ, as well as member of the DTCC Compliance & Operational Risk Committee in New York. Guido graduated from the School of Business Administration & Economics in Zurich and is a Chartered European Financial Analyst. Guido attained Executive education at Harvard Business School in the US, INSEAD in France, and University of St.Gallen in Switzerland. Guido is a Swiss citizen.
Philipp is an expert in capital markets and investment delivery. Philipp was most recently Chairman and Founding Partner of B&B Wealth Solutions, a multi-family office based in Switzerland and served on the Board of Hérens Partners, a FINMA licensed asset manager. Prior to this Philipp held several senior positions at Citigroup and Credit Suisse. At Credit Suisse, he was a member of the Private Bank’s ‘Global Executive Committee’ and the management team of the Private Banking’s business area “Investment Services & Products”. At Citigroup, Philipp was the Private Bank’s Head of FX in New York and the European Head of Capital markets in Zurich. Philipp holds a MBA in “International Wealth Management” from the Tepper School of Business at Carnegie Mellon University in Pittsburgh and the University of Geneva. Philipp is a Swiss citizen.
Rohan is an investment and risk expert specialized in multi-asset class research and analytics, risk-driven investment processes, and investment technology. Prior to joining B&B Analytics, Rohan led a group of quantitative specialists in the private banking research division of Credit Suisse. Rohan started his career at Infosys where he worked on research assignments for a leading investment bank. Rohan graduated from the Indian Institute of Technology at Roorkee, India with a degree in Electronics and Communications Engineering and is also a CFA charter holder and a Certified Financial Risk Manager. Rohan is an Indian citizen.
Mauro is a technology and financial services expert with over two decades of experience in business process re-engineering and automation related to trading, risk, compliance/regulatory, and post trade services. Mauro brings strategic leadership and business transformation expertise enabling client focus, business alignment, cost-efficiency and innovation. Prior to joining B&B Analytics, Mauro was the CIO and Board member of Clearstream Luxembourg (part of the Deutsche Börse Group). Before that, Mauro held several IT & change management roles at UBS in Zurich, New York, London and Asia. Mauro is also the founder of the Cappiello Advisory Group, a strategic advisor on Fintech, especially Blockchain. Mauro holds various technology, leadership, and business administration degrees from Swiss and international institutions. Mauro is fluent in German, Italian and English.
Carlos is a seasoned expert in capital markets and investment consulting. In his recent position at UBS, he served as a Senior Relationship Manager for UHNWI and family offices (LATAM). He was the founding partner of Swiss Capital Group, an alternative investment solutions firm in Zurich and Head of Capital Markets at Swiss Union of Raiffeisen banks. In his previous roles at different firms, he advised institutional and corporate clients for debt origination and fixed income derivative solutions for their asset and liability management needs. He has broad experience in capital origination, IPO, private placements, syndicated loan and procurement of funds for solar projects. Carlos is a certified FRM charter-holder and holds an M.A. from University of Zurich. Carlos is fluent in English, Spanish, German and French.