Filippo founded KTS in 2009 in partnership with two investors and is the Managing Director.
Filippo launched his financial career almost two decades ago at UBS Wealth Management, where he embraced the training program for young graduates (JKP). After that, he became a Wealth Manager, and two years later transitioned into a position in the UBS subsidiary GAM (Global Asset Management) as Private Client Manager for GAM Portfolio Manager Clients. Later, Filippo re-joined UBS Wealth Management as a Senior Wealth Manager. During this time, he held Senior Client Advisor, Management positions, and again as Senior Advisor with the UBS Key Client Division (UHNWI).
Filippo holds a BA Degree in Political Science (International Relations) from Richmond University London and an MA Degree in International Business from Webster University in Irvine California. He has also obtained the Private Banking Diploma within the UBS Education System.
When not travelling the world, Filippo enjoys spending time with this family, sports and fine-tuning his culinary skills.
Filippo speaks five languages: Italian, English, French, German and Spanish.
In 2011, Gabriele joined KTS as Chief Investment Officer.
Gabriele’s career began as an asset manager and trader almost twenty years ago at Hyposwiss Private Bank in Zurich. Over the years he has a proven track record as an asset manager (Fund Kommerz 22, Bloomberg Ticker: KOMME 22 AV) and a prop trader (St. Gallen Kantonalbank). He has invested globally in a variety of investment vehicles with an absolute return approach. During his career, Gabriele has amassed quantitative and fundamental analytic skills together with valuable technical global macro-economic knowledge. Throughout his career, Gabriele has also expanded his knowledge in structure products, risk management and personalised macro and DCF models.
Gabriele graduated from the high economic school in Zurich. He also holds the designations of Certified International Investment Analyst (CIIA) and Certified International Wealth Manager (CIWM).
When not intensely following the Bloomberg screen, Gabriele can be found “giving his all” on the tennis courts, beach volleyball field and hockey rink.
Gabriele speaks four languages: Italian, English, German and French.
Giuseppe joined KTS in 2016 as Senior Client Advisor, and has been appointed Chief Operating Officer in 2019.
Giuseppe started his career in the Oil & Gas industry, where he spent eleven years as a Senior Manager and Project Manager, trading Oil by-products and developing strategic projects. During this period, he successfully started applying his quantitative and analytical skills to the stock market, becoming a part-time equity trader.
In 2014, he joined a multi-family office in Switzerland serving HNWI and UHNWI, as relationship manager, focusing on Italian and British families, providing them with investment advisory and real estate services.
Giuseppe holds a MBA specializing in Finance and Strategy from the Cass Business School, City University London and a MSc in Business and Economics from the Università Carlo Cattaneo – LIUC.
Giuseppe speaks three languages: Italian, English and French.
Serena has been part of the KTS team since 2009. She is the Executive Assistant to the Managing Director, Filippo Pedotti, and also provides the office administration and accounting functions. In addition, Serena is the Human Resources Manager.
Serena completed her apprenticeship at Zuercher Kantonalbank, and continued for an addition four years gaining valuable experience in various departments within the bank. In 2001, she accepted a role with an international fiduciary (Ansbacher (Schweiz) AG), where she was responsible for various finance, company administration and trust functions. Two years later, Carey AG’s Swiss Branch was founded and she accepted a position overseeing their foundation’s administration. She continued for three more years covering the administration and trust section of the company.
Over and above the “many hats” which she wears in a variety of roles at KTS, Serena also brings a social, flexible and open-mindfulness balance to the KTS Team.
Serena speaks five languages: Italian, German, English, French and Spanish.
Michelle joined KTS in 2012 in the newly created role of the Trust & Compliance Officer.
As the Trust and Compliance Officer, Michelle spends her time dealing with the challenging world of increased compliance regulations and the collection of DDC/KYC data of KTS clients. She also manages the formation and administration of trusts, companies and foundations.
Originally from Canada, Michelle began her career over twenty-five years ago in Vancouver as a paralegal. In 2006, she moved “offshore” for a short stint working for the head of corporate commercial at Appleby on the Isle of Man. After moving to Switzerland in 2007, she obtained her STEP Diploma in International Management (TEP) whilst working at Schroder Trust AG in Zurich. Michelle is also an active Board Member of the Erich Burckhardt Foundation.
When not collecting data or organizing a KTS event, Michelle can be found exploring the city on her bicycle or on a nearby ski slope.
Davide joined KTS in January 2016 as Chief Office Manager.
Davide brings over 15 years of Private Banking experience to the KTS Team. He completed his apprenticeship with Swiss Federal Maturity at SUVA Insurance. After that, Davide held a position on the cash service desk at Banca Union Credito, in Lugano, and then moved into middle office operations, gaining valuable banking administration experience. Adding to his repertoire of banking skills, in 2005 he accepted a position at BIM Suisse, Lugano, holding various roles (Assistant Relationship Manager, Portfolio Manager, Credit and Trading Desk). In 2011, Davide accepted a new challenge as a Relationship Manager for the Intermediary Desk at LGT Bank AG, Vaduz, Liechtenstein. In his role as Vice Director, he gained a great deal of experience in finding various investment solutions for his clients.
In addition to his many financial administration talents, Davide also enjoys a passion for the arts, music in particular.
Davide speaks four languages: Italian, German, English and French.
Massimo joined KTS in 2016 as an Investment Strategist and a member of the investment committee.
Throughout his career, Massimo has worked for several investment banks and brokers in Switzerland. He deals primarily with equities and derivatives. Over the years he has fine-tuned his quantitative analytical skills together with the technical knowledge, which has resulted in a positive track record for success in today’s volatile markets.
Over and above his passion for the markets, Massimo also brings his highly charged energy to the KTS Team.
Massimo speaks 5 languages: Italian, English, French, German and Spanish.
Rolf has over 40 years of experience in banking as a senior relationship manager. He worked for UBS AG in Zurich and, also for another private bank as an Executive Director. He started his career as a junior stock trader for Swiss Bank Corporation on Wall Street in New York.
Rolf holds a degree of the Business School Zurich; he also studied Business Administration at the University of Massachusetts, Amherst, USA. In addition to banking, Rolf is a Journalist, writing for National Newspapers and Aviation Magazines.
Rolf speaks four languages: German, English, French and Spanish