Nova, esperienza e innovazione sui mercati finanziari

Paolo is a fund manager with more than 25 years experience in the asset management industry. He possesses a deep knowledge in equity, fixed income and alternative strategies. He formulated fund investment strategies and constructs portfolios, implemented asset allocation strategies and ensure realisation of defined performance targets. Paolo has worked with asset and wealth managers. He has experience in managing single strategy funds as well as Multi-Asset portfolios and strategy selection. Prior to this experience, he had been an analyst for international asset managers.

In recent years, Paolo has contributed to the creation of Fineco Asset Management (“Fineco”), being part of the management team from the outset. On top of his investment responsibilities, Paolo gained experience in relation to product approval in cross-collaboration with Legal, Risk, Compliance and Operational departments and Board of Directors activities.

In Fineco, he covered the roles as CIO, DP for investment oversight and a Director of Irish umbrellas.

Paolo obtained a Masters in Investments, Treasury and Banking, and a degree in Economics, he holds a certificate in Quantitative Techniques in Equity Portfolio Management and a Diploma in Computer Science. Paolo is also a CAIA Charter holder, holds a certificate in Stockbroking and a Diploma in ESG investing.

With over 15 years of experience in the financial sector, Rebecca has a strong background in market, liquidity, credit and operational risk management, as well as financial valuations and regulatory reporting. She holds a MSc in Capital Markets and Finance and a B.A. in Accounting and Finance from Dublin City University. She is also a FRM Qualified Risk Manager.

Rebecca was the Designated Person for Fund Risk at Principal Asset Management where she oversaw the risk governance framework. She was responsible for setting and monitoring risk limits and risk appetite, conducting quarterly Investment Manager engagement meetings, producing and presenting comprehensive risk information to the Board of Directors, and participating in various projects related to risk management.

Prior to joining Principal Asset Management, Rebecca worked as a Financial Risk Manager at Nationwide Building Society, where she provided independent risk oversight to ensure that the market, liquidity and funding risks taken were consistent with group strategy. She also has experience as a Risk & Valuations Manager at Citco Funds Services, and as a Risk Analyst at LCH.Clearnet, and State Street Global Advisors.

Jim received a Master of Science degree in Finance and Capital Markets from Dublin City University in 2009 and also holds a Professional Certificate in Compliance from the Institute of Bankers (2023). He has extensive knowledge of the AIFMD, UCITS, MIFID and EMIR regulatory frameworks, developed through his work within the Irish fund management industry and during his tenure with the Irish regulator in the supervision of the Irish funds sector.

Jim has most recently acted as the head of compliance and the head of anti-money laundering and counter terrorist financing for Innocap Global Investment Management (Ireland) Limited, having joined the Company in 2021 as senior compliance officer and advisor. From 2016 to 2021, he worked for the Central Bank of Ireland, initially within the Central Bank’s fund supervision division and thereafter as a senior inspector in the securities and markets directorate’s thematic inspection team, working on notable projects such as the “thematic review of fund management companies’ governance, management and effectiveness” and also on a number of ESMA common supervisory actions.

Prior to this Jim worked for several years as a senior business analyst/consultant for a number of international banks such as Swedbank AG, Allied Irish Banks and the Bank of New York Mellon. He originally started his career working in fund administration in 2003 with State Street International and went on to work for Northern Trust and Citigroup in similar roles.

Inderpreet is a Chartered Certified Accountants and holds an advanced diploma in Accounting and Business, and a diploma in Mechanical Engineering. He covered the role as Head of Finance (PCF-11) with over 10 years extensive experience across diverse settings, including financial services and practice environments. He has a strong track record of delivering multiple financial services to leading clients and supporting vital internal business operations. Inderpreet during his career developed unparalleled accounting expertise, currently holding accountability for both heading up financial activities for a leading international firm and as the designated person for capital and financial management.

Inderpreet had previously been Head of Finance in ANIMA Asset Management Ltd for over 5 years where he oversaw all aspects of financial management for the Irish office of the large independent asset management group in Italy, offering asset management, investment strategies and consulting services. Inderpreet has previously served as Designated Person for Capital and Financial Management and was responsible for Central Bank returns. He worked in supporting all auditing activities, including collaboration with internal auditors and liaison with external auditors concerning the annual audits of the firm and the Managed Funds division.

Inderpreet is a fellow member the Association of Chartered Certified Accountants.