Carlo Trevisan - Director, Senior Private Banker, UHNWI

Q: Where is Carlo based?

Carlo is based in London, United Kingdom and prefers 100% remote projects.

Q: What languages does Carlo speak?

Carlo speaks the following languages: English (Advanced), French (Advanced), Italian (Advanced), Russian (Elementary) .

Q: How many years of experience does Carlo have?

Carlo has at least 23 years of experience. During this time, Carlo has worked in at least 7 different roles and for 7 different companies . The average length of individual experience is 3 years and 4 months . Note that Carlo may not have shared all experience and actually has more experience.

Q: What is Carlo's latest experience?

Carlo's most recent position is Director, Senior Private Banker, UHNWI at EFG Bank AG .

Q: What companies has Carlo worked for in recent years?

In recent years, Carlo has worked for EFG Bank AG , Covario AG , and Mayfair Park Capital Ltd .

Q: Which industries is Carlo most experienced in?

Carlo is most experienced in industries like Banking and Finance .

Q: Which business areas is Carlo most experienced in?

Carlo is most experienced in business areas like Finance , Investments, M&A & Venture Capital , and Sales . Carlo also has some experience in Customer Service , Marketing , and Research and Development (R&D) .

Q: Which industries has Carlo worked in recently?

Carlo has recently worked in industries like Banking and Finance .

Q: Which business areas has Carlo worked in recently?

Carlo has recently worked in business areas like Finance , Investments, M&A & Venture Capital , and Sales .

Recommended expert

London, United Kingdom

Experience

Jun 2023 - Jun 2024

1 year 1 month

Director, Senior Private Banker, UHNWI

EFG Bank AG

Individuals, Family Offices, Corporate accounts, Leveraged Finance and Private Equity deal origination in Southern Europe, Middle East, Monaco, CIS/Russia and South America.

Oct 2021 - Mar 2023

1 year 6 months

Head of UK Business Development

Covario AG

Digital Assets Manager prime broker based in Zug, Switzerland
Senior Sales, Head of UK, and Corporate Finance, raising capital from investors worldwide.

May 2015 - Dec 2019

4 years 8 months

UHNWI Private Banking & Wealth Management

Credit Suisse

From July 2017 covered Middle East and Indian Subcontinent clients with specific focus on large family offices, trusts and UHNWI.
Joined the UHNW Southern Europe team in 2015 covering client management, trade execution and portfolio monitoring across bonds, equities and funds; moved to UK UHNW after six months; regularly interacted with the Investment Banking division to source deals and transaction opportunities for clients.
Performed portfolio performance analysis and trading execution; opened mortgage lines of credit and managed cash solutions.
Personally introduced a CHF 120 M real estate deal through personal contacts and coordinated a bridge-loan-to-sell transaction and related facility.
Facilitated growth of business leading to new profits of around £10 M, on-boarded fifteen new accounts, supervised over 300 KYC reviews and secured over £100 M in mortgage business.
Boosted efficiency and service levels by building a digitised customer database on the bank intranet including account information, KYC profiles, payment documentation and business correspondence.

Jan 2013 - Present

13 years 2 months

Founder and Managing Director

Mayfair Park Capital Ltd

Set up an advisory business to generate funding opportunities for SME and mid-cap Italian and European firms by leveraging contacts in Italian and European businesses and UHNWI sectors.
Scouted companies with EBITDA of €5 M–€20 M, assessed creditworthiness and introduced investment opportunities to hedge funds, mezzanine investors, private banks and wealth managers in the UK, France, Germany, Switzerland and Italy.
Closed a €28 M financing deal for an Italian REIT and obtained two term sheets for a €40 M mezzanine financing operation for an Italian HoReCa leader.
Initiated transactions with total nominal value of approximately £150 M and established over 300 prospects across Italy through on-site visits and network building.
Introduced fundraising opportunities for circa €200 M with leading institutional investors in the UK including hedge funds, banks, asset managers and REITs.
Managed stakeholder relationships at board level, conducted capital structure analysis and structured security documentation.

Jan 2009 - Dec 2013

5 years

Broker, Fixed Income

BGC Partners

Performed electronic and voice trading in European government bonds, including BTPs (Italy), OATs (France), OLOs (Belgium) and Bunds (Germany) with some European peripherals.
Established a client base of seven major banks within six months, managing a profitable book with total line of credit exposure exceeding €1 B.

Jan 2006 - Dec 2009

4 years

Asset Allocation & Marketing Analyst

GLG Partners LP

Supported marketing efforts for the firm’s largest asset raiser and provided performance and asset allocation analysis on GLG funds.
Managed investor communications for the top 20% of institutional and HNWI client base representing AUM in excess of $5 B.
Organised and coordinated road shows, attended client meetings and conducted asset allocation and style drift analysis to inform portfolio management.

Jan 2003 - Dec 2005

3 years

Research Analyst, Mutual & Hedge Funds

IMS – BNP Paribas FundQuest

Generated key performance indicators on invested funds to inform optimal portfolio distribution using Investor Force and AltVest.
Performed frontier analysis to identify highest returns for defined risk levels, yield curve modelling, duration and sensitivity, relative value and credit analysis.
Built a database of funds to identify best performers, risk profiles, charges and managers.
Set up and maintained the Style Research fund analysis tool and generated weekly performance analysis for the entire IMS fund range.

Industries Experience

See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.

Experienced in Banking and Finance (23 years).

Banking and Finance

Business Areas Experience

The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.

Experienced in Finance (20 years), Investments and M&A (20 years), Sales (6.5 years), Customer Service (4.5 years), Marketing (4 years), and Research and Development (3 years).

Finance

Investments and M&A

Sales

Customer Service

Marketing

Research and Development

Summary

RDR 6 compliant senior professional with twenty years’ experience at major players, backed by Finance Masters from Bocconi University and a proven ability to build and develop strong relationships with key UHNWI and corporate clients. Brings broad expertise in trading of cryptocurrencies, equity and fixed income products, DCM and ECM origination & placement, Private Equity, Leveraged Finance and Private Banking.

Leverages extensive network of senior contacts in the Middle East, UK and Southern Europe to develop new business with UHNWIs, Family Offices, hedge funds, financial institutions, asset managers, and corporate borrowers. Drives growth in client acquisition, management and transaction fees. Identifies opportunities shaped to customer needs in individual solutions, portfolio management, corporate finance and trade execution.

Experienced in Python for Portfolio Management and Trading, Machine Learning and Data Science, Javascript, Java, Solidity for smart contracts, DeFi, Blockchains and cryptocurrencies, SQL, HTML5, CSS. Italian QA Team Leader for Nikkei 225 digital entertainment industry leader. Chief Business Development Officer for crypto asset liquidity provider start-up.

Skills

Middle East, Uk, Southern Europe
Pb, Private Debt, Leveraged Finance
Financial Institutions, Fos, Uhnwi
Business Development & Deal Sourcing
Crypto, Defi, Fintech
High Yield, Covered, Ssa, Em
Client Relationship Management
Team Leadership
Regulatory Compliance, Kyc, Aml
Due Diligence
Legal Documentation, Credit Memos
Python, Jupyter, Javascript, Solidity

Languages

English

Advanced

French

Advanced

Italian

Advanced

Russian

Elementary

Education

Oct 2006 - Jun 2007

Kings College London

MA · War Studies and Geopolitics · London, United Kingdom

Oct 1998 - Jun 2003

Bocconi University

Masters in Economics and Finance · Economics and Finance · Milan, Italy

Certifications & licenses

Private Clients Investment Advice And Management PCIAM

CISI

International Fixed Income And Derivatives ICMA Certificate

ICMA

Chartered Alternative Investment Analyst, CAIA

Profile

Created

February 2025

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Frequently asked questions

Do you have questions? Here you can find further information.

Where is Carlo based?

Carlo is based in London, United Kingdom and prefers 100% remote projects.

What languages does Carlo speak?

Carlo speaks the following languages: English (Advanced), French (Advanced), Italian (Advanced), Russian (Elementary).

How many years of experience does Carlo have?

Carlo has at least 23 years of experience. During this time, Carlo has worked in at least 7 different roles and for 7 different companies. The average length of individual experience is 3 years and 4 months. Note that Carlo may not have shared all experience and actually has more experience.

What roles would Carlo be best suited for?

Based on recent experience, Carlo would be well-suited for roles such as: Director, Senior Private Banker, UHNWI, Head of UK Business Development, UHNWI Private Banking & Wealth Management.

What is Carlo's latest experience?

Carlo's most recent position is Director, Senior Private Banker, UHNWI at EFG Bank AG.

What companies has Carlo worked for in recent years?

In recent years, Carlo has worked for EFG Bank AG, Covario AG, and Mayfair Park Capital Ltd.

Which industries is Carlo most experienced in?

Carlo is most experienced in industries like Banking and Finance.

Which business areas is Carlo most experienced in?

Carlo is most experienced in business areas like Finance, Investments, M&A & Venture Capital, and Sales. Carlo also has some experience in Customer Service, Marketing, and Research and Development (R&D).

Which industries has Carlo worked in recently?

Carlo has recently worked in industries like Banking and Finance.

Which business areas has Carlo worked in recently?

Carlo has recently worked in business areas like Finance, Investments, M&A & Venture Capital, and Sales.

What is Carlo's education?

Carlo holds a Master in War Studies and Geopolitics from Kings College London and a Master in Economics and Finance from Bocconi University.

Does Carlo have any certificates?

Carlo has 3 certificates. These include: Private Clients Investment Advice And Management PCIAM, International Fixed Income And Derivatives ICMA Certificate, Chartered Alternative Investment Analyst, and CAIA.

What is the availability of Carlo?

Carlo is immediately available full-time for suitable projects.

What is the rate of Carlo?

Carlo's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.