Theo Delia-Russell

I’m Managing Director of Mediobanca, specialized in Private Banking and Asset Management. I achieved this role thanks to my well-established and international experience and complex portfolio management in the most important European banking and investment groups. My experience in Private Banking, Asset Management, investment policy and efficient transactions is based on: work experiences in the most prestigious Universities of Economics in the world, deep knowledge both in national and international markets, critical and analytical skills, accurate evaluation of any aspects, competence of financial products and their potentiality. The love for this industry is the reason why I’m keen on spreading my experience through scientific publications, which makes me one of the most important experts in Private Banking and Asset Management in Italy, according to AIPB Associazione Italiana Private Banking http://www.aipb.it/it/persona/theo-delia-russell. Private Banking does not include just portfolio management of complex investments; at the base there is the relationship between clients and bank: it is, at the same time, a question about technique and humanity, that is why is essential to create a relationship based on trust without forgetting managerial responsibilities. With this approach and my solid skills I have reached leading roles in portfolio management for the most important Italian bank groups.

Companies

• Deputy Head Private Banking Division and Management Committee - Head of Insurance Distribution Mediobanca (2017)
• Adjunct Professor of Financial Intermediaries - Private Banking Catholic University of Milan (2014)
• Managing Director - UHNW and Mid Market Team Lead Banca Esperia (2011 — 2017)
• External Faculty - Financial Institutions and Markets Economics - Private Banking Catholic University of Milan (2009 — 2014)
• Head of Private Banking UBI BBS UBI Banca (2009 — 2011)
• Member of the Scientific Committee AIPB (Italian Private Banking Association) (2006 — 2011)
• Head of Private Banking - UBI BPCI UBI Banca (2005 — 2009)
• External Professor ASAM - Associazione per gli Studi Aziendali e Manageriali - Università Cattolica del Sacro Cuore (2004 — 2005)
• Head of Private Banking Segment UBI Banca (2003 — 2005)

Education

• Postgraduate Certificate (4 credits) - Finance The London School of Economics and Political Science (LSE) (1995 — 1995)
• High School Diploma Liceo Ginnasio C. Beccaria (1983 — 1988)
• Certificate - Investment Management INSEAD (2008 — 2008)