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Jonathan Mossi, CFA

Jonathan Mossi, CFA

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Head of Strategic Business Relationships @ Estating Head of Strategic Business Relationships at Estating
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Education

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University of St.Gallen

lic. iur. HSG, Law 1999-01-01 - 2004-01-01
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Gato Dumas

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Liceo di Bellinzona

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Work Experience

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Estating

Current

Estating

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Brissago Solution Partners

2021-04-01 - 2022-09-01

Brissago Solution Partners

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Ascona Family Office

2020-01-01 - 2022-09-01

Ascona Family Office

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GaMFOs

2013-07-01 - 2019-12-01

GaMFOs

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Credit Suisse

2004-11-01 - 2013-06-01

Credit Suisse

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Banca del Gottardo

2003-01-01 - 2003-07-01

Banca del Gottardo

Skills

Private Banking Wealth Management Microliving Coliving Fractional investing Real estate Settore immobiliare internazionale Portfolio Management Equities Financial Services Investment Advisory Private Equity Mutual Funds Financial Modeling Asset Management Banking Capital Markets Emerging Markets Investments

Summary

Ο διάβολος κρύβεται στις λεπτομέρειες. Originally a lawyer in Switzerland, very soon I got involved in the international Private Banking and Wealth Management business in Latin America. After almost 10 years at Credit Suisse, I decided to set up my own Family Office. In 2019, many things changed for me: with my main business partner, we got local in Buenos Aires, and above all we began to look at the financial business in a more comprehensive way. Traditional and disruptive Real Estate, ESG investments, new technologies, real economy and much more, have now become core in our analysis and in our offer. I think that the best way for a business to grow, is when suddenly fresh air comes in. A fresh look, different points of view that the experience sometimes doesn’t let you see, or even glimpse. The real secret is the right balance between these two. Right now, as Head of Strategic Partnerships, I dedicate most of my time to ensuring that the incredibly innovative FinTech #Estating finds the right partners to grow together into the financial industry of the future.

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