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CAT Financial Products

News & Articles

03

June
2020

CATFP engages new CIO from BNP Paribas

As of 1 June 2020, CAT Financial Products (CATFP) engaged the former Head Advisory of BNP Paribas (Suisse) AG, Maurizio Porfiri. He will strengthen the CATFP team as a member of the Executive Board and Chief Investment Officer (CIO). His main tasks will be to advise and support institutional clients as well as to develop investment ideas and publish his own research.

As of 1 June 2020, CAT Financial Products (CATFP) engaged the former Head Advisory of BNP Paribas (Suisse) AG, Maurizio Porfiri. He will strengthen the CATFP team as a member of the Executive Board and Chief Investment Officer (CIO). His main tasks will be to advise and support institutional clients as well as to develop investment ideas and publish his own research.

Affinity to the financial markets

Maurizio Porfiri has 25 years of stock exchange and financial market experience on the buy and sell side. He gained experience in equity and derivatives trading, including proprietary trading and arbitrage, at a leading European major bank and holds trading licenses for Swiss and US equities and Eurex derivatives traders. He worked as a sales trader and research sales for institutional clients for several years for two US investment banks. The last 10 years he was head of the advisory desk for UHNWI at BNP Paribas (Suisse) AG for the offices in Zurich, Basel and Lugano.

His strength lies in his proximity to the financial markets and clients. Through his network and access to renowned research houses, but above all through constant contact with his selected analysts, he is constantly on the lookout for new investment ideas, trends and exciting topics and analyses. Maurizio is responsible for new publications and provides access to research and analysts.

New service package for CATFP clients

With the engagement of Maurizio Porfiri, CATFP expands its services in the areas of investment and asset management solutions. In addition to the new publications, the new CIO will be responsible for advising and supporting institutional clients. He develops and publishes his own investment strategies and creates investment solutions for and with CATFP clients. The new CIO will also focus on active consulting for the optimization and restructuring of existing structured product portfolios. "We are proud to have Maurizio, a very experienced expert, as our partner. He will expand our services and help us to implement our most important task even better: generating trade ideas and supporting our customers in managing portfolio, risk and performance. He will support our clients, also CIOs, asset managers, portfolio and asset managers, with tailor-made services in the search for the best investment ideas and in the management of client portfolios. It is an important step for us and we see a real demand for these services," says Hans-Peter Kellenberger, Chief Sales Officer and Partner of CATFP.

In addition to daily "Morning News", Maurizio will redesign the weekly "Pricing Monitor". In addition, the monthly "Asset Allocation Outlook" as well as ad-hoc news and ideas will expand the range of services. A new customer chat will be set up, where daily news flow, ideas and charts will be shared via smartphone - customers can actively exchange information and participate.

In addition to publications, Maurizio Porfiri will be responsible for the management of the existing AMCs and the assets of the issuing platform. New niche investments as separate asset management solutions are already being planned.

Maurizio Porfiri is also active in the group and will support CAT Wealth Management in the investment area and work very closely with the Portfolio Management of our asset management company.

Maurizio Porfiri says "I am very pleased to take on a new challenge with this innovative company. The extraordinary developments on the global financial markets in recent months require a high degree of vigilance and discipline to protect our investors' assets. However, the targeted measures taken by politicians and central banks always offer investment opportunities. I am happy to accompany and advise the clients of the CAT Group in this exciting phase into a new future after the pandemic of the century or as it is often called in the US financial world "To guide investors into the life on the other side".