Angelo Crisafuli

What Angelo's Clients Have to Say

Angelo provides top-notch guidance, staying attentive to legal changes and helping me make informed decisions.

I’ve been consistently impressed by Angelo’s dedication and service. His personal commitment has been invaluable in managing my finances.

Angelo offers a thoughtful, supportive approach, helping structure our portfolio while building a trusted relationship for the long term.

Angelo’s truthful, straightforward approach is invaluable. I never felt sold to, only supported in making the best financial decisions for my future.

Angelo has been both an adviser and a friend for many years, always providing trusted guidance with a personal touch. I highly recommend him for his professionalism and dedication.

Angelo Crisafulli is a highly experienced Private Wealth Manager with over two decades of expertise in managing investments and providing wealth planning advice to high-net-worth and ultra-high-net-worth individuals.

Expertise and Services

Angelo works with a select number of private clients and families, offering tailored financial strategies designed to meet their unique needs and goals. His services include:

Tax planning
Pension consulting
Estate and succession planning
Sophisticated investment strategies

Professional Experience

Before transitioning into his current role, Angelo spent several years as a Senior Fund Manager at prestigious global investment firms. His career includes roles at:

Anima SGR
DWS Investments
Pairstech

During this time, he developed deep expertise in portfolio construction, asset allocation, and investment manager oversight.

Client-Centric Approach

Angelo’s approach is focused on delivering exceptional investment thinking and comprehensive wealth management solutions. He works closely with clients to streamline their finances, manage their assets, and safeguard their wealth for the future.

Education and Qualifications

Angelo holds:

A Master’s degree in Economics from Università Bocconi
A Master’s in Engineering and Industrial Management from Politecnico di Milano
The Investment Advice Diploma (IAD) and other financial certifications

These credentials, combined with his extensive experience, position him as a trusted financial expert for high-net-worth clients seeking to secure and grow their wealth.