
"After health comes wealth! But independently advised wealth is even better"
Nico Congedi
Director | Senior Relationship Manager
Nico Congedi is a finance veteran with 44 years of experience in Private Banking, Asset Management, and Investment Banking across Italy, Switzerland, Israel, and the UK. He began his career advising clients in his region before transitioning to Investment Banking as a trader. Later, he held managerial roles at Monte dei Paschi Group and UBS Italy in Milan. Nico also served on the Board of Directors for UBS Asset Management SIM – Italy for four years. In 2008, he moved to Zurich, where he worked as an Investment Advisor for Israeli clients. Nico is passionate about ESG, sustainability, technology, and AI. He holds a Master of Science in Wealth Management from the Simon Business School at Rochester University and a Master of Advanced Studies in Finance from Bern University. Nico is a Certified Wealth Management Advisor (CWMA) and an External Certification Expert at UBS Business University.
Contact
Tel. +41 58 513 89 99 / Zurich
nico.congedi@leovest.com
LinkedIn
Areas of Expertise
- Client Relationship Management
- Portfolio Management
- Market Focus: Israel
Curriculum Vitae
- 2024- LeoVest Partners AG, Director, Senior Relationship Manager
- 2007-2023UBS AG, Senior Relationship Manager and Team Head Israel
- 2002-2007UBS Italien SpA: Sales Management, Head Italy Domestic
- 1999-2002Monte dei Paschi Gruppe SpA: Deputy General Manager Banca Steinhauslin, Firenze, Institutional Sales Manager Monte dei Paschi Finance, Siena
- 1979-1999Banca Del Salento SpA: Private Banking Head, Fixed Income and Derivatives Propriatory Trader, UK Representative Officer, Investment Advisor, Commerical Banker