SUSSEX PARTNERS GROWS ITS SWISS ADVISORY TEAM
13 November 2015, London and Zurich: Sussex Partners, an independent specialist advisory firm focused on alternative investments, today announced the appointment of Filippo Montalbano as Managing Director of the firm’s office in Zurich. Montalbano has joined from Credit Suisse Private Bank where he was one of the earliest members of the Bank’s Alternatives Investment group, joining in 2008 and subsequently helping to grow the Bank’s advisory business from three to 50 staff, and from zero to 10 billion Swiss Francs of assets during his eight years with the bank. Since 2010, Montalbano’s focus has been advising clients on single manager hedge funds, funds of hedge funds, the creation of customised portfolios and selection of private equity funds. Prior to Credit Suisse, Montalbano worked in business development for a $5bn Swiss alternative assets management firm which was acquired by Vontobel Group. Montalbano, 45, is a graduate of the Universities of St. Gallen, Vienna and Fribourg, where he received a bilingual Master of Arts in Management and is fluent in German, French and English as well as his native Italian.
Patrick Ghali, Managing Partner of Sussex Partners, commented: “We are delighted that Filippo has joined our team in Zurich. Filippo brings over a decade of experience in the alternatives markets, a wealth of knowledge and an impressive network. He will be looking after our Swiss and Italian institutional clients and will help in further growing our business in those markets. I greatly look forward to working with Filippo”.
Sussex Partners focuses on the identification, evaluation and monitoring of single managers and funds of hedge funds for institutional allocation. It pursues a highly discretionary selection approach that requires managers to demonstrate four key qualities: consistency, stability, integrity and superior performance across market cycles, seeking these characteristics not only in a fund’s performance returns, but also in its organisation, operations and principals. Sussex Partners exclusively recommends Funds that it identifies to have been the top performers in their respective peer group over a sustained and long term period. Sussex partners advises institutional investors including Pension Funds, Family Offices and Discretionary Wealth Advisers on their allocations to alternative investment strategies. The firm celebrates its 10th anniversary in 2014.
For more information please visit www.sussexpartners.com or contact:
+44 (0)20 3691 7564