Panrhema is an advisory firm which works exclusively in the interests of its private and institutional clients. The firm was set up in Milan in 2013, thanks to the passion and experience of Alberto Colpo and Nicola Perali. The firm has a financial investor who holds a minority interest.
The firm serves a small number of clients and provides them with customised packages which enables the multiple financial objectives of the clients to be identified with precision and, therefore, for the chances of success to be maximised.
Panrhema uses instruments which are normally offered by the major institutional investors in addition to a working method inspired by academia. Panrhema’s clients therefore have privileged access to particularly sophisticated and effective financial analysis instruments.
Alberto Colpo – Founding Partner
Alberto is a graduate of the University of Torino in Political Science and an expert in quantitative methods for finance and their application in the investment field.
He began his professional career in 1985 in the field of statistical analysis and applied economics and, between 1987 and 2000, he worked in the treasury, risk management and capital market fields at the Sanpaolo Banking Institute.
From 2000-2009 he worked for Citigroup in Milan and London, where he was responsible for investments in bond markets and specialised in modelling and techniques for financial planning, focusing on institutional investors. From 2009 to 2013 he worked as an independent financial consultant providing services to institutional and private clients.
Nicola Perali – Founding Partner
Nicola is a graduate of the University of Verona in Economics and Commerce and in 1995 obtained a Master’s of Science in Banking and Finance from Heriot-Watt University Edinburgh. He was a teaching assistant on the “Private Banking and Management for Institutional Investors” course at the Bocconi University in Milan from 2006 to 2008.
He began his professional career in 1989 in the corporate finance department of WestLB, an international bank, operating in Milan and Madrid, and from 1998 to 1999 he worked as an analyst in London for Standard & Poor’s.
In the year 2000 he decided to focus on the subject he is most passionate about, investment advisory. He therefore began to manage high-end portfolios, firstly with Citigroup Private Bank and later, from 2007 to 2013, with the Family Office division of IFA Consulting, a firm active in independent financial advisory.
Andrea Agodi, CFA – Senior Advisor
Andrea graduated in Economics from Università L. Bocconi in Milan. He’s a proud CFA Charterholder and member of the Italian CFA Society. From 1991 to 2011 he served as fund manager, strategist and trader for leading Italian and international institutions in Italy, Germany, Luxembourg and Belgium. He was head of fixed income and total return funds for Deutsche Bank AM in Italy, head of fund management for CapitalgestSgr and head of proprietary finance for UBI Banca, the third Italian banking group; for UBI Banca he was in charge of the hedge funds portfolio (1 billion euro) and member of the Pension fund. After that he worked as strategy and organization consultant for the financial services sector, advising banks on ALM and Risk management. In 2014 he embraced the project of an adequate and fair independent financial consultancy and joined Panrhema.
Marco Galli – Senior Advisor
Marco graduated in Economics and Finance at “Luigi Bocconi” University in Milan. From 1994 to 1997 he worked as Internal Auditor at Citicorp. In 1997 he moved to the Italian branch of Citigroup Private Bank, where he worked until 2010 as Chief Operating Officer and Investment Center Head. From 2011 to 2016 he managed several projects related to investment services and financial advisory for domestic and foreign financial institutions. Since 2016 he has worked as independent financial advisor. He joined Panrhema in 2018 as Senior Wealth Advisor.
Marco Pontiroli – Senior Advisor
Marco graduated in Economics and Finance at “Luigi Bocconi” University in Milan. From 1991 until 1999 he worked within Capital Market Divisions of main financial institutions in London (Yamaichi Securities and UBS).
After moving back to Italy, he had working experiences as a Fixed Income and Structured Products salesman at JPMorgan, Bayerische-HVB and Unicredit CIB, therefore building a deep knowledge of financial markets and products.
From 2014 he devotes his skills to private investors as an independent financial advisor and from 2015 he joined Panrhema.
Nino Soscia – Quantitative Analyst
Nino graduated in Economics and Finance at “Luigi Bocconi” University in Milan. Subsequently, at the same faculty, he gained a MSc in Finance.
He joined Panrhema in 2014. He gained experience joining the team, focusing on portfolios quantitative allocation, multi-asset investments analysis and research activities.