Dr. Paolo Filippini

After obtaining his PhD, Paolo Filippini, began his career in Lugano as a Tax and Business Consultant.

In 2000 he moved to Banca del Gottardo in Lugano where he worked in several positions within the Bank. In 2004 he was appointed Managing Director of Gottardo Trust Company Ltd. in Nassau, Bahamas. He moved back to Lugano in 2007 and took over the responsibility as Head of the Financial Planning Department of the Bank and following the merger between BSI and Banca del Gottardo, was appointed Head, Group Financial Planning Operations. He acted as Director and Chairman on the Boards of BSI Trust Bahamas, Singapore, Guernsey and Malta.

In August 2012 he moved to the new Wealth Management Company of BSI, Patrimony 1873 SA, where, as CFO, he was responsible for the Corporate Centre until December 2016. Since January 2017 he acts as CEO of Patrimony. Other than management roles, Mr. Filippini is still very active in clients' advice, and internal and external presentations on financial planning issues.

Mr. Filippini is fluent in Italian, French, German, English and Spanish. He is a Certified Financial Planner (CFP), full member (TEP) of the Society of Trust and Estate Practitioners (STEP), member of the International Fiscal Association (IFA) and member of the Swiss Financial Planner Associations (SFPO & FPVS).

Patrimony 1873 SA
Via Peri 21b
CH-6901 Lugano

Tel  +41 (0)91 912 72 28
Fax +41 (0)91 912 72 77

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