Approach and Values

As wealth protectors, we believe that the only way to bring an added value to our clients is providing each of them with the highest level of commitment and dedication.

On this basis we offer an individual, exclusive, fully integrated and comprehensive approach, taking care of all the diverse areas of family and institutional wealth.

Such working philosophy stem from, and constantly develops around, four main values, that constitute the pillars of our counsel and service.


Independence

Each client is our focus


A true understanding of each client's history, needs, goals and desires is the starting point to build and develop a true partnership, where each other interests are totally aligned and oriented toward mutual satisfaction.

Each client always comes first. We always act on his behalf with his best interest in mind.

Partnership

We value relationships


We take time to establish and nurture long-lasting relationships of mutual trust and loyalty with our clients, involving also the future generations in the education process.

We make available to them our global network of best in class professionals. At the same time, we are also very respectful of relationships with clients' existing professionals.

Excellence

Professionalism & confidentiality are a must


Our multi-lingual team of professionals strives every day to provide excellence in our service, by offering outstanding solutions based on high-quality expertise and aligned with the best industry standards.

Attention to detail and a strong commitment to safeguard the confidentiality of clients' information are cardinal aspects of our working style.

We are totally independent (not burdened by any conflict of interest) and employ a clear and transparent fee model.

Vision

We look beyond


We believe that being flexible and quickly adaptable to change is the key for succeeding in today's environment, dominated by high levels of complexity, challenges and opportunities, where clients' needs and regulation are evolving fast.

We put efforts in thinking and acting proactively, we are always open to new ideas. We foster intensively contacts with our international network of service providers and advisers, in order to promote the exchange of information, stimulate synergies and share best practices and resources.


TRA PARTNERS SIM TEAM

We are a team of passionate people, with over 20 years of international experience in the wealth management industry.


EXECUTIVE TEAM


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Rinaldo Sassi

Chief Executive Officer

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Ilaria Mori

Chief Business Officer

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Roberto Travella

Chief Investment Officer




TEAM


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Debora Crema

Senior Analyst

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Marco Pulci

Senior Analyst

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Fabio Greuter

Head of Risk Management & AML

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Roberto Lovisetto

Head of Compliance

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Chiara Castellucchio

Executive Assistant

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Natascia Lenoci

Administration Officer

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Danilo Michelazzi

Senior Advisor

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Marco Piccinini

Senior Advisor

Governance

BOARD OF DIRECTORS

    Chairman:
  • Giulio Tagliavini
    Chief Executive Officer:
  • Rinaldo Sassi
    Executive Directors:
  • Ilaria Mori (Area Mercati)
  • Roberto Travella (Area Investimenti)
    Directors:
  • Giuseppe Pelliccioni

BOARD OF STATUTORY AUDITORS

    Chairman:
  • Giosuè Boldrini
    Auditors:
  • Claudio Guagliani
  • Nicola Rinaldi
    Vice Auditors:
  • Alessandro Maestri
  • Monica Deotto

Advisory Committee

  • Giulio Tagliavini
  • Giampaolo Gabbi
  • Ilaria Mori
  • Pierfrancesco Migliardi
  • Giuseppe Pelliccioni
  • Rinaldo Sassi
  • Roberto Travella

Company Information

COMPANY INFORMATION
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MIFID INFORMATION
DISCLAIMER
MODELLO ORGANIZZATIVO D. LGS. 231/2001
INFORMATIVA GESTORI DI ATTIVI
INFORMATIVA ESG
Pillar III
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