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
Giulio Tagliavini
Chairman
Rinaldo Sassi
Chief Executive Officer
Ilaria Mori
Chief Business Officer
Roberto Travella
Chief Investment Officer
TEAM
Debora Crema
Senior Analyst
Marco Pulci
Senior Analyst
Fabio Greuter
Head of Risk Management & AML
Roberto Lovisetto
Head of Compliance
Chiara Castellucchio
Executive Assistant
Natascia Lenoci
Administration Officer
Danilo Michelazzi
Senior Advisor
Marco Piccinini
Senior Advisor