As Head of Investment Solutions, Andre Portelli will be responsible for EFG’s global investment activities, including all discretionary and advisory mandates, research and the full range of investment funds managed by EFG Asset Management.
Andre Portelli is a senior banking executive with more than 20 years of experience in private banking and investment banking. He has been Global Co-Head Investments and Global Head Strategic Solutions Group and Private Markets at Barclays Private Bank since 2017. From 2010 to 2017, he held various senior roles at UBS, including Head of Private Solutions, EMEA, UBS Investment Bank. Prior to that, he worked for Nomura and Lehman Brothers in UK, the UAE and Switzerland. Andre Portelli is a Maltese citizen and holds a Master in International Economics & Management, Money, Banking & Finance from the Bocconi University Business School, Milan.
Moz Afzal and Oliver Heinzelmann have served as Co-Heads of Investment Solutions on an interim basis since February 2023 in addition to their responsibilities as Chief Investment Officer & CEO EFGAM and Head of Strategy & Business Development Investment Solutions, respectively. Effective 01 February 2024, Moz Afzal will focus fully on his core role as Chief Investment Officer & CEO EFGAM and will additionally become a member of the Global Business Committee of EFG International. From that date, Oliver Heinzelmann will assume the role of Investment Solutions Chief Operating Officer. Both, Moz Afzal and Oliver Heinzelmann, will report to Andre Portelli.
Giorgio Pradelli, CEO of EFG International: “I am very pleased that Andre Portelli is joining EFG as the new Head of Investment Solutions. With his extensive knowhow and vast experience, I am convinced that he will further enhance EFG’s global investment capabilities and drive content innovation. I would like to thank Moz Afzal and Oliver Heinzelmann for the outstanding commitment they have shown as Co-Heads of Investment Solutions over the past few months in addition to performing their core roles and I look forward to continuing our successful collaboration.”