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FundForum
22 - 24 June 2026
The Grimaldi ForumMonte Carlo, Monaco

Andre Portelli
Global Head of Investment and Client Solutions at EFG
Speaker

Profile

Andre Portelli is the Head of Investment & Client Solutions of EFG Int. and EFG Bank, has been a member of the respective Executive Committees, since February 2024. He is a member of EFG International’s Global Business Committee and holds some non-executive Board positions in entities directly or indirectly controlled by EFG International. A. Portelli is a senior banking executive with more than 20 years of experience in private - and investment banking. Prior to joining EFG, he was 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. He holds a master’s degree in International Economics & Management, Money, Banking & Finance from the Bocconi University Business School, Milan.

Agenda Sessions

  • How the largest global financial institutions are re-thinking investment solutions and partnerships

    12:05