Monday - Friday9.00 - 12.30 / 13.30 - 18.00
OfficeViale Regina Margherita 28, 20122 Milan
 

PARTNERLuca Rizzi

Institutional positions

  • Member of the ODCEC Commission of Turin “Independent Financial Consulting” since 2018
  • Skills and Activities
  • Qualifications
  • Scientific publications
  • Independent financial advice to individuals and companies. (in total absence of any conflict of interest and supervised by OCF / CONSOB)
  • Analysis of the efficiency of physical and / or online banks and other intermediaries
  • Qualitative analysis of the client’s portfolio (private, company, institutional), cost ratio and efficiency of results (evaluation of the managers entrusted with the assets)
  • Renegotiation of all the conditions applied to the customer by its bank / intermediary (purchase / sale commissions, securities deposit, current account, active and passive rate, credit lines, maximum overdraft commission, currencies, leasing, financing, etc.)
  • Creation of asset allocation with the use of efficient tools, analysis and evaluation on the global, intermarket and sectorial macroeconomic scenario
  • Continuous monitoring over time of the asset allocation and production of periodic aggregated and personalized reports
  • Personalized investment recommendations based on the customer’s risk profile
  • Evaluation and possible replacement or renegotiation of mortgages and loans: (reduction of the periodic installment)
  • Retirement planning, insurance and tax optimization
  • Financial and asset planning
  • Fee Only Financial Advisor registered since 2018
  • Certified Public Accountant registered in the Order of Certified Public Accountants and Accounting Experts of Turin on 4 May 2003, section A, no. 1357
  • Technical Consultant at the Turin Court since 2011

Collective document of the Study Commission, published by the Board of the Association of Certified Public Accountants on 30.01.2020 “Guide to independent financial advice for the studies of certified public  accountants and accounting experts”.

Conferences and didactic activities

  • Independent financial advice for the studies of chartered accountants and accounting experts – Conference of the Order of Chartered Accountants and Accounting Experts, Turin 19.12.2019
  • Certified Public Accountants and Financial Consultancy – Round table in the Fee-Only Summit 2019 – Verona 29.10.2019
  • How to start an Independent Financial Advisory Company – Round table in the Fee-Only Summit 2019 – Verona 30.10.2019
  • Executive Master in Wealth Management at the SAA – School of Management of Turin – contract professor – Turin 23.11.2019
  • Financial instruments, financial advice – Training course within the Order of Certified Public Accountants and Accounting Experts, Turin September 2018 – February 2019
  • Strategy and management of financial resources for individuals and companies – SAF Higher Education School for Certified Public Accountants – Turin 6-7-13.10.2017
  • Mediation as an effective tool in controversies for anatocism – Conference of the Order of Labor Consultants – Turin 23.5.2014
  • Employee severance indemnity to complementary pensions – Conference of the Order of Labor Consultants of Turin and Foundation for Labor Consultants Studies – Turin 11 and 19.1.2007
  • Reform of the supplementary pension decree 252/2005 – Congress of the Order of Labor Consultants of Turin and Foundation of Labor Consultants Studies – Turin 11.5.2007
  • Banking technique – Formation of the commercial network of Piedmont and Liguria of a primary bank at national level – January / November 2005
Luca Rizzi

Luca Rizzi

Address
Viale Regina Margherita 28
20122 Milano
Telephone
+39 02 430019347
Email
l.rizzi@quiveradvisors.it