Emanuele Taglione Giannattasio
Uitikon Waldegg
Summary
Dynamic Senior Associate Portfolio Manager at Clarus Capital Group AG with expertise in multi-asset allocation and risk analytics. Proven track record in enhancing portfolio performance through strategic asset allocation and robust quantitative analysis. Adept at utilizing Python for data manipulation and fostering strong client relationships to drive investment success.
Overview
7
7
years of professional experience
Work History
Senior Associate Portfolio Manager – Multi-Asset Allocation (HNWI / UHNWI)
Clarus Capital Group AG
Zurich
12.2023 - Current
- Key contributor to investment decisions and portfolio construction for discretionary, advisory, and execution-only mandates across HNWI, UHNWI, and institutional clients.
- Prepared and proposed asset allocation recommendations, tactical adjustments, and rebalancing actions to the CIO and Investment Committee for approval.
- Ongoing monitoring of multi-asset portfolios (CHF ~2bn AUM), with responsibility for risk monitoring, drawdown analysis, and mandate compliance across discretionary and advisory mandates.
- Implemented approved allocation decisions, tactical reallocations, and hedging strategies under CIO oversight.
- Conducted macroeconomic and quantitative analysis, including scenario analysis and backtesting, to support allocation proposals.
- Developed and maintained systematic portfolio monitoring and rebalancing tools, improving execution consistency across 20+ custodian banks.
- Acted as a key link between investment analysis, governance, and execution within a FINMA-regulated environment.
Independent Portfolio Strategy Development
Private Capital Management
Zurich
08.2023 - 12.2023
- Developed and tested discretionary and systematic multi-asset investment strategies, including allocation, hedging, and risk-control frameworks.
- Managed personal and affiliated capital across diversified portfolios of equities, ETFs, and derivatives.
- Conducted macroeconomic, quantitative, and scenario analysis to guide positioning and drawdown management.
- Built Python-based monitoring and reporting tools for performance, volatility, and risk analytics.
- Activities performed in a private, non-commercial capacity in line with Swiss regulatory boundaries.
Assistant Trade Manager | Trade Lead
MSC
Miami
01.2022 - 08.2023
- Managed and optimised a portfolio of freight contracts and trade routes, applying capital allocation, risk assessment, and scenario analysis across global markets.
- Conducted macroeconomic and market analysis to support pricing, allocation, and hedging decisions for logistics assets.
- Evaluated return, volatility, and downside risk across trade routes, contributing to improved risk-adjusted profitability.
- Developed data-driven dashboards and monitoring tools to track performance, utilisation, and risk metrics for senior management.
- Worked closely with institutional clients, translating market dynamics into allocation and risk discussions.
Trade Analyst
MSC
Miami
04.2019 - 01.2022
- Analyzed global trade flows, commodity prices, and macroeconomic indicators to support investment and allocation decisions.
- Performed scenario and sensitivity analysis to assess downside risks and capital efficiency across long-term trade agreements.
- Supported trade financing discussions with a focus on liquidity, duration, and risk exposure.
- Contributed to risk mitigation frameworks aimed at improving portfolio resilience.
Education
Master’s in Business - BBE
UF Warrington College of Business
Gainesville, FL, United States12.2018
Master’s in Management - International Business
IE Business School
Madrid, Spain07.2018
Bachelor of Science - Business, Finance and Economics
LUISS Guido Carli
Rome, Italy03.2017
Skills
- Portfolio analysis and allocation
- Multi-asset construction
- Strategic and tactical allocation
- Risk budgeting
- Scenario and drawdown analysis
- Performance monitoring
- Mandate compliance
- Quantitative analysis
- Python programming
- Data manipulation with Pandas
- Numerical computing with NumPy
- Data visualization with Matplotlib
- SQL database management
- Backtesting strategies
- Risk analytics and validation
- Advanced Excel skills
- VBA automation
- Investment platforms expertise
- Bloomberg Terminal proficiency
- Refinitiv Eikon usage
- FactSet navigation
- S&P Capital IQ familiarity
- Reporting tools expertise with Power BI and Tableau
- Banking and custody experience
Hobbies and Interests
- Football
- Cooking
- Macroeconomic research
- Quantitative investing
- Endurance sports
Languages
- English (Native)
- Italian (Native)
- Portuguese (Expert)
- Spanish (Expert)
- German (Beginner)
Skills
Portfolio Analysis & Allocation, Multi-asset portfolio construction, strategic and tactical asset allocation, risk budgeting, scenario and drawdown analysis, performance monitoring, mandate compliance., Python (Pandas, NumPy, Matplotlib) and SQL for portfolio analysis, backtesting, risk analytics, and data validation., Advanced Excel (VBA) for portfolio monitoring and automation., Bloomberg Terminal (BDP, BDH, BQL), Refinitiv Eikon (LSEG), FactSet, S&P Capital IQ, SIX, CBonds., Experience integrating market data across multiple custodians and providers., Power BI and Tableau for performance, risk, and portfolio reporting to Investment Committees and senior stakeholders., Experience working with major Swiss and international private banks and platforms, including UBS, Julius Bär, LGT, UBP, Vontobel, ZKB, and Interactive Brokers.
Timeline
Senior Associate Portfolio Manager – Multi-Asset Allocation (HNWI / UHNWI)
Clarus Capital Group AG
12.2023 - Current
Independent Portfolio Strategy Development
Private Capital Management
08.2023 - 12.2023
Assistant Trade Manager | Trade Lead
MSC
01.2022 - 08.2023
Trade Analyst
MSC
04.2019 - 01.2022
Master’s in Business - BBE
UF Warrington College of Business
Master’s in Management - International Business
IE Business School
Bachelor of Science - Business, Finance and Economics
LUISS Guido Carli