There is an inherent conflict of interest in wealth management services offered by traditional private banks. Their investment advice is often driven by product profitability considerations rather than being impartial.
Only by appointing an independent advisor like us, chosen and remunerated directly by you, can you eliminate this risk altogether.
We are on your side. We are Your Family Office.
Tacconis Advisors & Co. LLP was founded by Marco Tacconis in 2006. The firm is authorised and regulated by the Financial Conduct Authority.
Leadership Team
Marco Tacconis
Chief Investment Officer and Founding Partner
Marco Tacconis founded Tacconis Advisors & Co. LLP in August 2006.
Prior to founding his own company, Marco was at Schroders Private Bank as a Senior Private Banker and a member of the Investment Committee.
From 2000 to 2003, he consolidated his reputation as a sell side European Bank Analyst at Citigroup, obtaining top level awards and recognition.
Marco started his career as an equity sell side analyst specialising in financial stocks, building a deep knowledge of the Italian banking industry with Schroders initially and with Citigroup subsequently. He played a leading role in the privatisation of the three largest Italian banks up to 2000.
He holds a Degree in Business Administration from Bocconi University, Milan Italy.
Csilla Deri
Chief Operating Officer
Csilla joined Tacconis Advisors in September 2019.
She holds a Bachelor’s Degree in International Business and has a background in financial operations and entrepreneurship.
She worked as a Manager at Schroders Private Bank in Switzerland and subsequently set up and ran a Luxury Consumer Goods business prior to joining Tacconis Advisors.
The Investment Team
Giulia Gnali
Junior Portfolio Manager
Giulia joined Tacconis Advisors in September 2021. She holds a Bachelor’s Degree with honors in Economics, Organizations Global Markets from University “Cattolica del Sacro Cuore” in Milan and a Master of Science in Investment Management from Cass Business School.
Francesco Vigoriti
Strategic Advisor
Francesco joined Tacconis Advisors in October 2020. He is a skilled professional with entrepreneurial experience and proven management skills combined with an extensive background both in international and local business context. He has a strong strategic thinking and is an expert on social and economic trends.
Dale Hubber-Richard
Senior Investment Advisor
Dale joined TAC in March 2020. He is a highly experienced and qualified director level investment professional holding Chartered FCIS, CAIA and CFA UK’s ASIP qualifications.
Over twenty years in investment management and private wealth management, he has held senior positions at trust, private banking, stockbroking and institutional consulting firms. He has held board positions at trust manager, asset manager, closed-ended and open-ended fund firms. He has extensive experience of client management, investment advice, segregated portfolio management and fund management and has provided financial services to clients and group companies based in the UK, Guernsey, Jersey, Luxembourg, France, Singapore and the Cayman Islands. His roles have included back office and systems implementation to portfolio management and directorship responsibilities.
What we do
We are guardians of your money
Your cash and investments remain in your name so you do not run any risk of fraud.
We negotiate quasi-institutional terms with your bank custodians, and we scrupulously audit all current account statements and transactions to ensure the agreed fees are respected in full.
We measure the risk profile and absolute level of your investment returns.
We work for you
We keep our costs as low as possible: no fancy offices, no expensive meeting rooms. We invest only in human capital and technology.
You appoint us and you pay us: we do not get any remuneration from banks/product sellers – if product providers offer it to us, we credit it back to your account.
We ask for a competitive fixed fee, but also for a small share in your investment returns, so that, in order for us to make a profit, we must ensure that you earn a positive return.
We work with you
We assist you in navigating the growing complexities of rapidly evolving financial markets.
We endeavour to help you control the emotions often associated with investing your life savings.
We strive to help you lengthen your investment horizon and look forward.
Contact
For further information or to arrange a meeting
email us at info@tacpartners.com