Tacconis
Advisors & Co. LLP



Bespoke Wealth
Management

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

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 Operations 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 run a Luxury Consumer Goods business prior to joining Tacconis Advisors.

 

 

 

The Investment Team

 

Omar Makkawy

Senior Financial Analyst, CFA, IMC

Omar joined Tacconis Advisors in June 2014.

Prior to that, Omar undertook internships in Ernst & Young and Baker Tilly working on financial modelling and several other areas in the accounting and finance industry.

Omar has completed the ACCA (Chartered Accountancy) as well as the IAD and is a member of the CFA society. He holds a Bachelor's Degree with first class honours in Accounting & Finance from Kingston University.

Paolo Gambogi

Junior Financial Analyst and Performance Reporting Officer

Paolo joined Tacconis Advisors in June 2016. He holds a Bachelor's Degree in Economics and Statistics from University of Milan-Bicocca and a Master of Science in Financial Economics from City, University of London.

Konstantinos Angelakis

Junior Fund Administrator

Konstantinos joined Tacconis Advisors in June 2017. He holds a first-class honors Bachelor's Degree in Management and Business Administration from Athens University of Economics and Business and a Master of Science in Finance from London School of Economics.

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

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