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Sandro Tiziani from Bellevue Asset Management is our Sales Manager of the Month

Sandro Tiziani from Bellevue Asset Management is our Sales Manager of the Month

Sandro Tiziani, Head of Sales Switzerland & Italy at Bellevue Asset Management, is our Sales Manager of the Month.
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15 MAY, 2024

By Jose Luis Palmer from RankiaPro Europe


Sandro Tiziani joined Bellevue Asset Management in 2015. Before taking up his position as Head of Sales Switzerland & Italy at Bellevue Asset Management, Sandro worked in various roles at Bank Julius Baer in Zurich and Hong Kong and as Financial Strategies Advisor & Derivatives Sales Switzerland at Bank J. Safra Sarasin. He holds a Master's degree in Finance from the University of Zurich.

What made you decide to go into the financial sector? Did you have any other vocations?

Ultimately, my lifelong passion for numbers, coupled with a fascination for the connections within the economy, led me to study Finance. While my childhood dream was to become an architect, the allure of analyzing financial markets and understanding how economic factors influence decision-making became my primary focus.

Additionally, my passion for interacting with people drove me towards a career where I could not only delve into the complexities of finance but also engage with individuals on a daily basis. This journey of discovery and interest ultimately shaped my decision to pursue a career in the financial sector.

What does a typical workday look life for you? How do you organise your time?

My workdays are wonderfully dynamic, thanks to my role in an investment boutique. There's no set routine, which keeps things exciting and ensures each day presents fresh opportunities and challenges.
My passion for financial markets and interacting with people fuels my motivation each morning. Whether I'm in the office or traveling, I relish the chance to engage with our clients. During business trips, I have the privilege of spending quality time with investors, diving deep into discussions, and gaining valuable insights directly from our portfolio managers.

I absolutely cherish the close collaboration with our portfolio managers. Whether over coffee in the office or on a scenic train journey to visit our clients in Switzerland, I'm always absorbing and learning about the latest developments regarding our portfolio companies. This fusion of intellectual growth and personal connection truly makes every day fulfilling and distinctive.

In your opinion, what are the key drivers for successful fund distribution?

In my opinion, the key drivers for successful fund distribution involve a combination of client-centric focus, service excellence, value addition, solution awareness, and market understanding. Listening attentively to clients' needs is paramount, as it allows for tailoring solutions to meet their specific requirements. Providing first-class service not only ensures client satisfaction but also builds trust and loyalty. Additionally, offering additional value beyond basic services strengthens client relationships and enhances retention.

Creating awareness for your solutions is crucial to attract potential clients and educate existing ones about the benefits of your offerings. This involves effective marketing and communication strategies. Lastly, a deep understanding of the market landscape, including trends, competitors, and regulatory environment, is essential for identifying opportunities and adapting strategies to stay competitive and relevant. Integrating these elements cohesively can drive successful fund distribution.

Could you highlight any topic on which investors should focus for the long term?

One significant topic that investors should focus on for the long term is healthcare. With advancements in medical technology, increasing life expectancy, and the global focus on improving healthcare outcomes, the healthcare sector presents compelling opportunities for long-term investment. The aging population, coupled with lifestyle-related health challenges, underscores the growing demand for innovative healthcare solutions. From pharmaceuticals to biotechnology, medical devices, and digital health, there is a wide range of sectors within healthcare poised for significant growth. Investors can benefit from the long-term potential of healthcare by identifying companies at the forefront of innovation, developing breakthrough treatments, drugs, and medical technologies. Additionally, as healthcare becomes increasingly digitized, investments in telemedicine, health information technology, and data analytics can also offer promising prospects.

Overall, with healthcare addressing fundamental human needs and driving technological advancements, it remains a mega trend that investors cannot afford to ignore for long-term investment opportunities.

What is your advice to investors, how should they position themselves with the current environment?

As an investor, my foremost advice is to establish a strategic asset allocation tailored to your risk tolerance and financial objectives. It's crucial to stick with this allocation consistently, while also being mindful of the market's ebbs and flows.

While it's tempting to try to time the market, I believe in the efficiency of markets, and there are risks associated with frequent trading. Instead, focus on the long-term potential of equity markets, which historically have generated value over time.

Within your strategic allocation, it's essential to allocate space for long-term mega trends, such as healthcare, to capitalize on future growth opportunities.

In summary, maintaining a disciplined approach to investing, based on strategic allocation and a long-term perspective, is key to navigating today's investment landscape effectively.

What is the most exciting thing you have seen in the markets since you started working in the financial sector?

Throughout my 17-year tenure in the financial sector, I've been witness to a multitude of thrilling events. The past four years stand out as a prime example, showcasing various phases of market exaggeration. From periods of market liquidity suddenly drying up due to widespread investor panic to swift rebounds following robust central bank interventions. Economies have consistently demonstrated remarkable resilience, while companies like Moderna and Teladoc have showcased unprecedented levels of innovation. Additionally, the adrenaline-fueled dramas of short squeezes and the rise of meme stocks have captured the attention of young investors worldwide. Each of these instances has been rife with intrigue. However, in the realm of serious investing—both for our clients and my personal wealth—I've come to recognize the paramount importance of stability and predictability.

When you have free time, what do you like to do?

In my leisure time, I treasure moments with my wife and our two children. We frequently venture to the mountains for skiing in winter or hiking in summer, enjoying a wonderful change of scenery. I also delight in various sports like football and other recreational activities. Additionally, gathering with friends for enriching conversations over delicious meals is always a cherished pastime.

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