EAM.Technology AG, a leading technology advisor and provider of “Operations as a Service” for independent wealth managers and family offices, is pleased to announce the appointment of Fabio Casati, an expert in Private Banking, M&A and Risk Management, to its Board of Directors. With his expertise, Fabio Casati will drive the strategic expansion of the company’s operations and sourcing platform.
In its first year of operation, EAM.Technology AG has already acquired significant clients and supported them in their projects and operations, with a focus on their core systems and operational excellence.
As part of its strategic development towards an operations and sourcing platform and the transformation into a limited company, the company has strengthened its Board of Directors. The addition of Fabio Casati, a renowned specialist in Private Banking, M&A and Risk Management, further strengthens the team.
Industry expert with a focus on Business Process Outsourcing (BPO) and Innovation
Fabio Casati brings over 25 years of experience in Private Banking, Corporate Finance from UBS, Banca del Gottardo, BSI, and Patrimony (EFG). In various roles in Corporate Finance, Strategic Planning, Private Equity, and Venture Capital, he served as a member of the Risk and Credit Committee.
Additionally, Fabio Casati is a lecturer at the USI Università della Svizzera Italiana and SUPSI (University of Applied Sciences and Arts of Southern Switzerland and responsible for programs such as Master of Corporate Banking and Master of Science in Business Administration (Major in Innovation Management).
He is an expert at Innosuisse, the Swiss Innovation Agency, and a board member of various financial advisory firms. Fabio Casati holds a Master’s degree in Economics from the University of Freiburg (CH) and a Ph.D. in Economics from the same university. Furthermore, he holds a Master’s degree in Strategic Innovation Management from the Swiss Federal Institute of Technology Lausanne and is a Chartered Financial Analyst (CFA Institute).
During his time at BSI, Fabio Casati played a crucial role in business development and the acquisition of Banca del Gottardo by BSI, the Post-Merger-Integration of BSI by BTG-EFG and the business development and sale of B-Source to Avaloq, one of the most significant BPO transactions in Switzerland.