Roberto Fagioli
About Roberto Fagioli
Roberto Fagioli serves as the Head of Wealth Planning Advisory and Director at UBS Europe SE, Succursale Italia, where he has worked since 2021. He has a strong background in tax advisory and wealth planning, with previous roles at Deloitte Tax LLP and UBS.
Current Role at UBS
Roberto Fagioli serves as the Head of Wealth Planning Advisory and Director at UBS Europe SE, Succursale Italia. He has held this position since 2021, working from the Milan office. In this role, he focuses on strategic financial planning for high-net-worth individuals and families, leveraging his extensive background in tax advisory and wealth management.
Previous Experience at Deloitte
Before joining UBS, Roberto Fagioli worked at Deloitte Tax LLP as a Tax Director from 2014 to 2020 in the New York City Metropolitan Area. His tenure at Deloitte included a prior role as Tax Director at Studio Tributario e Societario - Deloitte from 2008 to 2020. Over these 12 years, he developed significant expertise in tax advisory, contributing to his comprehensive understanding of financial services.
Educational Background
Roberto Fagioli has a robust educational background in finance and economics. He studied at LUISS Guido Carli University from 1999 to 2003. He furthered his education at LUISS Business School, achieving a Master's degree from 2005 to 2006. Additionally, he studied at The London School of Economics and Political Science (LSE), where he specialized in Real Estate Economics and Finance.
International Work Experience
Roberto Fagioli possesses international work experience, having worked in both Italy and the United States. This diverse background enhances his understanding of global financial markets and allows him to provide informed financial advice to clients with international interests.
Transition to Wealth Planning
Roberto Fagioli transitioned from a focus on tax direction to wealth planning advisory at UBS. This shift indicates a broadening of his expertise within the financial services sector, allowing him to integrate tax strategies with comprehensive wealth management solutions for clients.