60-second interview with Paolo Filippini

Monday, 15 February 2021
I was very honoured to receive the Founder’s Award, says Dr Paolo Filippini TEP.

What does your firm do?

Patrimony 1873 SA is a wealth management company managing high-net-worth/ultra-high-net-worth clients and offering them tailor-made solutions.

What is the most important thing STEP does, in your opinion?

I appreciate the solid educational offering and high professional standards, and enjoy the networking opportunities which allow us all to be in contact with a range of professional figures. This makes it possible to share opinions, points of view and exchange experiences, and enjoy seminars and conferences.

STEP recently launched new Values. Can you share any examples of how you have demonstrated one or more of these in your professional life/your involvement with STEP/interactions with clients?

For me Collaboration most characterises STEP. Through the network I’ve been able to develop through attending events and being a member of local committees, I’ve been able to contact other members and together, find possible solutions for clients.

You were recently given a Founder’s Award. What does this mean to you?

I was very honoured to receive the Founder’s Award and be recognised for the years of service I have spent in different roles and on different committees. This gave me the opportunity to meet a lot of people and learn a lot from them. Thank you to everyone!

How and why did you get involved with STEP?

My first contact with STEP was simply attending seminars and conferences. Then I was asked to join the local STEP committee and also the national one. I was able to contribute to STEP’s success through my organisational and planning expertise and through networking.

What benefits has it brought you?

The benefits have been both personal (meeting and dealing with a lot of people) and professional (exchange of cases/experiences allowing me to grow professionally).

What do you feel are the main challenges facing your branch or region at the moment, and how are you planning to deal with them?

The main challenge at present is linked to COVID-19 and the fact that it's impossible to meet in person. We've tried to overcome this through organising video conferences and calls, but naturally it's not the same as meeting people face to face.

What do you most like about your job?

I enjoy the variety of daily challenges and the increasing complexity. It’s very important to keep abreast of this.

.. and what do you feel is most worthwhile?

I’d say personal interaction which allows you to exchange different opinions.

What would you say to a young person thinking of a career in this industry?

Acquire a solid basic education (legal, economics, taxes) and then continue to learn. It helps if you have a special focus on new topics or issues.

Where do you see future growth, both in terms of sectors and jurisdictions?

I am convinced that all around the world there are opportunities to grow. The finance sector has much scope.

Which social media channels do you use and why?

I do not use social media actively, and prefer to have one-to-one meetings.

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Paolo Filippini
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Paolo Filippini

Dr Paolo Filippini TEP is CEO of Patrimony 1873 in Switzerland. He has a PhD in economics and is a Certified Financial Planner (CFP), a member of the International Fiscal Association (IFA) and a member of the Swiss Financial Planner Associations (SFPO & FPVS). Paolo was Chair of STEP Lugano Centre for many years and represented Lugano at STEP Verein.