Octium International Insurance Agent AG
A forward-looking solution to efficiently meet the market needs, while operating in an increasingly regulated and competitive environment.
Octium International Insurance Agent can add value to the relationships established over the last few years with our Business Partners, by fostering the consolidation of synergies while positioning our Group as one of the most innovative solution providers to meet our clients’ needs.
The Sales Team
Francesco Camerlingo
Fabrizio Palumbo
Volkan Morel
Emanuele Banfi
Filippo Mei
Simone Feinstein-Locher
David Teixeira
Francesco
Camerlingo
Francesco Camerlingo joined the Group in 2020 as Group Head of Sales & Business Development.
Francesco is a fully qualified Italian lawyer and holds a LL.M. in Economics and Business Law, with a long-standing career in International Law Firms and Institutions, such as Allen & Overy and Hogan Lovells in Milan, as well as IBFD in Amsterdam. In 2011 Francesco joined Swiss Life Global Solutions as Wealth Planner. He was then appointed Head of Sales Switzerland in 2014 and in 2016 Head of Sales Europe South & East.
Languages spoken: Italian, English.
Fabrizio
Palumbo
Fabrizio Palumbo has almost 20 years’ experience in Life Insurance Business and Wealth and Tax Planning for UHNWI clients. Graduating in Business & Economics, he started his career in the market analysis department for private clients at Banca Commerciale Italiana (Banca Intesa) and then as Team Manager in the Wealth planning department at UBI Banca – Private Investment. Fully qualified and registered with R.U.I.- IVASS (Italian Insurance Supervisory Authority), he pursued his career as insurance broker, providing advice and distributing insurance products for HNWI / UHNWI clients. Recently he has acted as Sales Director at Valorlife AG and at Swiss Life Global Solutions.
Languages spoken: Italian, English.
Volkan
Morel
Volkan Morel has over 30 years’ experience in the banking and insurance industry covering different positions. He started his carrier at BSI-Banca della Svizzera Italiana and was later engaged as Investment Solution Manager and Senior Sales Professional at UBS Global Asset Management. Moving to the Wealth Management division, Volkan was leading the Turkish Desk both at UBS and Clariden Leu Private Bank in Zurich and later developed the Turkish Market at Banque International à Luxembourg in Switzerland. In 2015 Volkan moved to the insurance industry and joined Swiss Life Global Solutions, where he worked as Sales Director for the Turkish Market.
Languages spoken: German, Turkish, English.
Emanuele
Banfi
Emanuele Banfi has over 6 years’ experience in Life Insurance Business & PPLI solutions. Graduated in Business & Finance at Bocconi University in Milan, he holds a Master of Science in Finance and a Master in Family Office. Fully qualified and registered with FMA (Financial Market Authority in Liechtenstein), he started his career as an M&A Analyst for different Financial Boutiques in Milan and recently acted as Sales Associate for Valorlife AG and as a Senior Sales Manager for Youplus AG serving the Italian HNWI/UHNWI clientele.
Languages spoken: Italian, English.
Filippo
Mei
Filippo Mei has over 15 years of experience in the Life Insurance and Banking industry, with a particular focus on Wealth and Succession Planning for (U)HNWI. After graduating in Business Law and Administration from Bocconi University in Milan, he started his career at PwC Milan. He then relocated to Switzerland where, after an experience at Deloitte, he moved to the Life Insurance Industry. He was Relationship Manager at Swiss Life, then Senior Relationship Manager at Lombard International Assurance and, after an experience in a Swiss Family Office as Head of Insurance and Financial Services, he later joined UBS AG as Responsible of the Life Insurance Business for the Market Italy International. After almost five years at UBS, he joined Octium as Deputy Country Head Italy.
Languages spoken: Italian, English.
Simone
Feinstein-Locher
Simone Feinstein-Locher has more than 20 years of experience in the Private Banking and insurance industry covering various positions. She graduated from the University of Basel (Switzerland) and holds a Master of Law degree.
She started her career in 2000 at UBS AG as a Financial Planner with focus in succession planning and was responsible for Swiss and International clients. In 2003, she moved to Credit Suisse Trust AG, where she was responsible for the European market, setting-up and managing structures. In 2006 she moved to the insurance department of Credit Suisse Group, joining Credit Suisse Life & Pensions as a Director responsible for the European Market, in particular the German Market. In 2022 Simone joined Octium Group as a Director for Germany.
Languages spoken: German, English and French.
David
Teixeira
David Teixeira has over 15 years of experience in the Life Insurance and Banking industry, with a particular focus on Life insurance solutions for (U)HNWI in Portugal.
After graduating in EU Affairs, he started his career at the Portuguese Permanent Representation to the European Commission in Brussels. He then relocated to Luxembourg where he worked for the Life Insurance Industry at Swiss Life. After having completed the International Taxation graduation at Universidade Católica Portuguesa he then joined in 2022 the Private Banking industry at CA Indosuez Europe. After almost 13 years in Luxembourg, he decided to join Octium AG as Head of Iberia and LATAM.
Languages: Portuguese, French, English, Spanish
David.Teixeira@octiumgroup.com