Curriculum Vitae

Advisor | Private Clients

Defining strategy objectives and delivering high-impact investment
and brand strategies for luxury and private clients

LinkedIn Profile | Download CV


Professional Summary

A seasoned and results-driven Senior Strategy Advisor with over 20 years of international experience bridging private capital with high-value investment opportunities. Expert in advising family offices, UHNW individuals, and corporations on direct investments, brand strategy, and market entry. Possesses a unique blend of private sector commercial acumen and a deep understanding of the strategic imperatives for attracting Foreign Direct Investment (FDI). Proven ability in end-to-end investment cycle support, including lead generation, investor engagement, market intelligence, and building trusted, long-term relationships with key stakeholders.

In plain words

I provide strategy advisory services for private clients, single and multi-family offices, investors, and luxury brands, focusing on macro-strategy, investments, and funding. I assist clients through analytical research and long-term planning, emphasizing direct investment opportunities while aiming to create sophisticated and elegant brands.


Professional Experience

Managing Partner | Carlisle Place & Partners
London, UK | August 2023 – Present

  • Co-founded a strategic advisory firm dedicated to connecting private wealth with exclusive investment opportunities, focusing on direct and co-investment deals for a sophisticated client base.
  • Leverages an extensive international network to source and vet opportunities in real estate, technology, and luxury sectors.

carlislepl.com

Director | Strategic Advisor (Private Investment & Brand Strategy) | Troopworld Ltd
London, UK | May 2006 – Present

  • Acts as a primary advisor to private clients and Single/Multi-Family Offices, providing strategic counsel on direct investment opportunities and portfolio branding initiatives.
  • Specialises in analysing market dynamics and geopolitical trends to inform investment decisions and mitigate risk for cross-border transactions.
  • Structures and executes high-impact brand and marketing strategies for luxury clients, including Salvatore Ferragamo and La Perla, enhancing their international market position and appeal to investors.
  • Cultivates and maintains a high-level network of contacts within the financial, legal, and corporate sectors across the UK and Europe to facilitate investment promotion and lead generation.


troopworld.com

Founder & Creative Director | Doroteo Design
London, UK | July 2021 – June 2023

  • Founded and developed an e-commerce platform for luxury design, taking the concept from prototype to a fully operational, investment-ready MVP.
  • Demonstrated entrepreneurial ability to identify a market niche, develop a business plan, and execute a go-to-market strategy.

doroteo.it

Chief Brand Strategist | Insignia Group of Companies
London, UK | October 2010 – January 2017

  • Architected the brand and product strategy for the world’s leading luxury financial and lifestyle management group, catering exclusively to a global UHNW clientele.
  • Drove a 700% increase in company turnover over the mandate period by creating and launching new services, forging strategic partnerships, and enhancing investor engagement.
  • Managed relationships with the world’s most sophisticated private investors, gaining unparalleled insight into their needs, decision-making processes, and investment criteria.

insignia.com

Founder & Editor-in-Chief | Chic Today Magazine
London, UK | November 2006 – March 2012

  • Created and managed an international luxury lifestyle media platform, successfully attracting advertising from premier brands such as Givenchy, Roberto Cavalli, and Salvatore Ferragamo.
  • Proved adept at creating a compelling narrative and brand identity that resonated with a high-value target audience.

chictoday.com

Senior Art Director | Issue One Magazine
London, UK | April 2005 – November 2006

issue-one.com

Art Director | Fullsix Portugal (WPP Group)
Lisbon, Portugal | November 2003 – December 2004

fullsix.pt

Interactive Designer | BETC FULLSIX
Milan, Italy | October 1999 – November 2003

fullsix.it

Web Designer | GeprasCom
Milan, Lombardy | April 1999 to October 2000

Graphic Designer and Web Developer for SMEs.


Skills

CategorySkills
Investment & Financial AcumenForeign Direct Investment (FDI), Investor Relations & Engagement, Lead Generation, Market Intelligence, Private Equity & Venture Capital, Strategic Planning, Company Valuation, Deal Making
Strategy & MarketingBusiness Development Strategy, Brand Strategy & Identity, Marketing Strategy, Creative Direction, Go-to-Market Strategy, Reputation Management
Analytical & RelationalGeopolitical & Macroeconomic Analysis, Analytics & Business Intelligence, Diplomatic Relationship Building, Negotiation, C-Suite Communication
TechnicalMS Office Suite, Google Workspace, Familiarity with Pitchbook, Capital IQ, FDI Markets

Languages

English – Fluent
Italian – Native
Portuguese – Fluent
French – Intermediary


Education

Diploma of Higher Education in Engineering

Industrial Institute of Bergamo – Milan, Lombardy

Diploma of Higher Education in Arts

LFA London Film Academy – London, UK


Relational skills

A highly adaptable and goal-driven individual with strong analytical and creative skills, effectively communicates and presents work in team settings. Committed and self-motivated, retains clarity under pressure and approaches conflict resolution with integrity. Advocates for efficient organization and delegation, ensuring high-quality outcomes meet deadlines. Quickly adjusts to changes within the office environment and promotes inclusivity within teams, embracing diverse perspectives while aligning with various management processes.


Certifications/Licenses

Private Equity and Venture Capital
May 2025 to Present | Università Bocconi (University)

  • Advanced Private Equity and Venture Capital
  • Discovering Private Equity Investors: Legal Issues and Taxation
  • Management of Private Equity and Venture Capital Funds
  • Company Valuation And Deal Making In Private Equity Settings

Strategic Planning Foundations
June 2021 to Present | Project Management Institute (PMI)

  • Define the principles of strategic planning.
  • Identify forces used to assess the market.
  • Explain how to conduct a SWOT analysis.
  • Articulate how to establish guiding principles and set goals.
  • Explain what strategic filters are used for.
  • Describe the steps of a strategic planning process.

Strategic Thinking
June 2021 to Present | Project Management Institute (PMI)

  • Setting the Stage for Strategic Thinking
  • Developing Your Strategic Thinking
  • Implementing Strategic Thinking

Branding Foundations
April 2021 to Present | Warby Parker Academy

  • How to build a brand
  • What’s their story?
  • What do they do?
  • What do they stand for?
  • Design, marketing and managing customer relationships
  • Hiring talent

John Maeda on Design, Business, and Inclusion
April 2021 to Present | Project Management Institute (PMI)

  • Defining design
  • Designing for a wider audience
  • Linking inclusion and design
  • Discovering your own lacunas
  • Attaining the inclusion mindset

Marketing Foundations: e-commerce
April 2021 to Present | Sam Dey for LinkedIn Learning

  • How Ecommerce Works
  • Niche Marketing
  • Free Traffic
  • Paid Traffic
  • Increasing Conversions

SEO Strategies
April 2021 to Present | Third Door Media

  • Understanding how search engines work
  • Connecting SEO to other business activities
  • Improving results with video, news, and local content
  • Recognizing the skills that matter in SEO
  • Looking at upcoming industry trends

Creating Timeless Brands
March 2021 to Present | Soon Yu on Creating Timeless Brands

  • Explain how signature elements relate to customer choice when selecting a certain brand.
  • Recognize signature elements.
  • Define the saying “innovate your benefit”.
  • Recall the benefits of longevity.
  • Identify the key in scaling power.

Graphic Design Ideas, Concepts, and Form
March 2021 to Present | ArtCenter Academy

  • Foundations
  • Fused Metaphors
  • Typographic Concepts
  • Humor
  • Icons and Iconography
  • Multiple Images
  • Appropriation and Sampling
  • Ways of Making

Awards

Luxury Lifestyle Awards

Insignia Group of companies winner in the category Best Luxury Concierge Services

https://luxurylifestyleawards.com/winners/concierge-service/insignia-lifestyle-boutique

TV Cabo Portugal National Awards

Best media and interactive campaigns winner for client: McDonald Portugal, Super Bock Beer, Carlsberg

IMPRESS Design – Korea

The leading design and new media awards from Seoul, Korea. Best in interactive design and new media campaigns.

Agency of the Year – Effie Awards, Sapo Awards

Fullsix Portugal nominated agency of the year at the Effie and Sapo Awards for 6 years in a row.

https://www.awwwards.com/fullsix_portugal/

https://www.csswinner.com/profile/fullsix-portugal/2204

Sarajevo Biennial of Artists of Europe

Winner in interactive media category. Organized by UNESCO Regional Bureau for Science and Culture in Europe in partnership with the Biennale of Contemporary Art of Europe.

https://www.bjcem.org/biennali/x-biennial-of-young-artists-from-europe-and-the-mediterranean-sarajevo-2001/


Publications

IMPRESS Web Design – Korea

Impress Web Design is a leading design and new media publication and awards from Seoul, South Korea. A full fledged 4 pages interview featuring a review of both my agency and creative work as “designer of the month”.

Graphic Design for the 21st Century

100 of the World’s Best Graphic Designers. Covering a vast range of cutting-edge graphics, with politically charged anti-commercial work placed in the same context as Nike’s latest ads, from signage at packaging to branding and web design.

https://www.amazon.co.uk/Graphic-Design-21st-Century-Midi/dp/3822816051

Web Designers Experiments

The book “Web Designers Experiments – the antipodes of web design” by Lanfree (Franco Lanfredi), Sometti Editions.

https://www.ibs.it/web-designers-experiments-agli-antipodi-libri-vintage-vari/e/2570030042977

Speaking Digitalian

The Italians were latecomers to the brave new world of digital design, but three young artists have been running to catch up.

http://www.designboom.com

Digital Sneakers Milan

In Milan 25 artists play with sneakers, a universal icon of the youth imagination.

https://www.exibart.com/speednews/digital-sneakers-a-milano-25-artisti-giocano-con-le-scarpe-da-ginnastica/

BLUEPRINT Magazine – Italian Protagonists

The best-known Italian web designers in the international community – Mirco Pasqualini, Simone Biffi and Nicola (Niko) Stumpo have all arrived at the same point, but from different directions.

http://www.blueprintmagazine.co.uk/


Personal interests

Geopolitics & history, health & fitness, travel, technology, music.


Curriculum Vitae Download

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