Tacconis Advisors & Co.

Tacconis Advisors & Co.

Marco Tacconis founded Tacconis Advisors & Co. in August 2006 after roles at Schroders Private Bank and Citigroup, where he built a reputation as a sell-side European bank analyst. The firm is authorized and regulated by the Financial Conduct Authority as a MIFIDPRU investment firm, operating from London with a lean-cost model that directs spending toward human capital and technology rather than real estate overhead. Client portfolios can include Italian non-performing exposure portfolios and a dedicated Italian mixed-use real estate fund. The firm's investment reach covers fund of funds, direct real estate, and bespoke segregated portfolios spanning Asia, Europe, and the Caribbean. Sectors tagged in its research coverage include fintech, luxury, climate tech, the energy transition, and proptech. The team negotiates quasi-institutional custody terms with banks and audits account statements to enforce agreed fees. No assets sit on the firm's own balance sheet — Tacconis does not hold client money or deal on its own account, capping its own regulatory capital requirement at £87,000 as of year-end 2024. The firm's leadership blends institutional pedigree with a deliberately flat structure. Chief Operating Officer Csilla Deri joined in September 2019 after managing operations at Schroders Private Bank in Switzerland and subsequently running a luxury consumer goods business. Strategic Advisor Francesco Vigoriti arrived in October 2020, and Senior Investment Advisor Dale Hubber-Richard, who holds the CFA UK's ASIP, CAIA, and Chartered FCIS designations, joined in March 2020. In July 2025, Camilla Tacconis came on board as Client Service Manager after completing doctoral research in emerging battery technologies at Cambridge. Both Marco Tacconis and the senior advisory group maintain designations from the CISI, CFA Society UK, and CAIA Association. Tacconis structures its revenue to break the inherent conflict it identifies in traditional private banking. Product providers pay no commissions or retrocessions to the firm; any offered remuneration is credited back to client accounts. The firm collects only a fixed fee and a small share of investment returns, making its own profitability conditional on clients earning a positive return — a structural answer to the agency problem that defines the large-bank wealth management industry.