Claudio Bacci
COO
At Your Service
Claudio Bacci, MBA
Claudio acts as our UK COO and as the CEO for the European area, in the strategic management of EFP. His daily practice is meeting with clients in a consultative approach enabling him to focus on collaborative and customised solutions.
Claudio brings a lengthy and rich experience gathered in the UK’s leading financial services firms. Main senior roles were held in the UK top 20 professions, in a leading City global wealth management group, and in the UK largest IFA as an associate founder. Claudio’s multi-disciplinary consultancy addressed ambitious business owners and HNWIs’ interests in their wealth creation and retention. Together with the governance of EFP, Claudio is active in the co-running of Dragoni Partners LLP, a related advisory business.
Claudio holds an MBA from the University of Wales – Trinity St. David, a Diploma in Accountancy and Business (Italy), and holds the UK’s financial planning qualifications (CertPFS, Cert CII (MP). He is also a member of the Institute of Directors (MIoD), and the Society of Trusts and Estate Practitioners (STEP Affiliate).
Born in Tuscany (Italy) and residing in the UK since the early 1990s, in addition to English, Claudio communicates in his home tongue of Italian and with proficiency in French and basic Spanish.
Claudio’s private interests include the furthering of professional business knowledge, reading international history and philosophy. Active concerns are in fine arts, antiques, national heritage, countryside, aerobic fitness, and spending time with his family.
The EFP Wealth Vehicle For Business People
