Carlo Montagna

Carlo Montagna

Independent Director

19, rue de Bitbourg
L-1273 Luxembourg

Contact details
Phone: (+352) 26 00 21 326
Fax: +352 26 00 21 499
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Carlo Montagna

Carlo Montagna is a Partner of The Directors’ Office, the leading practice of independent Directors in Luxembourg.

Carlo has 35 years international experience in the banking and financial industry. Over the course of his career he has worked as Head of Sales and International Development at EFA, Managing Director of Asset Services Sales at Bank of New York Mellon, General Manager of IMI Group and Trader at Banca Nazionale del Lavoro (now BNP Paribas). He has been member of various boards, including IMI Bank AG Frankfurt, IMI Global Sicav, Idea Management Company, IMI Real Estate, Crediinvest Sicav, Investcredit Sicav, Goldman Sachs Structured Investments Sicav. Carlo is Italian and attended the University of Pavia, Italy, Faculty of Economics.

During the course of his career Carlo Montagna built up an extensive knowledge of trading strategies and managed various portfolios; he developed front office as well as back office solutions, launched investment funds, managed small and big size companies. He is a skilled relationship director and people manager.


Italian, English, French and Dutch

Education and studies

Faculty of Economics
1982 to 1985 - University of Pavia, Italy

Swaps valuation, hedging strategies, yield curve building and trading strategy
1994 to 1995 - ICMB Geneva

Professional activities

The Directors' Office
2011 to date

Independent Director
2010 to date - A number of financial and commercial entities

2010 to 2012 - Novitas Partners, London/Luxembourg

Founder and Owner
2010 to 2012 - TheINsiders SàRL Luxembourg

Head of Sales and International Development
2009 to 2010 - European Fund Administration S.A. Luxembourg

Member of the board of AMS Group Italy (a Lynx Company)

Managing Director Asset Services Sales Europe
2007 to 2009 - Bank of New York Mellon Luxembourg

Managing Director Client Executive for Investment Managers Southern Europe
2003 to 2007 - Bank of New York Mellon Luxembourg

General Manager
2002 to 2003 - IMI Bank (Lux) S.A. Luxembourg

Heading the Investment Banking side

Director Investment Banking
2000 to 2002 - IMI Bank (Lux) S.A. Luxembourg

Heading the Capital Market Sales Desk

Head of Treasury
1998 to 2000 - Banca IMI s.p.a. Milan

Heading Forex, Money Market, Short Term Derivatives desks

Head of Money Market Desk and trading in Capital Markets
1993 to 1998 - IMI Bank (Lux) S.A. Luxembourg

Senior Dealer Money Market Desk
1991 to 1993 - Banca Nazionale del Lavoro, Head Office Rome

Forex and Money Market Dealer
1985-1991 - Instituto Bancario San Paolo di Torino

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