Marco Morini Ortiz - Investment Solutions and Financial Architecture Expert in Switzerland

ELEVATING STANDARDS FOR YOUR INVESTMENT SOLUTIONS.

No surprises after issuance — just structures you can explain, defend, and stand behind.

What to expect Download My Solutions AI

You keep the relationship strong.
I help you stand behind every decision.

Thoughtful Design

Structures designed to behave as expected — not just to look good at issuance.

Everything Explained, Nothing Improvised

Clear narratives you can explain, justify, and stand behind throughout the product's life.

Support That Saves Time

I work in the background, catching risks and inconsistencies before they ever reach your client. No need to double check everything.

Your real risk isn't complexity. It's exposure.

The biggest professional risk for an advisor today isn't offering structured products. It's offering products you can't confidently explain, defend, or stand behind when markets change.

I work to reduce:

Regulatory exposure
Reputational risk
Client misunderstanding

by ensuring every structure is coherent from issuance to maturity.

Higher standards aren't philosophical. They are practical risk management.

LinkedIn insights

Market Pulse.

This week in structured products. What advisors need to know.

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Professional journey

Experience built through every stage.

A focused path across investment solutions, markets and client partnership.

B

2015

Bloomberg · Campus Ambassador

First exposure to markets, terminals and the language of finance.
SG

2016 – 2019

SG CIB · Fixed Income & Cross Asset Solutions

Structuring cross-asset ideas inside a leading global investment bank.
CV

2019 – 2024

Capital Vision · Senior Sales

Advising professional clients and deepening structured product expertise.
TR

2024 – 2025

Tradition · Head of Sales Switzerland

Leading the Swiss franchise and its professional client relationships.
TP

2026 · Present

TP ICAP · Head of Ticino & Italy

Driving Investment Solutions and client partnerships across the region.

Review, Compare, and Filter Product Ideas in Seconds.

Download a free, unlimited, specialized GPT and add a virtual investment solutions specialist to your ChatGPT — available whenever you review product ideas.

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What this specialist does for you:

Upload a term sheet or PDF and detect hidden costs, main risks, and critical details.
Compare multiple payoffs side by side and spot the critical differences in seconds.
Filter providers ideas quickly and focus only on the few worth presenting.
Upload a research file and ask for Investment Solutions to leverage fundamentals.
Get client-ready language you can reuse immediately.
Built on real Investment Solutions experiences and cases — not theory.

Who I work best with.

"I work with advisors who value professional standards over price competition, care about long-term client outcomes, and want a trusted partner — not a commoditized provider."

Structured products deserve higher standards.

When done properly, structured solutions improve portfolios, strengthen client trust, and enhance the advisor's role. That's the market I choose to contribute to.

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Creativity as a Catalyst.

My fascination for financial markets joins creativity at other levels like live music and outdoor sports, the freedom of those passions are two sides of the same coin. Passion, and the drive to create something new.