Graduated in Economics from the University of Brescia, Anita has over 20 years of experience in accounting and corporate administration, including 13 years in Italy before relocating to Luxembourg in 2009. She has extensive expertise in managing complex client portfolios, particularly in Alternative Investment Funds, Private Equity, Real Estate, and Securitization Vehicles. In August 2024, she joined UMA Wealth as Senior Manager, following a long tenure at TMF Luxembourg S.A. as Team Leader – Accountant, where she led international teams and drove strategic initiatives. She is proficient in Lux GAAP and IFRS, she is known for her leadership skills, process improvement focus, and talent development. Native Italian speaker, fluent in English, with intermediate knowledge of French.

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engage with our stakeholders,
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June 12, 2025
UMA Wealth Group was honoured to participate in the Annual STEP México Mexico Seminar last week, represented by Geralda Kral. The event proved to…
May 19, 2025
Following the new Economic Crime and Corporate Transparency Act requirements, we are pleased to share that UMA Wealth (UK) Limited has…
April 29, 2025
Our UMA Wealth Team at the DKV Urban Marathon in Luxembourg! This past weekend, we had the incredible opportunity to participate…
March 17, 2025
A Merit-Based Approach to Success Earlier this month, UMA Wealth (Switzerland) AG achieved a significant milestone by winning the WealthBriefing Swiss…
March 3, 2025
Explore UMA Wealth’s insightful interview in Acclaim 2025, shedding light on their success as the champion in the Insurance Boutique Firm…
February 17, 2025
UMA Wealth (Switzerland) AG Wins Boutique Firm of the Year at the WealthBriefing Swiss Awards 2025: Geneve Switzerland 06/02/2025 UMA Wealth…
January 30, 2025
UMA Wealth Switzerland AG is excited to announce that we have moved our office from Baar to the centre of the city…
January 7, 2025
The beginning of the year marks the introduction of noteworthy tax changes, reflecting a strategic approach to enhance Luxembourg’s appeal and stimulate investments in the jurisdiction.
September 6, 2024
The Luxembourg’s Finance Minister announced, on the 17th of July 2024, a series of tax measures for businesses and residents, aimed at strengthening Luxembourg’s competitiveness. Said changes are expected to be applicable as of the beginning of the 2025 tax year.
September 4, 2024
Migrating from one country to another is not only a big personal step, but it also requires professional planning.
September 2, 2024
On August 28, we had the pleasure of hosting a breakfast seminar at our office in Zurich, Switzerland, featuring Abril Rodriguez Esparza, International Tax Services Partner, EY Mexico, as the keynote speaker.
August 29, 2024
On August 27, Juliana Cardoso, a Brazilian tax lawyer and founder of JC Abogados from São Paulo, Brazil, gave a presentation to an exclusive audience of professionals in Zurich, focusing on recent changes in the tax treatment of international investments due to the tax reform implemented in Brazil this year.
August 7, 2024
At UMA Wealth, we understand the importance of adopting a holistic approach to family wealth from the earliest stages of formal education. We have designed a simple and interactive program for those transitioning to college and university, as well as recent graduates, to introduce the next generation to the concept of wealth management.
July 1, 2024
UMA Wealth was present on the last STEP México annual conference June 2024, Bringing all knowledge on AI (Artificial Intelligence) on private wealth,…
May 24, 2024
Alvaro Becerra, CEO and Partner of UMA Wealth Group participated as speaker at the event ‘’Strengthening the Family Enterprise to shape the future’’ organised by FOX, Family Office Exchange.
May 21, 2024
Bridgeford hosted podcast number 40! With David Warren which interviews returning guest Geralda Kral, Managing Director at UMA Wealth Group, and new guest Michael Donev, Esq., Private Banking…
March 11, 2024
The UMA Wealth Group has moved into new offices in different locations to maximize our customer experience. UMA SWISS AG (SWITZERLAND)…
February 12, 2024
Leading wealth management industry participant, UMA Wealth (Switzerland) AG has been selected as a winner in the ‘Management Consultancy’ category at…
November 2, 2023
We are excited to share with you that on Friday, October 20, UMA Wealth Group Wealth – a private client, family wealth…
May 22, 2023
Given the complexity that high-net-worth individuals (HNWI) and families face in maintaining and controlling up-to-date information on their overall assets, having…
December 17, 2022
On December 12th, 2022, UMA Wealth hosted a panel discussion of expert speakers from UMA Wealth, Conyers BVI, Machado Meyer and…
September 15, 2021
The livestream below is in Spanish On the 1st of September 2021, Alvaro Becerra and Geralda Kral of the UMA…
June 17, 2021
The webinar below is in Portuguese UMA Wealth’s Alvaro Becerra participated in this webinar on the topics related to wealth…
April 15, 2021
The whitepaper below is in English Based on our webinar content, we have published a white paper in two parts, addressing…
February 9, 2021
The livestream below is in Spanish Argentina: This webinar addresses migration issues and the key factors families should consider when leaving…
November 3, 2020
The livestream below is in Spanish Chile: This webinar addresses migration issues and the key factors families should consider when leaving…
July 2, 2020
The livestream below is in English The pandemic has left the world and societies with more economic and political instability than…