Margherita Cutrera

Senior wealth manager, Ca Indosuez Wealth (Europe)

“The world is like a book, and he who does not travel knows only one page of it"” (Sant'Agostino)


Ms Cutrera graduated with honors in Law from the University of Palermo and earned an LLM in International Tax Law from the Business and the Economic University of Vienna.

She worked in Luxembourg from 2011 to 2017. At PwC Luxembourg, she assisted international clients in the private wealth department. Then at Ca Indosuez Wealth Europe as a senior wealth planner in the Italian team, she gained experience in trusts, generational transition, "unit-linked" life insurance contracts, investment funds, asset protection, corporate structure management, and international planning.

In 2014, she attended a Postgraduate Course in Individual International Taxation at the University of Lausanne in Switzerland, Unil.

From 2017 until 2020, she moved to Portugal. At PwC Lisbon, Ms Cutrera worked in the international tax structuring department, where she dealt with a global client base, mainly HNWI, personal wealth planning, and domestic and international corporate restructuring.

In 2021 Ms Cutrera returned to Luxembourg, where she served as Senior Wealth Planner in Baloise Vie Luxembourg for the Italian and Portuguese markets. In 2022, with almost 15 years of career, having gained solid professional experience in tax and wealth planning serving HNWI and UHNWI clients, she accepted a new professional opportunity as Senior Wealth Manager/Banker for the Italian market in Ca Indosuez Wealth (Europe).

She loves cooking and traveling. Her great passion is to combine the two: "food and wine travel." She speaks Italian, English, French, and Portuguese.

Distinguishing skills:

  • International Taxation
  • Generational transition
  • Taxation HNWI

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