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Flavio Cereda

Flavio Cereda - Investment Manager

Flavio Cereda, Investment Manager, co-manages GAM’s Luxury Brands investment strategy and is part of the European Equity team led by Niall Gallagher.

Prior to joining GAM, Flavio had been Head of Luxury Goods Research at Jefferies International for six years. His previous experience also includes 11 years at Bank of America Merrill Lynch where he was Managing Director EMEA Equity Research, and five years at Lazard Capital Markets where he was Director of Research. He has deep knowledge of the brands, their supply chains, distributors and retailers across all markets as well as insights into the sector informed by multi-year social media trend tracking. Flavio holds an MSc from the London School of Economics & Political Science (LSE). He is based in London.

Flavio Cereda

My Insights

Active Thinking

9 min read

Active Thinking: The Luxury Sector in the Post-Covid Era – Polarisation
13 November 2023

Flavio Cereda, Investment Manager, Luxury Equities, explores the post-Covid transformations in the luxury sector and how the top brands have adapted. He also discusses the future implications and opportunities.