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The We Wealth event dedicated to the world of ETFs is back, a moment for discussion and networking among neo brokers, fund selectors, issuers, and industry experts that explores how these instruments can respond to current challenges and seize opportunities in terms of allocation, diversification, and risk control.

30 June 2026

from 14:00 - CEST

In-person and digital event

Live digital event streamed on We Wealth’s channels, open to all In-person event reserved for a selected group of participants

If you have not received an invitation but would like to attend, please write to [email protected]

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The event is accredited for 4 hours for the purpose of maintaining EFPA certifications. To receive the credits, it will be necessary to attend the entire event on the Zoom platform.

WHO IS IT FOR:

The event is exclusively for industry professionals, and in-person participation is by invitation only.

Neo Broker
Institutional Investors / Fund Buyers (banks, savings banks, pension funds, insurance companies, foundations, family offices, structured products)
Fee-only financial advisors
Issuers

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WHO IS IT FOR:

The event is exclusively for industry professionals, and in-person participation is by invitation only.

Neo Broker
Institutional Investors / Fund Buyers (banks, savings banks, pension funds, insurance companies, foundations, family offices, structured products)
Fee-only financial advisors
Issuers
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In partnership with

Technical partners

Institutional partners

Industry Experts

Luca Mainò CFP®

Consultique SCF

Co-founder of Consultique SCF, Board Member of NAFOP and Vice President of ASSOSCF

Founder of Consultique SCF, the company that brought independent financial advice to Italy in 2001, Luca Mainò holds a degree in Economics from the University of Bergamo and an OCP in Artificial Intelligence from the Polytechnic University of Milan. A speaker at events and seminars on topics related to the evolution of the world of financial advice and wealth planning, he is a member of the board of directors of NAFOP and vice president of AssoSCF, the two associations that represent independent advisors and consulting firms (SCF) within the Supervisory Body. Luca Mainò is a member of the board of FPSB Italia, which is responsible for supervising and managing the implementation in Italy of the CFP® (Certified Financial Planner) certification. The association is affiliated with FPSB Ltd, the international body that oversees the authoritative and prestigious CFP® certification, with over 213,000 certified professionals, whose introduction in our country marks a turning point towards the harmonization of industry standards worldwide. On LinkedIn, Luca has created a community of 30,000 professionals and with his newsletter "The Fully Independent Republic" he explores topics related to financial advice and wealth planning. He is co-author of three books published by Il Sole 24 Ore: La consulenza finanziaria indipendente (2022), La guida del Sole 24 Ore alla consulenza indipendente (2008) and Il manuale del consulente indipendente (2006).

Luisa Fischietti

Borsa Italiana – Euronext Group

Head of ETF Primary Markets & Distribution – Southern Europe

Luisa Fischietti is Head of Primary Markets & Distribution – Southern Europe in Euronext, responsible for the development and distribution of listed products in Southern Europe. Previously, she was Head of Italy ETFs at Borsa Italiana – Euronext Group and has extensive experience in financial markets and listed investment products.

Roberta Rudelli

UniCredit

Head of Fund Selection

Roberta Rudelli began her career in 1997 at Comit Asset Management (now Eurizon) as a Junior Equity Strategist. In 2001-2002, she was part of the Equity Trading Desk at Banca Profilo, also handling Corporate Bond trading for clients. In 2003, Roberta joined the UniCredit group as an Equity Strategist for UPAM (UniCredit Private Asset Management), which was sold to Pioneer (now Amundi Asset Management) in 2005. From 2005 to 2012, she worked in the Quant Asset Allocation team, developing quantitative forecasting models for sectors and equity markets. From 2012 to 2014, she managed bond portfolios in mutual funds for the asset management of UniCredit Private Banking. From 2014 to the present, Roberta has been involved in Fund Selection, becoming the team leader in 2015. She is a member of the Financial Services Technical Commission at AIPB.

Andrea Florio

Zurich Bank

Mutual Funds, Private Markets & Sales Animation

After graduating from Bocconi University, Andrea Florio began a career in consulting, during which he followed an important project related to the private banking sector, joining the Intesa Sanpaolo Private Banking group and holding the role of Equity Analyst supporting the group's network of private bankers. In this context, in addition to gaining in-depth knowledge of the private banking sector thanks to close collaboration with highly regarded professionals, he developed important skills and techniques for structuring portfolios dedicated to the group's private bankers (both in single stocks and in investment funds). Subsequently, he joined the ANIMA Sgr group as a Relationship Manager. During his time in the sell side, in addition to increasing his knowledge of investment products, he acquired important sales techniques aimed at making their inclusion more efficient and effective in response to the needs of his target clientele. Attention to understanding customer needs and continuous research in terms of efficiency in structuring clients' portfolios were elements developed also thanks to intense promotional activity through specific conferences and/or industry talks. Subsequently, he joined the Generali group, focusing in particular on the development of investment strategies and the selection of funds for financial and insurance products. As one of the pioneers of ESG, within the Banca Generali group, he developed a platform dedicated to sustainable investments in partnership with a major player. Since May 2022, he has joined the Zurich group to actively participate in the development of the Zurich Bank project, within which he currently focuses mainly on the development of investment solutions, the selection of funds for the various products, and the ESG theme.

Massimo Citoni

eToro

Country Head Italy

Massimo Citoni is the Country Head for Italy at eToro, where he plays a key role in driving regional growth through the implementation of strategic initiatives and tailored promotional campaigns in the Italian market. With nearly a decade of experience in the fintech industry, Massimo initially joined eToro as an Account Manager in 2015, where he successfully managed relationships with eToro's key clients in Italy. His strong ability to understand client demands and the Italian market landscape stems from his previous entrepreneurial ventures in the tourism sector. Massimo is a financial advisor accredited by both CySEC and ASIC.

Luca Carabetta

Trade Republic

Country Manager Italia

Luca Carabetta is the Country Manager for Italy at Trade Republic. He was an active entrepreneur in the Italian startup ecosystem and a member of the Chamber of Deputies during the 18th Legislature, also serving as Vice President of the Productive Activities Committee.

Manuela Pugliese

Xtrackers by DWS

Sales per l’Italia

Manuela Pugliese currently holds the role of Xtrackers Sales for Italy at DWS, where she is responsible for the strategic expansion of the network of financial advisors, family offices, and digital distribution channels. Previously, she held the role of Sales Support for the EMEA South region, supporting regional teams in financial analysis and customized reporting. In 2022, Manuela obtained the Certified ESG Analyst (CESGA) qualification. On the academic front, Manuela obtained a Master of Science in Banking & Finance with top marks from the Università Cattolica del Sacro Cuore and a bachelor's degree in Economics of Financial Enterprises from the University of Naples Federico II.

Michele Raisoni

Scalable Capital

Co-Branch Manager Italia

Michele Raisoni is co-Branch Manager for Italy at Scalable Capital, where he leads the operations of the Italian branch. Previously, he led international expansion projects at N26 and Solarisbank in Berlin, following an experience at EY in Dublin. He holds a degree in Economics from the Erasmus School of Economics in Rotterdam and earned a double Master's degree in International Management from University College Dublin and the CEMS network.

Andrea Favero

Fideuram Direct

Head of Fideuram Direct

Andrea Favero is head of Fideuram Direct, Fideuram's business line dedicated to clients who prefer a digital and remote experience. Prior to joining Fideuram in 2023, Favero was head of digital distribution for BlackRock in Italy, which he joined in 2010, holding various positions over the years with a focus on relationship management, strategy, and ETFs. He began his career in 2007 as a strategic consultant at A.T. Kearney for major Italian financial institutions. Favero graduated in Economics and Finance from Ca' Foscari University of Venice, and has been a Chartered Financial Analyst (CFA) since 2013.

Giovanni Maggi

Assofondipensione

Presidente

President of Assofondipensione since December 2016, member of the FeBAF Committee and of the General Council of Private Equity of AIFI. He is also executive vice president of Futura Invest Spa and director of Vertis SGR. His past and completed roles also include 9 years at Confindustria, in the Lecco and Sondrio area, and one year at the Como-Lecco Chamber of Commerce (2016-2017). Currently, he is also a shareholder and managing director in the holding company Maggi Group S.p.A.

Vincenzo Sagone

Franklin Templeton

Head of ETF Sales Italy

Vincenzo Sagone is Senior ETF Sales for Italy at Franklin Templeton. Based in Milan, he leads the development of ETF distribution in the Italian market, supporting the growth of Franklin Templeton's UCITS ETF platform and dialogue with wholesale and institutional clients. In his role, he works closely with local and regional distribution teams, contributing to the definition and execution of the ETF commercial strategy in Italy. Sagone has over twenty years of experience in international financial services, including twelve at Amundi Italy as head of ETFs, indexing and smart beta. He holds a master's degree in quantitative methods for finance and a degree in Physics from the University of Palermo.

Ornella Perseu

Banca Patrimoni Sella & C.

Senior Fund Selector e Fund Analyst

Ornella Perseu works at Banca Patrimoni Sella & C., where she is responsible for financial advisory, analysis, and selection of UCIs. Throughout her professional career, she has developed solid experience in the analysis of investment strategies, the selection of financial instruments, and portfolio construction. She began her career at Reale Mutua Assicurazioni, before joining Banca Patrimoni Sella & C., holding positions of increasing responsibility over time in various areas of the Bank. Since 2006, she has specialized in the UCI and ETF/ETN sector, initially working in the Asset Management department, within the team dedicated to fund management. In 2009, she joined the Bank's advisory group, progressively expanding her expertise in the various areas of financial advisory and investment solutions. In 2001, she obtained a degree in Economics and Business, specializing in Administration, Finance, and Control.

Agenda

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Networking Area

13.00 – 14.00

Lunch for speakers only (in-person event only)

13.45 – 14.00

Accreditation

15.30 – 16.00

Networking coffee break

Main Stage

14.00 | WELCOME

Introduction by Fabienne Mailfait, Founder & CEO, and Chiara Samorì, Interim Editor-in-Chief, We Wealth

14.10 | PART ONE – ETFs AND PORTFOLIO CONSTRUCTION

The ETF market: numbers, trends and development prospects
The speaker will outline the evolution of the ETF market in Europe and Italy, analyzing the main inflow trends, the dynamics driving the adoption of passive instruments, and the growing role of ETFs within investors' portfolios. The changes affecting the asset management sector and the market's development prospects in the coming years will be explored in depth.
Speaker: Luisa Fischietti, Head of ETF Primary Markets & Distribution Southern Europe at Borsa Italiana - Euronext Group

14.25 | PART ONE – ETFs AND PORTFOLIO CONSTRUCTION

ETFs and fee-only advice: how the relationship with the client changes
The presentation will delve into the role of ETFs in fee-only and fee-on-top advisory models, analyzing how efficient and low-cost instruments can contribute to building portfolios oriented towards the investor's goals. Furthermore, the effects of regulatory evolution and new distribution models on the work of financial advisors will be examined.
Speaker: Luca Mainò, Founder of Consultique SCF, Member of the Board of Directors of NAFOP and Vice-President of ASSOSCF

14.40 | PART ONE – ETFs AND PORTFOLIO CONSTRUCTION

Beyond the single ETF: the challenge of portfolio construction
The growing availability of listed instruments makes the topic of portfolio construction increasingly central. What criteria should guide investment allocation today? How to balance risk, diversification, and long-term objectives? The presentation will delve into the role of ETFs within multi-asset strategies, highlighting how systematic approaches and rebalancing processes can contribute to building more efficient and resilient portfolios in market environments characterized by high uncertainty.
Speaker: Manuela Pugliese, Sales for Italy, Xtrackers by DWS

14.55 | PART ONE – ETFs AND PORTFOLIO CONSTRUCTION

Active ETFs: the convergence between active and passive management
Active ETFs represent one of the most dynamic segments of the asset management industry. From fixed income management to high-conviction equity strategies, more and more asset managers are adopting the ETF format to offer management expertise through liquid, transparent, and efficient instruments. An in-depth look at the trends driving this evolution and the implications for investors and advisors.
Speaker: Vincenzo Sagone, Head of ETF Sales Italy at Franklin Templeton

15.10 | PART ONE – ETFs AND PORTFOLIO CONSTRUCTION

Where do institutional investors invest? The role of ETFs in large portfolios
ETFs are no longer just tools for retail investors and financial advisors. Increasingly, they are also finding a place in the strategies of pension funds, provident funds, and professional investors. What advantages do they offer? How are they used in portfolio construction? And what developments are expected in the coming years? A comparison among some of the leading Italian institutional investors.
Speaker: Giovanni Maggi, Chairman of Assofondipensione

16.00 | PART TWO – DIGITAL INVESTORS, ACCESS TO MARKETS AND NEW TRENDS

From market access to the quality of choices
In recent years, ETFs, savings plans, and digital platforms have made access to the markets simpler and more inclusive than ever. If the democratization of investing can now be considered a reality, the new challenge concerns the quality of financial decisions. What role can artificial intelligence, financial education, and technological innovation play in helping investors build more informed portfolios? An analysis of the transformations that are redefining the relationship between investors, markets, and technology.
Speaker: Massimo Citoni, Country Head Italy of eToro

16.15 | PART TWO – DIGITAL INVESTORS, ACCESS TO MARKETS AND NEW TRENDS

Young investors, technology and financial literacy: the role of digital platforms
The round table will delve into how technological innovation is changing investor behavior and the way financial markets are accessed. The speakers will discuss the growing use of ETFs by retail investors, the spread of accumulation plans, the role of financial literacy, and the evolution of digital platforms in fostering greater market participation.
Speakers: Luca Carabetta, Country Manager Italy of Trade Republic; Andrea Favero, Head of Fideuram Direct; Michele Raisoni, Co-Branch Manager of Scalable Capital Italy

17.00 | PART TWO – DIGITAL INVESTORS, ACCESS TO MARKETS AND NEW TRENDS

ETFs put to the test in portfolios: the fund selectors' perspective
The speakers will analyze the role of ETFs within asset allocation and financial instrument selection processes. Through practical experience and concrete case studies, the criteria used in portfolio construction, the methods of integrating active and passive management, and the use of ETFs in the different phases of the market cycle will be explored in depth.
Speakers: Andrea Florio, Mutual Funds, Private Markets & Sales Animation at Zurich Bank; Ornella Perseu, Senior Fund Selector and Fund Analyst at Banca Patrimoni Sella & C.; Roberta Rudelli, Head of Fund Selection at UniCredit

17.45 | Conclusions

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