Wealth Management Summit 2026

ITA / ENG

After the great success of the first two editions in 2024 and 2025, the Wealth Management Summit returns for its third edition, bringing together top managers, top bankers, branch manager, leading portfolio managers, family offices, asset management, private market and tax & legal professionals for a full day of talks, networking and in-depth insights curated by the best professionals in the industry, in a highly prestigious setting.

An exclusive event for a highly selected audience, a true benchmark for those driving change in the sector, offering multiple networking opportunities and the chance to build high-value connections.

2025 in numbers

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Top banker

Speaker

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Partner

Key topics

The 2026 edition will focus on highly topical and relevant issues, with particular attention to the new synergy between private markets and the wealth world, as well as the next generation theme, exploring both the challenges and the opportunities involved in retaining client portfolios through generational transition. We will also cover artificial intelligence, longevity, geopolitics, digitalisation, and much more.

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We will address private markets in their most current phase: one in which the expansion of access to wealth investors calls for a deeper capital culture, stronger selection capabilities and truly sophisticated advisory. The discussion will focus on the issues that matter most today to professionals and clients alike: liquidity and the illiquidity premium, new evergreen structures, the evolving regulatory framework, private credit, technology as capital infrastructure, and the role of private markets in channeling savings toward the real economy, innovation, and the continuity of family-owned businesses. It will be an opportunity to gain a deeper understanding of a transformation that goes beyond access to new asset classes, touching the very way professionals support their clients in building long-term wealth.

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Innovation in advanced advisory is no longer limited to the digitalization of processes. It now encompasses the ability to combine human relationships, personalization, artificial intelligence, operational risk oversight, and new service models. In Europe, the adoption of AI in advisory is evolving within an increasingly defined regulatory framework, shaped by the application of DORA since 17 January 2025 and the progressive implementation of the AI Act. In this context, the Summit will explore how to build more efficient, scalable and reliable advisory models, capable of providing clients with support that truly matches the complexity of today’s financial and wealth landscape.

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Generational transition today is far more than a purely wealth-related issue: it is where governance, taxation, entrepreneurial vision, and the stability of family relationships intersect. Recent evidence shows that, even among large fortunes and family offices, succession planning often remains insufficient, despite the growing attention given to governance. For this reason, the Summit will address the topic through an interdisciplinary perspective, focusing on the tools, responsibilities and approaches that can help professionals and advisors support their clients through one of the most delicate and strategic moments in the transfer of wealth.

High-level networking opportunities

With leading professionals and companies, including banks, family offices, LPs and top bankers in the industry

Networking Area

The Networking Area, open to all attendees, is the perfect place to use break times for informal meetings, quick conversations and collaboration opportunities. The Networking Area will also host booths, available only with selected partnership options.

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The VIP Lounge is an exclusive space for partners and speakers, designed to ensure privacy and foster high-value relationships. Here you can arrange one-to-one meetings and enjoy a break with a glass of champagne.

Industry Experts

Confirmed speakers, full programme to follow

Luca Bionducci

McKinsey & Company

Partner, Leader European CIB service line

European Head of the CIB service line, with a particular focus on Originate to Distribute and Private Credit. Supports leading European and Asian players in private credit programs, including collaborations with asset managers and the launch of private credit vehicles.

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Stefano Cantù

McKinsey & Company

Partner, Leader Mediterranean Wealth & Asset Management practice

Head of the Wealth & Asset Management Practice for the Mediterranean Office and of training activities for the Strategy & Corporate Finance Practice in EMEA.

CarloAlberto Carnevale Maffè

SDA Bocconi School of Management

Professor of Strategy

Carlo Alberto Carnevale Maffè is Professor of Strategy and Entrepreneurship at SDA Bocconi School of Management, where he is an MBA lecturer and founder of the Master in Strategy. He teaches in the EMBA program at HEC - University of Lausanne and has taught in programs at Columbia University GSB, NYU Stern School, Wharton School, HEC Paris, INDORE Indian Institute of Management, and many international business schools. He is an independent director of companies in the Technology & Artificial Intelligence sector, some of which are listed on the stock exchange. He is chairman of ASM Energia (A2A Group) and a director of Kirey Group. He is a director of venture capital funds and was a board member of ABI-LAB. He was a member of the Government's Data-Driven Task Force for the European Commission's E-Health Network. He is a strategic advisor for multinational companies and research centers, an economic columnist for Mediaset, and collaborates with leading national and international publications.

Andrea Ragaini

AIPB

President

Deputy General Manager of Banca Generali with responsibility for Wealth Management, Markets and Products. Ragaini graduated cum laude in Economics and Business from Bocconi University in 1990. He began his career at Credito Artigiano S.p.A. before joining Banca Cesare Ponti in 1996, where he became General Manager in 2000 and Chief Executive Officer in 2002. In 2009, he became Central Director of Banca Carige with responsibility for Private Banking across the entire banking Group, while simultaneously maintaining his position as CEO of Banca Cesare Ponti. In July 2015, he joined Banca Generali, taking on the role of Head of the Private Relationship Manager Division and the Wealth Management Department, before being appointed Deputy General Manager in July 2016. He was Chairman of the Board of Directors of the trust company Generfid and of Nextam Partner Sgr, and is currently a member of the General Council of "Pri. Banks – Association of Italian Private Banks" and a board member of the holding company Beyond Investments Spa. Since 2013, he has been a subject expert in Private Banking at the University of Genoa and, since 2017, an adjunct professor at LIUC University. He is Chairman of AIPB, of the Executive Committee, and representative of Banca Generali Private Banking.

Felix Wenger

McKinsey & Company

Senior Partner, Co-leader European Wealth & Asset Management Practice

Co-head of the Wealth & Asset Management practice, he advises leading European financial institutions on wealth management and corporate and investment banking. He was Managing Partner of McKinsey Switzerland (2016–2022).

Roberto Pellizzari

LCA Studio Legale

Equity Partner

Head of the tax department of LCA Studio Legale, where he also coordinates the Private Clients Industry. He specializes in domestic and international corporate taxation. He has gained significant experience in the reorganization, also for succession purposes, of large estates and in the management of tax dynamics in the context of corporate crises, assisting national and international clients in the areas of corporate and financial taxation and M&A transactions, handling both domestic and cross-border aspects. He has also gained significant experience in the reorganization of large estates, including in the context of timely succession planning, and in assisting UHNWIs. During his professional career, he has assisted leading clients in managing tax and social security debt in the context of corporate crises (the so-called Tax Settlement) and has received numerous appointments to represent and defend clients in major tax litigation. He is also part of the LCA team dedicated to Sport; he is a partner and head of the Tax Law Department and has been a member of the Firm since December 2015. Before joining LCA, he practiced in leading domestic and international firms, most recently as a partner at the tax boutique Miccinesi e Associati and previously in the tax department of the international law firm DLA Piper.

Rinaldo Sassi

Scouting Capital & Family Advisors

Founder & CEO

Born in Parma in 1968, he graduated with honors in Economics and Business from the University of Parma. He is the Founding Partner and CEO of Scouting, a SIM group and independent international entity founded in 2001, active in the fields of corporate finance, investment, and family office services dedicated to ultra-HNWI entrepreneurial families. The group operates in Europe and the main non-European markets through a network with over a decade of experience and acts as the management company and advisor for three Alternative Investment Funds (AIFs). Throughout his career, he has gained significant experience as a director, holding executive positions in holding companies and financial intermediaries, combining his professional activity with a constant commitment to academia. He is an adjunct professor of Finance and Risk Management (FRIM) at the Department of Economics and Management of the University of Parma; previously, he held teaching positions at several Italian universities and was appointed subject matter expert in Corporate Finance at the University of Parma. He is the co-author, together with Paolo Bosani, of the book “L’Investitore Consapevole”, dedicated to the relationship between capital, responsibility, and value creation in the real economy.

Roberta Crivellaro

Withers

Managing partner, European leader of the business division and head of 'Italian desks' worldwide

Specialized in cross-border corporate, commercial, and real estate transactions in various commercial sectors, such as food & wine, luxury, and fashion & furniture. A point of reference in the Italian market for transactions involving family offices or family businesses, with a particular focus on corporate reorganization and generational business succession. She completed her training abroad, becoming a solicitor. She worked for many years in London and was the first Italian woman to become a partner of a City law firm. Today, she is among the very few female managing partners of corporate law firms in Italy. In 2025, Roberta was selected by Forbes Italia among the 100 successful women "who are fostering progress - economic and otherwise - of our country." In 2024, she was named by Forbes Italia among the top 100 consulting professionals in Italy. Since 2019, she has been a constant presence among the Best-50 Italian lawyers, a directory promoted by the publication LegalCommunity. In 2020, the same publication included her among the few female managing partners of a law firm in Italy, recognizing her for having contributed to an epochal change within the Italian legal market, historically led by men.

Luigi Belluzzo

Belluzzo International Partners

Founding Partner

Luigi Belluzzo is the founding partner of Belluzzo International Partners, an independent, multi-jurisdictional international firm with offices in Verona, Milan, London, Singapore, Lugano, Rome, and Abu Dhabi. With dual professional qualifications in Italy and England, he is a lecturer at SDA Bocconi, where he teaches wealth planning and finance-related subjects. He is an academician of The International Academy of Estate and Trust Law and technical co-chair of the AIPB commission "The Private Banker for the Entrepreneur and Growth". He is also a member of international associations such as the International Fiscal Association, STEP, the Family Firm Institute, and the International Bar Association.

Gregorio Marini Clarelli

PFC Family Office

Investment Director Alternatives

Gregorio has over nine years of experience in the alternative investments sector. He currently holds the position of Director of Alternative Investments at PFC SB S.p.A., a Single Family Office managing the wealth of a branch of the Marzotto family. Here, he contributed to structuring the office and creating investment strategies focused on Impact and Sustainable investing. Throughout his career, he has managed dozens of investment transactions in the Private Equity sector, mobilizing capital into Impact and Sustainable projects. Previously, he worked as an Associate at U-Start S.A., focusing on Venture Capital transactions and advisory. With a degree in International Business from the University of Westminster, Gregorio is also a CFA Charterholder. Gregorio leverages his international experience, financial expertise, and passion to support the creation of a sustainable future in private markets.

Marco Avanzo-Barbieri

Neuberger

Head of Intermediary – Italy & Greece

Marco Avanzo-Barbieri, Managing Director, joined Neuberger in 2011. Marco is Head of Intermediary – Italy & Greece. Prior to joining Neuberger, Marco held the role of Senior Sales and Client Service Executive at Western Asset Management (WAMCO), where he was responsible for developing client relationships in Southern Europe and Israel. He began his career as a private equity analyst at CAPE Italy, before joining the Banca Sella Group as a portfolio manager. Marco earned an MSc with honors in International Financial Markets from the University of Southampton, UK, and a Degree in Business Administration from Luigi Bocconi University in Milan.

Alfredo De Massis

Unibz Centre for Family Business Management

Full Professor of Entrepreneurship and Family Business and Founding Director

A leading Professor of Entrepreneurship and Family Business at IMD Business School and a prominent academic voice on family firms, succession, governance and innovation. His research explores how family-owned companies can preserve their legacy while adapting to change, with a particular focus on “innovation through tradition.” Recognized among the most influential scholars in the family business field, he regularly contributes to academic research, executive education and advisory work with entrepreneurial families and family enterprises.

Family Office Closed-Doors Session

In the afternoon of the 3rd Wealth Management Summit, We Wealth launches its first Family Office Closed-Doors Session: an event within the event dedicated exclusively to Family Offices— a private room for peer-to-peer discussion on the new frontier of wealth management, with targeted content on the trends reshaping the management of large fortunes and time genuinely devoted to high-level networking in a curated environment.

Who it’s for

Single Family Office
Multi Family Offices

An opportunity to build relationships before the event
We Meet

To make your experience even more effective, participants will have access to We Meet, the official networking platform of We Wealth designed to facilitate connections before and during the event. Through We Meet, you will be able to:

Preview the list of professionals attending the Summit
Explore their profiles and identify the contacts most in line with your professional interests
Send direct messages through a secure messaging system
Organize targeted meetings and plan in advance the relationships you wish to develop during the day

Within the platform, you will also find useful information for your participation, including the program, updated agenda, and content of interest to you, so that you have all the necessary tools to make the most of the Summit experience.

A new location
Palazzo Serbelloni

Corso Venezia 16, 20121 Milan
A splendid example of neoclassical architecture, Palazzo Serbelloni is one of the most prestigious palaces on Corso Venezia and in the entire city, and the largest and most central high-end venue in Milan.
Construction began in 1765 and was completed in 1793, designed by architect Simone Cantoni for Duke Gabrio Serbelloni. It was the setting for lavish receptions and hosted illustrious figures: Napoleon Bonaparte stayed for three months with his wife Joséphine, preferring it to the Royal Villa; it was home to Prince Metternich and also hosted Vittorio Emanuele II and Napoleon III.

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Agenda

Networking Area

9.00 – 9.30

Registration & Welcome coffee

15.00 – 15.30

Networking coffee break

17.00 – 17.30

Networking coffee break

19.00 – 20.30

Networking coffee break

Main Stage

9.30 – 10.30

Morning session | Part 1

The first part of the morning will offer an overview of the major changes redefining wealth management: geopolitics, energy, inflation, technological innovation, and the transformation of business models will be analyzed as structural factors, no longer as temporary variables. Based on this scenario, the focus will shift to private markets, which are increasingly central today to portfolio construction and the financing of the real economy. Through keynotes and roundtables, the sector's main issues will be explored in depth: the growth of unlisted companies, private equity, venture capital, private debt, evergreen instruments, ELTIFs, secondaries, liquidity, tokenization, and new market infrastructures. A session designed for those who want to understand where value is shifting, what opportunities are emerging outside of public listings, and which risks today require greater selection, discipline, and analytical insight.

11.00 – 12.30

Morning session | Part 2

This part of the event will delve into the heart of return generation in private markets, shifting the focus from access to the asset class to the ability to build, protect, and realize value over time. The discussion will address several critical junctures: the slowdown in traditional exits, the growing role of secondaries, continuation funds, and hybrid transactions, the weight of investment banking in the sustainability of returns, and the importance of a proper tax, legal, and governance architecture. Significant focus will also be dedicated to real assets (infrastructure, energy, logistics, data centers, real estate, etc.), which are increasingly central to long-term allocations, but are currently experiencing greater competition and selectivity. To ideally conclude the journey, the perspective of a leading entrepreneur will allow us to view capital not only as a financial resource, but as a strategic lever for growth, useful for scaling up, internationalizing, and strengthening the company's structure without losing its identity and vision.

14.00 – 15.00

Afternoon session | Part 1

The section dedicated to Innovation will explore artificial intelligence not as a mere technological enabler, but as a lever destined to redefine the way banks, networks, and advisors build decisions, relationships, and value. At the center is the new balance between efficiency and advisory: AI frees up time, accelerates access to information, and increases productivity, but poses a decisive strategic question — use technology to scale the model or to strengthen the quality of the relationship with the client? The discussion will also address the growing competition for trust, in a context where the client arrives already informed by platforms, media, and AI tools, but not always more aware. In addition, the real integration of technological solutions into the processes of banks and networks will be explored in depth, distinguishing between commercial promise and concrete value. Against this backdrop, the regulatory evolution across DORA, the AI Act, cybersecurity, and data management will make the issue of responsibility central: because in the wealth management of the future, the advantage will not be only technological, but in the ability to govern innovation with method, trust, and strategic vision.

15.30 – 17.00

Afternoon session | Part 2

The Next gen & new advisory models section will address one of the most delicate transitions for the future of wealth management: the change concerns not only the age of investors, but the very way in which new generations access investments, choose their advisors, and build trust. The discussion will start with the topic of wealth transfer, not just as a transfer of assets, but as a relational challenge: for banks and networks, the greatest risk is not losing assets, but losing the connection with heirs even before the transfer takes place. Ample space will then be dedicated to the evolution of demand: ETFs, digital assets, digital platforms, and new access models are redefining expectations, languages, and service standards. A session designed to understand how tomorrow's clients are changing and which models will be truly capable of reaching them without being disintermediated.

17.30 – 18.30

Afternoon session | Part 3

The Generational transition & governance section will address succession not as a simple transfer of wealth, but as a true transition of power, responsibility, and vision. The discussion will focus on the increasingly strategic role of private banks, family offices, and professionals in accompanying entrepreneurial families and next generations along a path that requires time, method, and preparation. It is not enough to involve heirs: they must be trained, and rules, roles, and decision-making processes must be defined to ensure continuity for both wealth and the business. Ample space will also be dedicated to legal and tax instruments (trusts, holding companies, family pacts, corporate governance, and international planning) that are essential for protecting and transferring value in increasingly complex and global contexts. A session designed for those who want to understand how to build solid wealth architectures, capable of spanning generations, markets, and jurisdictions.

18.30 – 19.00

Celebration “TAW”

20.30 – 23.00

Private dinner

Family Office Closed-Doors Session

16.00 – 17.30

Family Office Closed-Doors Session

In the afternoon of the 3rd Wealth Management Summit, We Wealth launches its first Family Office Closed-Doors Session: an event within the event dedicated exclusively to Family Offices— a private room for peer-to-peer discussion on the new frontier of wealth management, with targeted content on the trends reshaping the management of large fortunes and time genuinely devoted to high-level networking in a curated environment.

17.30 – 19.00

Private networking break