Wealth Management Summit 2026

ITA / ENG

WMS26
An extraordinary success.

Thank you to the speakers, partners and every professional who made this edition unforgettable.

We will soon update the We Wealth website with dedicated articles and We Learn with EFPA-accredited courses.

2026 in numbers

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Top banker

Speaker

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Partner

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.

Screenshot 2026-03-19 alle 17.31.11-Photoroom

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.

Vincenzo De Luca

Ministry of Foreign Affairs and International Cooperation

Ambasciatore. Of Counsel Gianni&Origoni

Vincenzo De Luca assumed the position of Director General for the Promotion of the Country System (cultural and economic promotion and innovation) at the Italian Ministry of Foreign Affairs on February 1, 2016, after having served, within the same Directorate General, as Deputy Director General and Central Director for the Internationalization of the Italian Economic System (starting in January 2014). A career diplomat since 1989, he has held numerous positions at the Farnesina and at diplomatic missions in Khartoum, Tunis, Paris (at the Permanent Representation to the OECD), and Shanghai. He possesses extensive experience in the internationalization of the economic system (both public and private), gained both at the central government level—as Diplomatic Advisor to the Ministers of Industry, Transport, and Economic Development—and with major corporations such as ENI and ENEL, where he served as Vice President for International Institutional Relations. In recent years, he played a prominent role in the organization of EXPO Milano 2015 as Chairman of the Ministry of Foreign Affairs Task Force, drawing on the experience gained as Consul General in Shanghai.

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).

Fabio Quarato

Università Bocconi

Managing Director of the AIDAF-EY Chair in Family Business Strategy

Tenured Lecturer at the Department of Management and Technology of Bocconi University and Managing Director of the AIDAF-EY Chair of Family Business Strategy in memory of Alberto Falck at Bocconi University. PhD in Management and Technology from the Università Cattolica del Sacro Cuore. Visiting Scholar at Wi-Fu – Witten Institute for Family Firms, Witten/Herdecke University. Coordinator – together with Professor Carlo Salvato – of the AUB Observatory (AIDAF-Unicredit-Bocconi), the most important Italian observatory on family businesses (over 15,000 family groups). Member of AIDEA (Italian Academy of Business Administration), he is the author of several books, including "Principles of Corporate Governance" (Egea, 2022), and international publications in top journals such as Family Business Review and Journal of Family Business Strategy.

Fiorella Passoni

Edelman Italia

CEO & Board Member

With over 30 years of experience in the communications field, Fiorella Passoni leads the offices of Edelman Italy. She provides strategic counsel to organizations during launch, growth, and transformation phases, while protecting their reputation during critical moments and crisis management. Fiorella leads the evolution of a constantly transforming communications model, in which purpose and creativity represent essential elements to tackle business challenges. An action-oriented communications model built on the principle of “earned at the core and social by design”, which leverages insights, data, and technology to enhance culturally relevant social issues and create empathetic, transparent, and action-focused communication capable of generating a positive impact on society, earning attention, and building trust. Alongside her role as CEO of Edelman Italy, Fiorella holds three global roles within the network: International Executive Onboarding Director, Co-founder and Global Chief Communications Officer of the Edelman Longevity Lab, and Co-chair of the Global Women’s Equality Network (GWEN). Within Edelman, she is also a member of the Global Strategy Committee, the Global Trust Barometer Committee, the EMEA Leadership Team, and the Global Families Steering Committee. Throughout her career, she has received numerous industry awards, including “Communication Manager of the Year”, “Premio Eccellenza Manager Italia”, and “Positive Business Manager”. Under her leadership, Edelman Italy was recognized as “Positive Business Company & Team”, “Best Innovative Agency of the Year”, and was most recently awarded “Trust Maker Agency”. Since 2023, Fiorella has been included every year in Startup Italia's list of “Unstoppable Women”. In 2020, she was selected, along with 28 other women leaders from 14 countries, for the International Women's Forum “Fellows Program”, a prestigious international leadership development program created in collaboration with Harvard Business School and INSEAD Business School. She is also an Alumna of InTheBoardroom by Valore D, the network that promotes the inclusion of talented women and men on Boards of Directors. In addition to her activities at Edelman, Fiorella has been a member of the Council for the United States and Italy (Consiusa) since 2012; since 2023, she has been a member of the Advisory Board of the Andrea Bocelli Foundation (ABF) and, since 2024, of the Board of Directors of the American Chamber of Commerce in Italy (AmCham). She taught as an adjunct professor at LUMSA University in Rome and currently serves on the Scientific Committees of the Faculty of Political and Social Sciences at Università Cattolica del Sacro Cuore (UNICATT) and the Master in Communication and Digital Media at RCS Academy.

Emanuela Girardi

ADRA – AI, Data and Robotics Association

President of ADRA and Co-Founder of Ainnova

Emanuela Girardi is one of Italy's leading artificial intelligence experts and educators, actively engaged in shaping AI policy at both the national and European levels. As President of ADRA (AI, Data and Robotics Association), she leads the European association established to develop the innovation ecosystem and support research, industry, and regulatory policy on AI in Europe, working alongside the European Commission. Girardi is also Founder and President of Pop AI (Popular Artificial Intelligence), a non-profit association created to explain, disseminate, and make artificial intelligence accessible, ethical, and understandable for citizens and businesses. As a MiSE Expert for the National AI Strategy, she was part of the high-level expert group appointed by the Italian Ministry of Economic Development to draft Italy's National Strategy for Artificial Intelligence. A board member of AIxIA (the Italian Association for Artificial Intelligence), she also serves on its steering committee. Her main areas of interest include AI regulation, the ethical and social impact of new technologies, gender equality in STEM, and technology outreach. She has been recognized as one of the most influential women in the tech sector in Italy (Inspiring Fifty Italy award).

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

IMD, Università di Chieti-Pescara

Full Professor of Entrepreneurship and Family Business and Co-Director of the Family Office Observatory

Alfredo is a leading professor of Entrepreneurship and Family Business at IMD Business School and the University of Chieti-Pescara, and one of the most internationally recognized academic voices on the topics of family businesses, succession, innovation governance, and family offices.

Gianluca Serafini

Fideuram Intesa Sanpaolo Private Banking

Co-General Manager Fideuram – Intesa Sanpaolo Private Banking

He holds the position of Co-General Manager with responsibility for the Marketing, Products and Business Model Coordination Area. Since April 2024, he has been a Board Member of Intesa Sanpaolo Wealth Management (Luxembourg). From June 2020 until April 2024, he held the position of Chief Executive Officer and General Manager of Fideuram Asset Management SGR and Head of the Investment Center of Fideuram Intesa Sanpaolo Private Banking. He has worked in the Private Banking Division since 2009, where he held the roles of Head of Finance and Treasury until December 2018 and Head of Marketing and Banking Network until May 2020. Over time, he has also taken on board and managerial positions in several foreign subsidiaries of the Fideuram-ISPB Group: Director and Deputy General Manager of Euro-Trésorerie SA and Financiere Fideuram SA, based in Paris; Board Member of Fideuram Asset Management Ireland DAC and Board Member of Fideuram Asset Management UK Limited. He was Chairman of the Communication Committee and a member of the Governing Council of Assogestioni and of the Board of Directors of Assogestioni Servizi Srl. Prior to 2009, he was a Director at Merrill Lynch International in London, and until 2005, he held senior roles in the Assicurazioni Generali Group, including the position of General Manager of Alleanza Investments Plc in Dublin and Head of Investments for Segregated Funds and Free Assets of Alleanza Assicurazioni S.p.A. He is an Adjunct Professor of Private Banking at LIUC Università Cattaneo. After graduating, he obtained a Master of Science in Finance from Birkbeck College, University of London. He has always been highly passionate about early modern art and philology.

Marco Cerrato

Maisto e Associati

Partner

Marco Cerrato has been admitted to the Milan Bar Association since 1995. He obtained an LL.M. in Tax from the London School of Economics in 1997 and a PhD in tax law from the University of Pavia in 2000. Since 2008, he has been admitted to practice before the Supreme Court of Cassation. He is the author of numerous publications on tax matters and regularly participates in conferences as a speaker. He was an adjunct professor of tax law at the law school of LIUC University in Castellanza from 2000 to 2022, and since 2021, he has been the scientific co-director of the Course on the Protection, Transmission, and Management of Family Wealth organized by STEP Italy and the Università Cattolica del Sacro Cuore. Since 2023, Marco has been an adjunct professor and coordinator of the advanced course in “International Management of Family Wealth” at the International University of Monaco. He began his collaboration with Maisto e Associati in 1997 and has been a partner since 2003. He has extensive experience in litigation concerning domestic, EU, and international taxation, as well as in tax dispute resolution procedures through settlement, conciliation, mutual agreement, and arbitration procedures. With regard to advisory services, his areas of specialization cover domestic and international taxation, pre-litigation and tax penalty issues, as well as the taxation of trusts, estate planning, and regularization procedures in general. Marco has also served as an advisor to the Italian government on tax matters. In 2015 and 2016, he was a member of the Expert Committee on “Taxation and Economic Policy” of the Presidency of the Council of Ministers. In 2023, he was appointed by the Minister of Economy and Finance as a member of the Technical Committee for the implementation of the tax reform. From 2020 to 2023, he was President of the Italian branch of STEP (The Society of Trust and Estate Practitioners). He is currently Chairman of the STEP Europe Regional Committee and a member of the Policy Committee of STEP Worldwide. Since 2023, he has been the coordinator of the Tax Law Commission of the Milan Bar Association.

Fabrizio Greco

Banca Private Cesare Ponti

Chief Private & Wealth Management Officer di BPER e Chief Executive Officer di Banca Cesare Ponti

Fabrizio Greco is Chief Private & Wealth Management Officer of BPER and Chief Executive Officer of Banca Cesare Ponti, and leads the strategic development of the Group's private banking, wealth, and investment management activities. After an initial career in management consulting specializing in financial intermediaries, since 2002 he has held top executive roles in leading asset management and private banking groups. First within the Credem Group as General Manager of Banca Euromobiliare and Chief Executive Officer of Euromobiliare Alternative Investments SGR, and, from 2009, within the Ersel Group as Group General Manager, Chief Executive Officer of Ersel Asset Management SGR, and Member of the Board of Directors of Fidersel. Joining the BPER Group in 2017, he assumed responsibility for the Wealth and Investment Management Division, leading a process of consolidation and enhancement of the Group's expertise in the private banking segment. In 2021, he became Chief Executive Officer of Optima SIM and Chairman of BPER Bank Luxembourg. Since 2022, he has played a key role in the integration of Banca Cesare Ponti and Carige into BPER and in the subsequent extraordinary transactions that led to the creation of BPER Banca Private Cesare Ponti in 2024, where he serves as Chief Executive Officer. At AIPB, he is Vice President of the Board of Directors and of the Executive Committee, as well as the representative of BPER Banca.

Daniele Colantonio

Anthilia Capital Partners

Partner and Head of Business Development

A graduate in quantitative analysis and economic modeling, he attended specialization courses in Sweden, Spain, and France. In 2000, he worked at Lloyd's of London; from 2003, he worked in strategic consulting at Arthur D. Little. He has gained experience in Kazakhstan, the Netherlands, and England. In 2006, he joined ENAV (air traffic control) in the area of financial planning and management control. Since 2007, he has been at Anthilia Capital Partners as Head of Financial and Operational Risk Management. Since 2012, he has been a Partner at Anthilia, and since 2014, Head of Marketing and Product Development. Since April 2021, he has been a member of the Board of Directors of Anthilia.

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.

Luc Maruenda

Eurazeo

Partner – Head of Wealth Solutions – Investor Relations

Luc Maruenda joined Eurazeo in 1999, he is Partner in charge of Wealth Solutions. As the head of the Wealth Solutions department, since 1999, Luc has developed Group's private asset management offer so as to provide adapted solutions to the demands and constraints of French and European private investors: firstly with FCPIs, then with the development of new products offering asset diversification solutions on the different investment strategies deployed. Prior to joining the Group, Luc took part in the launch of a private equity program in the United Arab Emirates, where he took joint responsibility for the venture capital investments of The National Investor in Abu Dhabi. Before that, Luc was investment director in the offset team at Giat Industries (Nexter Group) in Abu Dhabi. Prior to that, he was CFO of the start-up Webcorp in San Francisco and worked as audit manager at Cabinet Constantin in Paris and then in New York for three years. Luc trained as an expert-comptable (chartered accountant equivalent) and holds a Master's degree in Business Law.

Nicola Pepè

Objectway

Business Development Director

Nicola is Business Development Director, responsible for business expansion and defining new services to support financial institutions. With over twenty years of experience, he promotes strategic initiatives that integrate technological innovation, software platform development, and business growth, transforming market opportunities into tangible value for organizations. He coordinates cross-functional teams, ensuring effective project execution, optimized release times, and high-quality solutions, with a particular focus on scalability and sustainable growth. He constantly monitors market evolution and emerging technologies, contributing to defining innovative strategies to support the digital transformation and competitiveness of financial institutions.

Simone Bigatti

Alias Executive Search & Consulting

Co-Founder, Equity Partner and Head of the Financial Services Practice

With over twenty-five years of experience in the most prominent Italian and international Executive Search firms, he/she has launched and developed practices dedicated to Financial Services and led this area globally for over fifteen years within an international group, holding the roles of Equity Partner and Global Sector Co-Lead Financial Services. He/she is responsible for the development of the Financial Services market, supporting banks, insurance companies, asset managers, wealth managers, and industry players in the search for the best leaders and in Leadership Assessment, skills development, and Human Capital M&A processes.

Giovanni Ronca

UBS Group

Head of UBS Global Wealth Management Italy

Giovanni began his career in 1996 at Exor, then IFI S.p.A., as a financial analyst. From 1998 to 2007, he worked in the treasury of the Fiat Group, now Stellantis, both in Italy and in the United States. Between 2004 and 2007, he was part of the team led by Chief Executive Officer Sergio Marchionne, contributing to the relaunch of the Group. In 2007, he joined UniCredit as a Senior Banker in the Investment Banking division. In 2009, he took over responsibility for the Corporate Banking area of Northwest Italy and, in 2011, he was appointed head of the Italian Corporate & Investment Banking network. At the end of 2013, he became Head of Corporate & Investment Banking Americas and head of UniCredit's branches in North and South America, relocating to New York. From September 2016, he held the role of Co-Head of UniCredit's commercial network in Italy, focusing on Corporate and Wealth Management activities. He was also vice chairman of UniCredit Leasing S.p.A. and a board member of Fondo Italiano d’Investimento SGR and Cordusio SIM. In May 2019, he joined Telecom Italia S.p.A. as Group Chief Financial Officer, also assuming the chairmanship of Olivetti S.p.A. and TimFin S.p.A. After leaving Telecom Italia in 2022, he became a Senior Advisor to CVC Capital Partners and Quadrivio Group. In September 2023, he was appointed Head of Wealth Management Italy at UBS and Chief Executive Officer of Credit Suisse Italy S.p.A., with responsibility for the integration of the two businesses, completed in January 2025. Currently, he is Head of Global Wealth Management Italy at UBS, chairman of UBS Servizi Fiduciari, and a member of the board of directors of UBS Optimus Foundation.

Alessandro Verdirrame

Ares Wealth Management Solutions

Head of Italy

Alessandro Verdirrame leads Ares Management's wealth management activities in Italy, supporting asset management operators in accessing private markets through a dedicated service model and investment solutions. Prior to joining Ares in 2025, Alessandro was an Executive Director at Goldman Sachs Asset Management, where from 2014 he was responsible for managing and developing relationships with various financial intermediaries in Italy, including private banks, asset managers, and insurance companies. Previously, he worked at UBS Asset Management, covering wholesale clients, and at Deutsche Bank as part of the Passive Investment Solutions team within the Asset & Wealth Management division. Alessandro holds a Bachelor's degree in Business Administration and Management and a Master's degree in Management from Bocconi University.

Alessandro Raspa

Apollo

Head of Southern Europe – Client & Product Solutions

Alessandro Raspa, Managing Director, joined Apollo in 2022 in the role of Client & Product Solutions Italy and is responsible for the distribution and development of Apollo's investment solutions for Southern Europe. Prior to joining Apollo, Alessandro worked as an alternative investments specialist at BlackRock with a focus on developing private markets investment solutions for Wealth clients. Previously, Alessandro worked in the Prime Services division at Goldman Sachs and UBS in London.

Alberto Martini

Banca Mediolanum

Head of Wealth Management

He holds a degree in Business Administration, specializing in Corporate Finance and Financial Markets from Bocconi University in Milan. He joined ING Group in 1992, holding positions of increasing responsibility until serving, from 1997 to 2002, as Relationship Manager for Barings Private Bank, a business unit of ING Group. In 2002, he joined UBS Italia and contributed significantly to the growth of the structure in Italy, reporting directly to the CEO for the last seven years. He joined Banca Mediolanum in 2019, where he holds the role of Head of Wealth Management. Reporting directly to the General Management, he is responsible for developing the "black" client segment (AuM > €2m). He coordinates the advanced advisory service (bankable and real assets) and works in concert with all involved business functions (investment banking, lending, insurance, investment products, wealth planning, etc.) to support the Commercial Department in developing the business model through the proprietary network of financial advisors.

Gianluigi Serafini

GA-Alliance

Equity Partner

Gianluigi Serafini is an Equity Partner at GA-Alliance and has been leading legal teams in extraordinary transactions, particularly in M&A, for over 40 years. In addition, he has dealt with Corporate Governance, with a focus on ESG and Compliance issues, managing various corporate restructuring operations nationally and internationally. The areas of generational business transition and, more generally, wealth reorganization, succession planning, and asset protection are among his main activities, which he has also pursued at an academic level over the last decade. He has also paid particular academic attention to the world of SMEs and family businesses. He is an Adjunct Professor at Bologna Business School, where he serves as Executive Director of the Open Project in "Family Business Governance" and the Open Project in "CFO for private equity".

Stefano Manfrone

BNL BNP Paribas Wealth Advisory Partner

Head of

Stefano Manfrone since 2024 is Head of Wealth Advisory Partner for the BNL BNP Paribas Financial Advisors Network. He has been with BNL since 2008—after previous experiences in other banking and insurance companies—assuming roles of increasing responsibility in Retail and Private Banking sector. In 2011, he was appointed Head of the Private Banking Network BNL, in 2017 he was in charge of High Net Worth and Private Network. In 2020, he became Head of Commercial for Private Banking in the Bank's Private Banking & Wealth Management Division. Since 2022, he has been North-East Regional Director. Born in Trieste, he graduated in Economics and Business from Ca’ Foscari University of Venice.

Rinaldo Sassi

Scouting

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.

Emilia Taglialatela

Swiss Life Asset Managers

Real Asset Client
Portfolio Manager

Emilia Taglialatela has been working in the institutional investment sector for over fifteen years, with a professional background spanning financial markets, supplementary pensions, venture capital, and asset management. Currently, she is a Real Assets Client Portfolio Manager at Swiss Life Asset Managers, where she contributes to the development of investment solutions dedicated to institutional investors in Italy and Iberia. Previously, she held the role of Senior Investment Manager at CDP Venture Capital SGR and Head of Finance at Fondo Pensione Priamo, gaining extensive experience in defining investment policies, selecting and supervising asset managers, and analyzing alternative investments. Her focus is on private markets, real assets, and long-term investment strategies for professional investors.

Manuela Soncini

Cordusio Fiduciaria, UniCredit Wealth Management e Private Banking

CEO of Cordusio Fiduciaria and Head of the Business and Family Advisory team at UniCredit Wealth Management and Private Banking

Holding degrees in Economics and Law from the University of Parma, she is registered with both the Register of Chartered Accountants and Accounting Experts and the Register of Statutory Auditors. She serves as Chief Executive Officer of Cordusio Fiduciaria and is a member of the Board of Directors of Assofiduciaria. She began her career as an auditor before building a solid background in the banking and financial sector. Currently, she is also head of the Business and Family Advisory team at UniCredit Wealth Management and Private Banking, where she conceived and consolidated an integrated service model encompassing all aspects of wealth planning and protection: from real estate, corporate, and art assets, to the more personal and emotional dimensions of family dynamics, such as generational succession, the protection of vulnerable individuals, strategic philanthropy, and social impact investments. Furthermore, she is a member of the Wealth Advisory Technical Committee of AIPB and Chair of STEP Italy.

Giulio Pesenti

Gruppo Clessidra

Head of Corporate Strategy & Business Development | Board Member

Giulio Pesenti is Head of Corporate Strategy & Business Development at Clessidra, one of Italy’s leading alternative investment platforms, wholly owned by Italmobiliare, a family-controlled investment holding company with more than 150 years of industrial heritage. In his role, he supports the definition of the Group’s long-term strategic priorities, identifies growth opportunities, and fosters coordination across the different companies and business areas. Throughout his professional career, Giulio has worked across strategy, investments and asset management. Prior to his current role, he focused on private debt at Clessidra Capital Credit and gained experience at Vontobel and Kairos Partners. Alongside his management responsibilities, he is a member of the Board of Directors of Clessidra Capital Credit.

Paolo Tenderini

Banca Finint

Head of Group Wealth Management & Private Banking

Paolo Tenderini heads the Wealth Management & Private Banking Division of Banca Finint, following the merger last December of Finint Private Bank — where he served as Chief Executive Officer — into the Conegliano (Treviso)-based investment banking parent company. Tenderini has devoted his entire career to serving high-profile clients. He joined Camperio SIM in 1990, where he structured and managed wealth management activities for the family office, before serving as Chief Executive Officer from 2000 to 2005. In 2006, he joined UBS Italia, where he established and developed the business with financial intermediaries (FIM) until 2013. In 2014, he took responsibility for the mid-market segment, focused on entrepreneurs, and in 2015 also assumed responsibility for the ultra-high-net-worth client segment. In 2017, he joined Edmond de Rothschild as Country Head for Italy and Chief Executive Officer of the SGR.

Luca Dondi dall’Orologio

Patrigest | Gruppo Gabetti

CEO

Chief Executive Officer of Patrigest, a Gabetti Group consulting firm specialized in Advisory, Valuation, Research & Data Intelligence supporting companies and institutions. Throughout his career, he has contributed to the development of an integrated information and interpretation model, based on information and insights, advanced sector expertise, and market interpretation capabilities, to support sound and informed decision-making processes. With a degree in Political Science – political-economics major –, he is an economist with extensive experience in evaluating investment projects, particularly in the real estate and infrastructure sectors, as well as an expert in conducting socio-economic and territorial analyses. Given his leadership roles at Patrigest now and at Nomisma previously, he has developed managerial and administrative skills, overseeing the definition of strategic goals for corporate growth, market positioning, and the development of new services and business areas in real estate and the real economy. He is a Board Member of Il Sole 24 Ore, Finint Investments SGR, and a RICS member with the designation of Fellow RICS (FRICS).

Maurizio Ceron

Zurich Bank

Head of Wealth Management

Maurizio Ceron has been Head of Wealth Management at Zurich Bank since its establishment in April 2023. He brings more than 20 years of experience in wealth management, having held senior positions throughout his career, as well as extensive experience in the banking sector. He began his career in 1998 at Finanza e Futuro (Deutsche Bank Group). He subsequently served as Institutional Relationship Manager within the Wealth Management division of San Paolo Group and as Head of Distribution for the Italian market at Citigroup Asset Management, where he contributed to the development of a shared product platform for the Retail Bank and Private Bank. Through his experience at Citigroup and the following two years at Raiffeisen Capital Management, Maurizio further strengthened his expertise in investment products, with a particular focus on funds, discretionary portfolio management, fixed income, equities and bonds. In 2008, he established the Italian branch of Legg Mason Global Asset Management, serving as Country Head until 2011, when he was appointed Head of Wealth Investment Advisory within Deutsche Bank’s Wealth Management division. In 2015, he joined the team that launched Indosuez Wealth Management’s operations in Italy, coordinating the team of specialists within the Markets Investment & Structuring area and contributing to the development of the Investment Products and Services platform. In 2019, he became Head of the bank’s Wealth Management Area, overseeing both the commercial network and the team of product specialists. From September 2022, he also served as Deputy General Manager with responsibility for the Wealth Management Area.

Alessandro Varaldo

Banca Aletti

Chief Executive Officer

Alessandro Varaldo has been Chief Executive Officer of Banca Aletti, the Private Bank and Investment Center of Banco BPM Group, since November 2018. He is also Chairman of Aletti Suisse and Aletti Fiduciaria, and Head of Wealth Management at Banco BPM. Before joining Banca Aletti, he served as CEO and General Manager of Amundi SGR, as a Board Member of Amundi Real Estate, and as a member of Amundi Global’s Extended Executive Committee (COMEX), from 2015. Previously, he held senior positions across Finance, Asset Management and Wealth Management within Intesa Sanpaolo Group — including Banca Sanpaolo Invest, Eurizon Capital, Banca dei Territori and Penghua Asset Management — as well as within Capitalia Group and UniCredit. He began his career in the 1990s in asset management, working as a portfolio manager at Finanza e Futuro Fondi (DWS) and Imi Fideuram Asset Management (Intesa Sanpaolo Group). He graduated with highest honours in Economics from Sapienza University of Rome. He is a Chartered Accountant and Statutory Auditor, and Professor of Financial Economics at the University of Turin.

Pietro Saccomandi

Leonteq Securities (Europe) GmbH

Managing Director e Co-Head Italy

Pietro Saccomandi is Managing Director and Co-Head Italy at Leonteq Securities in Milan, where he leads the development and distribution of investment solutions. A Bocconi University graduate, he has gained extensive experience in financial markets, with a particular focus on derivatives and structured products. He began his career in London at Commerzbank, before joining Leonteq and subsequently relocating to Milan to contribute to the opening of the Italian branch and be closer to local clients.

Deborah Eggler

iCapital

Head of Client Solutions Southern Europe

Deborah joined iCapital in 2021 and is a Senior Vice President in the EMEA Client Solutions team, based in Zurich. In this role, she focuses on building partnerships with leading wealth managers in the EMEA market, with a particular focus on the DACH region, Italy, and the Middle East. Prior to joining iCapital, Deborah was part of the Private Debt Business Development team at StepStone, focusing on the Swiss market. Previously, she worked in the Strategic Business Development team at Lombard Odier Private Banking. Earlier in her career, she held the role of Client Associate for Private Markets investments at Neuberger Berman (Switzerland) GmbH and Credit Suisse AG. Deborah holds a Master in Accounting and Finance and a Bachelor in Business Administration from the University of St. Gallen. She is also a CAIA Charterholder.

Andrea Mangia

Mangia’s Resorts & Clubs

Chief Operating Officer

Andrea Mangia is Chief Operating Officer of Mangia’s Resorts & Clubs, leading operations, development, and strategic partnerships across the hospitality portfolio of Mangia’s Hotels & Resorts. With experience in real estate, asset management, and family business leadership, he is an Executive MBA at Columbia Business School and London Business School and global leadership skills. Mangia’s Hotels & Resorts is the leading Italian hospitality management company specializing in resort development, refurbishment, and operations. The company partners with global investors to transform iconic seaside destinations, combining Mediterranean lifestyle, large-scale asset repositioning, and high-quality guest experiences across Sicily, Sardinia, and select international markets.

Tiziana Leone

Ataraxia Management SA

Founding e Managing Partner

Co-founder of Ataraxia Management, Tiziana Leone has gained extensive professional experience within the Sella Group and its affiliated companies. A native of Biella, she joined at the launch of the wealth management office, progressively taking on roles of increasing importance, including leading the Key Clients branch and the Large Private division. She served as Chief Investment Officer at Private Wealth Management SGR, where she was responsible for managing funds of hedge funds and selecting international managers. Subsequently, she joined Banca Patrimoni Sella & C. to lead the Large Private Wealth Management division. This role allowed her to dedicate herself increasingly to issues involving families, actively participating in the Family Office Observatory of the Politecnico di Milano. Currently, she focuses her practice on complex estates and intergenerational wealth planning. She assists entrepreneurial families through corporate, managerial, and generational transitions, offering personalized and integrated support through a network of qualified professionals. She guides them in managing and enhancing their wealth, helping them make financial and wealth decisions that are informed, sustainable, and flexible over time.

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.

Davide Vitrani

Siparex ETI

Investment Director

Davide Vitrani is Investment Director at Siparex ETI and leads the development of the strategy in Italy. He has over ten years of experience in Private Equity and M&A, with a particular focus on the mid-market and on industrial and technology companies. Before joining Siparex in 2024, he worked for over five years at HLD, contributing to the launch and development of the group's activities in Italy, handling direct investments, and supporting entrepreneurs and management teams along their growth paths. Previously, he gained M&A experience at Natixis and the Mediobanca Group. At Siparex, he oversaw the ETI platform's first investment in Italy in ATK Sports, a global leader in the design and production of ski touring bindings and high-performance aluminum components for the outdoor sector. He holds a degree in Management Engineering from the Politecnico di Milano, where he also served as an Assistant Lecturer in Corporate Finance.

Fabrizio Novelli

Amgest SA

Private Insurance Expert and Senior Family Officer

Fabrizio Novelli vanta più di 20 anni di esperienza nella pianificazione patrimoniale e assicurativa per clientela HNWI residente in Svizzera, Liechtenstein, Italia e Principato di Monaco. La sua carriera professionale si è sviluppata all’interno di importanti istituzioni finanziarie e assicurative internazionali — tra cui General Electric Financial Insurance, Cigna, Swiss Life e Generali PanEurope — dove ha ricoperto diversi ruoli dirigenziali nell’ambito dello sviluppo commerciale. Nel settore del brokeraggio assicurativo specializzato, ha gestito con successo la crescita di una start-up fino alla sua acquisizione da parte di Firstance, principale operatore europeo del settore. È titolare di diverse licenze assicurative e finanziarie in Svizzera, Liechtenstein e Italia. Parla correntemente italiano, tedesco e inglese ed è entrato a far parte di Amgest SA nell’agosto 2026, in qualità di Senior Family Officer.

Nicolò Pittiglio

McKinsey & Company

Senior Expert, Leader Global Wealth & Asset Management Knowledge

Responsible for the Wealth & Asset Management knowledge at global level and co-leader of the European Affluent Banking service line in the EMEA region.

Paule Ansoleaga Abascal

Arcano Partners

Managing Director Italy

Paule Ansoleaga Abascal is Managing Director and Head of Italy at Arcano Partners, which she joined in 2021 to open and lead the group's Italian office. She has over 20 years of experience in financial markets and asset management. Prior to Arcano, she was Head of Wholesale Italy and Head of Spain at Rothschild & Co Asset Management. She developed her international career across Madrid, Paris, London, and Milan, working, among others, for Bank of America Merrill Lynch.

Johannes Wettstein

Liechtenstein Life | Prosperity Solutions AG

Chief Business Officer di Liechtenstein Life | Prosperity e CEO di Prosperity Solutions AG

Johannes Wettstein is Chief Business Officer at Liechtenstein Life | Prosperity. He has over 15 years of experience in international wealth management, asset management, and investment banking, with a particular focus on private and institutional clients. Prior to joining the group, he led the Zurich office and DACH activities of Algebris Investments. Previously, he held various roles at UBS across Wealth Management and Investment Banking, gaining extensive experience in managing clients and strategic international relationships. He holds a degree from the University of St. Gallen (HSG). Johannes Wettstein is Chief Business Officer at Liechtenstein Life | Prosperity. He has over 15 years of experience in international wealth management, asset management, and investment banking, with a particular focus on private and institutional clients. Prior to joining the group, he led the Zurich office and DACH activities of Algebris Investments. Previously, he held various roles at UBS across Wealth Management and Investment Banking, gaining extensive experience in managing clients and strategic international relationships. He holds a degree from the University of St. Gallen (HSG).

Matteo Pomoni

ING Italia

Head of Private Banking, Wealth Management & Investments

Matteo Pomoni joined ING in 2004, after 5 years of managerial experience in the consumer goods sector. Within the Italian branch of the ING Group, he took on roles of increasing responsibility, driving the development of the local network of financial stores and the enhancement of the Retail product offering, guiding the digital bank's transformation from a savings partner into a bank with a complete range of Retail products and services. From 2014, he held various managerial roles within the ING Group, where in 2018 he was appointed Global Head of Retail Daily Banking and Funds Entrusted, coordinating the strategic development of Daily Banking activities and investment products in the countries where ING has a Retail Banking presence. In February 2024, he assumed the position of Head of Investments and Wealth at ING Italy, with the mission of expanding the offering of investment products and services and growing the network of financial advisors. Since May 2026, he has been Head of Private Banking, Wealth Management & Investments at ING Italy.

Walter Ricciotti

Quadrivio Group

CEO and Co-founder

CEO and co-founder of Quadrivio Group, one of the leading players in the private equity and alternative investments sector. Member of the Advisory Committee. Italian entrepreneur, with over 25 years of experience in Finance and Consulting. After graduating in Economics from the University of Turin, he worked as a Manager at Procter & Gamble and at Boston Consulting Group.

Massimo Citoni

etoro

Country Head Italy

Massimo Citoni is the Country Head 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.

Kurt von Storch

Flossbach von Storch SE

Co-Founder and Owner

Kurt von Storch founded Flossbach von Storch together with Bert Flossbach in 1998. He is responsible for private wealth management. Mr von Storch was an Executive Director at Goldman Sachs & Co. in Frankfurt from 1992 to 1998. Prior to this, he worked as a Fund Manager for European equities at Julius Baer in Frankfurt between 1991 and 1992. He started his career at Julius Baer in 1987 as a Securities Trader and Portfolio Manager in New York. Kurt von Storch graduated from the University of Cologne with a degree in Business Management.

Alberto Cirillo

Goldman Sachs

Managing Director – Co-Head of Southern Europe – Private Wealth Management

He joined Goldman Sachs in 2000 as an associate in the London office, and in the following years built and developed the bank's private wealth management division and its presence in Italy. In 2006, he was appointed head of private wealth management at Goldman Sachs for Italy, and in 2009, managing director. The private wealth management business in Italy caters exclusively to private clients and family offices, and has grown over the years to become the largest wealth management business for Goldman Sachs in continental Europe. Before joining the bank, he worked for three years at McKinsey in Milan, focusing on banks and asset managers. He holds a degree in finance from Bocconi University in Milan, as well as an MBA and an MA in financial engineering from the Massachusetts Institute of Technology (MIT).

Marcello Marra

Banco Desio

Head of Wealth Management & Private Banking

Marcello Marra, Head of the Wealth Management Division at Banco Desio, has gained extensive experience in the banking sector, holding roles of responsibility in both business and Human Resources, with a particular focus on Private Banking and Wealth Management. Throughout his career, he has overseen strategic projects and led commercial networks in Italy. Financial and wealth advisory has always been one of the central areas of his professional career.

Valentina Gentile

Expansion Partners

Founder and Managing Partner

Valentina is Founder and Managing Partner of Expansion Partners. A finance and alternative investments professional, she has over 20 years of experience in capital formation and business development, gained at leading investment firms and through building and managing a global network of relationships with institutional investors and high-profile family offices.

Thomas Schneider

Isomer Capital

Partner

Thomas has over 20 years of experience in the asset management sector. For over 10 years, together with his partners, he has developed Isomer Capital, which has become the leading venture capital fund of funds to invest exclusively in Europe.

Luca Minini

Ardian

Investor Relations Managing Director

Luca Minini is an Investor Relations Managing Director at Ardian, responsible for capital raising, business development, and strategic partnerships across Southern European countries. Multilingual, he manages relationships with both institutional partners and private wealth clients. By understanding their unique financial objectives, he provides them with seamless access to Ardian’s world-class, diversified private markets platform, spanning private equity, real assets, and credit.

José Nistal

Zubi Capital

CEO e CIO

José Nistal is the CEO and CIO of Zubi Capital Asset Management, a social impact investment management company, CEO of a Single Family Office, and a Senior External Advisor at Bain & Company. He has over 28 years of experience in private equity, venture capital, hedge funds, and mergers and acquisitions (M&A), with a strong track record of transactions in Europe, the United States, the United Kingdom, and Latin America. He has also co-founded several startups in the fintech, healthtech, and proptech sectors. He serves on several boards of directors, including the board of the Juan XXIII Roncalli Foundation and the board of the Wharton Business School Club. He also teaches at various universities (including IE, Babson College, and LSE). He holds a degree from the Universidad Pontificia Comillas and an MBA from the Wharton School. He has completed programs at MIT, Harvard University, and the London School of Economics and Political Science.

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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Beyond The Sparkle
The secret stories and the hidden value of diamonds

Auctentic and We Wealth are pleased to present Beyond the Sparkle: The Secret Stories and Hidden Value of Diamonds, a masterclass reserved for participants of the third Wealth Management Summit.

In an exclusive lounge reserved for just 20 guests, Simon Namdar, CEO and Co-Founder of Auctentic, will guide us into a universe where the beauty of a diamond is only the beginning of the story.

Agenda

8 October

Open PDF

9am – 9:30 AM

NETWORKING AREA

Registration & Welcome Coffee

9:30 AM – 9:40 AM

MAIN STAGE

Welcome and introduction

Chiara Samorì, Director · We Wealth; Fabienne Mailfait, CEO & founder · We Wealth

9:40 AM – 9:50 AM

Geopolitics

MAIN STAGE

Europe, power and capital in the new global order

Vincenzo De Luca, Ambassador, Of Counsel at Gianni & Origoni

In a world marked by new balances of power, what space can Europe carve out for itself? The United States, China, emerging powers, and conflicts are reshaping...

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9:50 AM – 10am

GeopoliticsMacroeconomics

MAIN STAGE

The numbers of change and the impact on Wealth Management

Felix Wenger, Senior Partner, Co-leader European Wealth & Asset Management Practice · McKinsey & Company

Starting from the global context, McKinsey will preview in Italy new research on the impacts of macro and geopolitical scenarios on business models in the...

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10am – 10:10 AM

Asset ManagementPrivate Markets

MAIN STAGE

From asset class to the infrastructure of capitalism

Luca Bionducci, Partner, Leader European CIB service line · Mckinsey & Company

In recent years, private markets have ceased to be a satellite component of portfolios and have become an increasingly central part of the global financial...

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10:10 AM – 10:30 AM

Private Credit

MAIN STAGE

Private Credit: What is behind the growth?

Alessandro Raspa, Head of Southern Europe - Client & Product Solutions · Apollo; Alessandro Verdirrame, Head of Italy · Ares Wealth Management Solutions

In recent years, private credit has gained an increasing share in investors' portfolios and in financing the real economy, establishing itself as an...

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10:30 AM – 10:40 AM

Asset AllocationPrivate Credit

MAIN STAGE

Private Market: from product logic to portfolio construction

Daniele Colantonio, Partner and Head of Product Development · Anthilia Capital Partners

In recent years, private markets have moved beyond the institutional investor niche to increasingly enter the strategies of wealth clients. The real challenge...

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10:40 AM – 10:50 AM

EntrepreneursFamily Business

MAIN STAGE

When Private Equity changes history

Andrea Mangia, Chief Operating Officer · Mangia's Resorts & Clubs

How does a family business change when the way of thinking about capital shifts? The Mangia family will share the journey that led it to rethink its growth...

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10:50 AM – 11am

Real Estate

MAIN STAGE

Beyond the brick: where value is created in real estate

Luca Dondi dall’Orologio, CEO · Patrigest | Gruppo Gabetti

From homes to student housing, from senior housing to logistics, all the way to data centers: real estate has become an increasingly multifaceted investment...

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11am – 11:20 AM

NETWORKING AREA

Networking Coffee Break

11:20 AM – 11:40 AM

Private EquityPrivate Markets

MAIN STAGE

Private Equity, more access does not mean more liquidity

Marco Avanzo-Barbieri, Head of Intermediary – Italy & Greece · Neuberger; Nicolò Pittiglio, Senior Knowledge Expert - Financial Institutions · Mckinsey & Company

Semi-liquid funds are opening a new phase in access to private markets for wealth clients. But making an illiquid investment more accessible does not mean...

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11:40 AM – 11:50 AM

Private BankingPublic Markets

MAIN STAGE

Private markets put to the client test: how is the Wealth Management portfolio changing?

Paolo Tenderini, Chief Group Wealth Management & Private Banking · Banca Finint

After years of supply growth, the challenge for private markets is increasingly shifting from product availability to their effective integration into...

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11:50 AM – 12:10 PM

Private MarketsWealthTech

MAIN STAGE

The invisible infrastructure of private markets. From operational complexity to system scalability.

Deborah Eggler, Head of Client Solutions Southern Europe · iCapital; Luca Minini, Investor Relations Managing Director · Ardian

Roundtable | Private markets are now an established component of wealth management portfolios, but their large-scale adoption is still limited by an...

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12:10 PM – 12:20 PM

Asset AllocationInfrastructures

MAIN STAGE

Infrastructure: stability or new competition for yield?

Emilia Taglialatela, Real Asset Client Portfolio Manager · Swiss Life Asset Managers

In recent years, ELTIFs have opened access to private markets to an increasingly broad range of investors. However, alongside opportunities, doubts and...

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12:20 PM – 12:30 PM

Alternative Investments

MAIN STAGE

Beyond diversification: how to build resilient portfolios

Kurt Von Storch, Co-Founder and Owner · Flossbach von Storch

In a context characterized by persistent inflation, geopolitical tensions, and increasingly interconnected markets, traditional diversification is no longer...

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12:30 PM – 12:40 PM

Certificates

MAIN STAGE

When the payoff matters more than the direction of the market

Pietro Saccomandi, Managing Director and Co-Head Italy · Leonteq Securities (Europe) GmbH

Certificates are taking on an increasingly sophisticated role in wealth advisory, going beyond the traditional function of capital protection. Thanks to...

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12:40 PM – 12:50 PM

MAIN STAGE

From choice to portfolio: how the digital investor is changing

Massimo Citoni, Country Head Italy · eToro

More tools, greater accessibility, and new technologies are changing the way people invest. But expanding choices is not enough: the challenge is turning them...

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12:40 PM – 1pm

Private Banking

MAIN STAGE

The new Private Banking: from wealth management to orchestrating complexity

Andrea Ragaini, President · AIPB

In recent years, private banking has expanded its scope well beyond investment management. Private markets, wealth planning, generational succession, taxation...

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Nicola Pepè, Business Development Director · Objectway

In recent months, the artificial intelligence landscape has experienced an unprecedented acceleration. What was initially perceived as a predominantly...

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2:50 PM – 3:20 PM

MAIN STAGE

Wealth Management facing the test of change: where is value created?

Alberto Martini, Head of Wealth Management · Banca Mediolanum; Alessandro Varaldo, CEO Banca Aletti · Banco BPM; Fabrizio Greco, Chief Private & Wealth Management Officer di BPER e Chief Executive Officer di Banca Cesare Ponti · BPER Banca Private Cesare Ponti

Roundtable | Technology and artificial intelligence are making certain activities increasingly automatable, while clients, wealth, and needs become more...

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3pm – 6:30 PM

FAMILY OFFICE CLOSED-DOORS AREA

Family Office Closed-Doors Session

[Private event] On the afternoon of the 3rd Wealth Management Summit, the first Family Office Closed-Doors Session by We Wealth is launched, an event within an...

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3:20 PM – 3:30 PM

MAIN STAGE

Wealth management and wealth advisory: the story of an evolution

Stefano Manfrone, Head of · BNL BNP Paribas Wealth Advisory Partner

Wealth advisory is evolving toward an increasingly broad and integrated model, in which value lies not only in investment management, but in the ability to...

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3:30 PM – 3:40 PM

MAIN STAGE

Investing is not enough: the new scope of consulting

Maurizio Ceron, Head of Wealth Management & Investment Solutions · Zurich Bank

Wealth advisory is expanding its boundaries. No longer just investments, but protection, longevity, family, and new generations are increasingly entering the...

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3:40 PM – 3:50 PM

MAIN STAGE

From proximity to the model: how the entrepreneur's bank is changing

Marcello Marra, Head of Wealth Management & Private Banking · Banco Desio

Being close to the entrepreneur is no longer enough. When business, family, and wealth go through a generational transition, a liquidity event, or another...

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3:50 PM – 4pm

MAIN STAGE

What if private banking were born today?

Matteo Pomoni, Head of Private Banking, Wealth Management & Investments · ING Italia

How do you bring a new private banking model to the Italian market, leveraging the experience ING has already gained in the sector at the Group level? On the...

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4pm – 4:30 PM

NETWORKING AREA

Networking coffee break

4:30 PM – 4:40 PM

Family BusinessFamily Governance

MAIN STAGE

The new face of family businesses

Fabio Quarato, Managing Director of the AIDAF-EY Chair in Strategic Management in Family Business · Università Bocconi

The generational transition is no longer a simple passing of the baton. Increasingly, it is a long process of coexistence between generations, where seniors...

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4:40 PM – 4:50 PM

MAIN STAGE

From the side to the relationship: how the needs of entrepreneurial families are changing

Manuela Soncini, CEO · Cordusio Fiduciaria

Data from the AUB Observatory reveals increasingly complex family businesses, where governance, generational handover, and the coexistence of generations are...

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4:50 PM – 5pm

Family BusinessLiquidity Events

MAIN STAGE

The courage to start over

Giulio Pesenti, Head of Corporate Strategy & Business Development | Board Member · Gruppo Clessidra

For many business families, a liquidity event represents a finish line. For the Pesenti family, the sale of Italcementi by Italmobiliare instead marked the...

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5pm – 5:10 PM

MAIN STAGE

Beyond the business: wealth before the exit

Gianluigi Serafini, Equity Partner · GA-Alliance

A business can represent by far the largest share of an entrepreneur's wealth and, at the same time, be perceived as something distinct from their personal...

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5:10 PM – 5:20 PM

EntrepreneursLiquidity Events

MAIN STAGE

The entrepreneur's second half

Rinaldo Sassi, Founder & CEO · Scouting

Selling a company does not represent the end of an entrepreneurial journey, but the beginning of a new phase. After a liquidity event, many families choose to...

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5:20 PM – 5:40 PM

MAIN STAGE

Family Office in the Age of AI: Governance, Data and New Responsibilities

Roberta Crivellaro, Managing Partner, European Leader of the Business Division and Head of Global 'Italian Desks' · Withers; Tiziana Leone, Co-founder & Wealth Manager · Ataraxia Management

Roundtable | Artificial intelligence is also entering the management of substantial wealth and the work of professionals who support families and entrepreneurs...

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5:40 PM – 5:50 PM

MAIN STAGE

Beyond the policy: the new frontiers of private insurance

Fabrizio Novelli, Senior Family Officer · Amgest SA

When wealth is distributed across multiple banks, managers, assets, and jurisdictions, the role of the insurance policy also changes. Private insurance can...

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5:50 PM – 6:20 PM

GovernanceWealth Transfer/Succession Planning

MAIN STAGE

Generational transition in the era of complexity: what tools for high-net-worth families?

Alberto Cirillo, Managing Director - Co-Head of Southern Europe - Private Wealth Management · Goldman Sachs; Giovanni Ronca, Head of UBS Global Wealth Management Italy · UBS Group; Marco Cerrato, Partner · Maisto e Associati; Roberto Pellizzari, Equity Partner · LCA Studio Legale

Roundtable | Generational transition is no longer just a matter of succession. International mobility, new family structures, liquidity events, and...

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6:20 PM – 6:30 PM

MAIN STAGE

Wealth in motion: the policy as an architecture of continuity

Johannes Wettstein, Chief Business Officer di Liechtenstein Life | Prosperity e CEO di Prosperity Solutions AG

The increasing mobility of individuals and wealth is making financial and estate planning more complex. When residence, custodian bank, asset managers...

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6:30 PM – 7pm

MAIN STAGE

Celebration "Top 200 Wealth Advisors"

Sponsor by Kitra Advisory | To close the day, the Top 200 Wealth Advisor Celebration will bring together the professionals selected by We Wealth to highlight...

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7pm – 8:30 PM

NETWORKING AREA

Community Cocktail

An informal moment to get together, delve deeper into the themes that emerged during the day, and create new connections with speakers, partners, and key...

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7pm – 7:30 PM

NETWORKING AREA

Beyond the Sparkle: The Secret Stories and Hidden Value of Diamonds

Simon Namdar, CEO · Auctentic

Auctentic and We Wealth present Beyond the Sparkle: The Secret Stories and Hidden Value of Diamonds, a masterclass reserved for participants of the third...

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8:30 PM – 11pm

FAMILY OFFICE CLOSED-DOORS AREA