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
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.
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
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 subject of family businesses, succession, innovation governance, and family offices. His research explores how family-controlled companies can preserve their legacy while adapting to change, with a particular focus on the concept of 'innovation through tradition' and how entrepreneurial families can develop an 'entrepreneurial family galaxy' capable of ensuring prosperity across generations. He is the Chair, Co-founder, and Co-director of the Family Office Observatory. Considered among the most influential scholars in the field of family business, he regularly contributes to academic research, executive education programs, and consulting activities aimed at entrepreneurial families, family businesses, and family offices. He is the author of *The Family Business Book: A roadmap for entrepreneurial families to prosper across generations*, published by Pearson Financial Times. He has published over 450 scientific articles and regularly contributes to leading academic journals and the most authoritative national and international magazines and newspapers.
Gianluca Serafini
Fideuram Intesa Sanpaolo Private Banking
Condirettore Generale Area Coordinamento Marketing, Prodotti e Modello di Business
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
BPER Banca Private Cesare Ponti
Chief Executive Officer and General Manager
Fabrizio Greco, Chief Executive Officer and General Manager of BPER Banca Private Cesare Ponti, following the entry of Carige into the BPER Group, also took on the role of Chief Executive Officer of Optima Sim from April 2021 and Chairman of BPER Bank Luxembourg from December 2021; he is also a member of the Board of Directors of BPER Sicav Lux. A graduate in Business Administration from Bocconi University, he developed many years of experience in management consulting at Andersen Consulting and subsequently at Accenture, specializing in the financial intermediaries market with numerous projects in retail banking, wealth management, and private banking. In November 2002, he joined the Credito Emiliano Group as Deputy General Manager of Banca Euromobiliare, to oversee the definition and implementation of the strategic plan to strengthen the Bank in Private Banking. At AIPB, he is Vice President of the Board of Directors and of the Executive Committee, and representative of BPER Banca.
Daniele Colantonio
Anthilia Capital Partners
Partner and Head of Product 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.
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.
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 e responsabile della practice Financial Services
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 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
Managing Director
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
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.
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.
Emilia Tagliatela
Swiss Life Asset Managers
Real Asset Client Portfolio
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 dell’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.
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
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.
Agenda
9am – 9:30 AM
NETWORKING AREA
Registration & Welcome Coffee
9:30 AM – 9:40 AM
MAIN STAGE
The new world disorder
CarloAlberto Carnevale Maffè, Professor of Strategy at SDA Bocconi
Geopolitics, energy, and markets are moving together again, with direct effects on inflation, growth, and financial stability. Supply chain tensions, the...
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9:40 AM – 9:50 AM
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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9:50 AM – 10am
MAIN STAGE
From asset class to the infrastructure of capitalism
Luca Bionducci, 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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10am – 10:20 AM
MAIN STAGE
Private Equity
Alessandro Raspa, Managing Director at Apollo; Alessandro Verdirrame, Head of Italy at Ares Wealth Management Solutions
10:20 AM – 10:30 AM
MAIN STAGE
Private Market: from product logic to portfolio construction
Daniele Colantonio, Partner and Head of Product Development at 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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10:30 AM – 10:40 AM
MAIN STAGE
When Private Equity changes history
Andrea Mangia, CFO of Mangia’s Resorts
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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10:40 AM – 11am
NETWORKING AREA
Networking Coffee Break
11am – 11:20 AM
MAIN STAGE
Does the future of private markets lie in evergreens?
Marco Avanzo-Barbieri, Head of Intermediary Italy at Neuberger
In recent years, evergreen instruments have expanded access to private markets, opening up new opportunities for wealth management. However, their growth also...
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11:20 AM – 11:40 AM
MAIN STAGE
Open discussion: the point of view of the banks
To Be Announced
11:40 AM – 12pm
MAIN STAGE
The invisible infrastructure of private markets. From operational complexity to system scalability.
iCapital
Private markets are now an established component of wealth management portfolios, but their large-scale adoption is still limited by an often-underestimated...
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12pm – 12:10 PM
MAIN STAGE
Infrastructure: stability or new competition for yield?
Emilia Taglialatela, Real Assets Client Portfolio Manager at 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
MAIN STAGE
Beyond diversification: how to build resilient portfolios
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
MAIN STAGE
Not only protection: the evolution of certificates in portfolio construction
Pietro Saccomandi, Co-Head of Sales Italy at Leonteq
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 – 1pm
MAIN STAGE
The new Private Banking: from wealth management to orchestrating complexity
Andrea Ragaini, President of 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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1pm – 2pm
NETWORKING AREA
Lunch | Reserved for speakers
2pm – 2:10 PM
MAIN STAGE
Europe in the era of AI: the challenge of technological sovereignty
To Be Announced
2:10 PM – 2:20 PM
MAIN STAGE
Will trust survive AI?
Fiorella Passoni, CEO of Edelman Italy
Trust is the invisible capital upon which wealth management is founded. But what happens when the client can choose between the advice of an advisor and that...
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2:20 PM – 2:30 PM
MAIN STAGE
It's not a matter of age, but of model.
Stefano Cantù, Partner, Leader of the Mediterranean Wealth & Asset Management practice at McKinsey & Company
Wealth management is entering a new competitive phase, where change is driven not only by generational shifts, but by the emergence of new investment and...
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2:30 PM – 2:40 PM
MAIN STAGE
Does AI change software or does it change the bank?
Gianluca Serafini, Co-General Manager, Marketing, Products and Business Model Coordination Area of Fideuram ISPB
Artificial intelligence does not merely represent a new technology, but a profound shift in organizational models. The ability to analyze large amounts of...
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2:40 PM – 2:50 PM
MAIN STAGE
The three coordinates of Wealth Management transformation: AI, data and intelligent platforms
Nicola Pepè, Business Development Director at Objectway
In recent months, the artificial intelligence landscape has experienced an unprecedented acceleration. What was initially perceived as a predominantly...
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3pm – 3:30 PM
NETWORKING AREA
Networking coffee break
3:30 PM – 3:40 PM
MAIN STAGE
The new face of family businesses
Fabio Quarato, Managing Director of the AIDAF-EY Chair of Family Business Strategy
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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3:40 PM – 3:50 PM
MAIN STAGE
The courage to start over
Giulio Pesenti, Head of Corporate Strategy & Business Development, Board Member of Clessidra Group
For many business families, a liquidity event represents an endpoint. For the Pesenti family, it became the beginning of a new story. Ten years after the sale...
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4pm – 6pm
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...
Discover more
4pm – 4:10 PM
MAIN STAGE
The entrepreneur's second half
Rinaldo Sassi, Founder & CEO of Scouting Capital & Family Advisors
Selling a business 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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4:10 PM – 4:20 PM
MAIN STAGE
When wealth becomes more complex than the portfolio
Massimo Vecchio, President of Amgest
For many entrepreneurial families, wealth is no longer limited to a financial portfolio alone. Shareholdings, real estate, private investments, and liquidity...
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4:20 PM – 5pm
MAIN STAGE
Governance, wealth and new generations
Marco Cerrato, Maisto & Associati; Roberta Crivellaro, Withers; Roberto Pellizzari, LCA; Giovanni Ronca, UBS
Generational transition, the growth of M&A transactions, the prominent role of the Next Generation, the evolution of family governance, and the growing role of...
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5pm – 5:30 PM
NETWORKING AREA
Networking coffee break
5:30 PM – 6:10 PM
MAIN STAGE
Open discussion: the banks' point of view
To Be Announced
6:10 PM – 6:20 PM
MAIN STAGE
Who coordinates complexity? The new role of the Wealth Advisor
Tiziana Leone, Co-founder & Wealth Manager at Ataraxia Management
The growth of entrepreneurial wealth, the internationalization of families, and the great wealth transfer are making wealth management increasingly complex...
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6:20 PM – 6:30 PM
MAIN STAGE
Insurance as a wealth platform: protection, efficiency and generational transfer?
Liechtenstein Life
Next-generation policies are evolving from simple insurance instruments into full-fledged platforms for managing substantial wealth. Asset protection...
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6:30 PM – 6:40 PM
MAIN STAGE
Is real estate back? How the role of real estate is changing in large fortunes
Luca Dondi dall’Orologio, CEO of Patrigest | Gabetti Group
Offices, logistics, prime residential, and hospitality are evolving at different speeds, while investor expectations and the role of real estate within asset...
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6:40 PM – 7pm
MAIN STAGE
Celebration "Top 200 Wealth Advisors"
To close the day, the Top 200 Wealth Advisor Celebration will bring together the professionals selected by We Wealth to highlight the excellence of Italian...
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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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8:30 PM – 11pm
FAMILY OFFICE CLOSED-DOORS AREA
Family Office Private Dinner
[Private event]
Discover moreRequest your exclusive invitation
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