The Italy Private Wealth Forum is the region's leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Italy..
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Theo Delia-Russell, Deputy Head Private Banking Division and Management Committee, Mediobanca
Theo Delia-Russell is considered one of the leading experts in private banking and asset management in Italy.
Previously he worked in strategic consultancy for US multinationals, after which he led the private banking operations of a large Italian commercial bank, before joining Mediobanca.
Theo Delia-Russell is now Deputy Head di Mediobanca Private Banking, where he has managed the development of the Bank’s private markets offering, making Mediobanca the clear market leader in this segment.
He teaches private banking as part of the Financial Intermediaries Economics course at Milan Catholic University, having specialized in Wealth Management at the Wharton School of the University of Pennsylvania in the United States.
His book "Private Markets: l'Asset Class del Futuro" was published by AIPB Editore in 2021.
Emanuela Musci Founder S&O Multi Family Office
Paolo Guida Head of Research for Private Investors Banca Intesa Sanpaolo
Elena Giordano Partner, Family Advisor Alvarium
Andrea Binelli Head of Private Banking Crédit Agricole Italia
Roberta Rudelli Head of Fund Selection Unicredit
Alessandro Viviani Head of Investment Advisory Symphonia
Adele Mantegazza Analyst & Fund Selector - ESG Specialist Banca Patrimoni Sella & C.
Filippo Stefanini Head of Multimanager Investments & Unit Linked Eurizon Capital
Sonia Dehò Founder & CEO SVD Consulting
Roberto Salerno Head of Capital Markets - Italy Deutsche Bank
Enrico Ascari Managing Partner Quantyx Advisors
Rocco Probo Financial Analyst Consultique
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The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
STRUCTURING, TAX, TRUST AND ESTATE PLANNING:
Learn about the latest regulations.
Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
Fixed-income managers from across the Country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
ASSET ALLOCATION—FAMILY OFFICES VIEWS:
How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.
|Early Bird I||1,000||05/15/22|
|Early Bird II||1,300||06/12/22|
|Pre-Event Registration I||1,600||07/10/22|
|Pre-Event Registration II||1,900||08/14/22|