Professional Wealth Managementt

Home / Regions / Europe / Italy

Italy

 Mario Bortoli, Euclidea
From Regions / Europe / Italy May 26, 2017

Online opportunities in Italian wealth management

With government bonds and real estate looking less attractive, the time is right for robo-advisers to step in and offer something a little different to Italian investors, believes Mario Bortoli, CEO of digital wealth manager Euclidea 

Santo Borsellino, Generali Investments
From Regions / Europe / Italy July 18, 2016

External assets central to Generali’s expansion drive

Generali Investments’ chief executive Santo Borsellino made growing the Italian firm’s third party business a “key priority” when he took control in 2013. So far the decision has paid off

Fabio Innocenzi, UBS
From Regions / Europe / Italy June 22, 2016

Milan ripe for a private banking renaissance

With half of all Italian private wealth managed by retail banks there is huge potential for private banks to expand domestically

Michelle Bates, UBS Wealth Management
From Regions / Europe / Italy October 8, 2015

Structured products a way to smooth market jitters

The structured products market is smaller and very different to how it looked in its pre-crisis days but these vehicles still have a role to play in client portfolios

Dario Prunotto, UniCredit
From Regions / Europe / Italy May 19, 2014

UniCredit vows holistic path will match client lifestyles

Clients are looking for “useful” private banking advice that deals with their needs rather than the product-pushing of old, believes Dario Prunotto, UniCredit’s head of private banking

Sandro Pierri, Pioneer
From Regions / Europe / Italy August 29, 2013

New look Pioneer pins hopes on fixed income

Pioneer Investments’ Sandro Pierri discusses his ambitious plans to expand the funds house by branching out further from its Italian heartlands and the challenges of making money from fixed income

From Regions / Europe / Italy May 31, 2012

Italian fund houses struggling to cope with foreign invasion

Italian fund houses are used to having free rein in their domestic market, but international firms are now a growing presence in the country. Yet both sides stand to benefit if they partner together

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018