• Membership

    More than 30,000 professionals make up the ecosystem of Cetif: we facilitate the meeting and exchange between banks, insurers and companies in an academic Center, competent and independent environment to share knowledge, experience and strategies on the most innovative drivers of change.

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    16 Research Hubs focused on dynamics of strategic evolution, regulatory updates, organizational and process practices, and the effects of digitization: we study innovation trends and best practices and share them with our communities.

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Research

DISRUPTIVE TECHNOLOGIES FOR A DIGITAL WEALTH

14.03.2023 10:00 - 13:00 14:00 - 16:30 Dual Mode

Presentation of the day

Community event: Disruptive Technologies for a Digital Wealth.

The meeting aims to decline the following themes:

  • Robo4Advisor & Portfolio Management
  • AI, data and in the customer relationship
  • DEFI and Metaverse: what role for wealth?
Research meeting: Presentation of the Research Project | Digital Wealth Management HUB 2023

Presentation of the structure, methodology, goals and surveys of the Research Project. The objective of the session is to receive feedback from the Working Group on the direction of the activity. 

Agenda of the day

date: 14.03.2022
time: 10:00:00
Chiara Frigerio
Professor of Business Organization and Secretary General Cetif
Università Cattolica del Sacro Cuore
Opening of the proceedings by Prof. Chiara Frigerio
date: 14.03.2023
time: 10:15:00
Alessandro Galbarini
Research Analyst
Cetif
Disruptive Technologies for a Digital Wealth
date: 14.03.2023
time: 10:45:00
Antonia Manzini
FinTech Division Milan
Bank of Italy
Digital finance and the impact of disruptive technologies
date: 14.03.2022
time: 11:15:00
Matteo Gilioli
Head of Products and Services Wealth Management
Credem Euromobiliare Private Banking
The new wealth advisory platform
date: 14.03.2023
time: 11:45:00
Stefano Fossati
Director Investment Advisory & Solutions
Mediobanca Premier
Giampaolo Stivella
Head of Private Banking Advisory
FinecoBank
Round Table

Partners

Companies and technology partners involved in development.

The appointments of the Digital Wealth Management HUB 2023