• 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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    Over 60 events including Main events (Workshop and Summit) and Community events (related to research activities) and Webinar: we bring together banks, insurance companies and businesses for shared growth on trends and challenges to outline innovative development strategies.

Research

WEALTH OFFERING 2023: BETWEEN ESG, DIGITAL AND INSURANCE

17.10.2023 10:00 - 13:00 14:00 - 16:30 Dual Mode

Presentation of the day

Community event: Wealth offering 2023: between ESG digital and insurance

The meeting aims to decline the following themes:

  • New ESG offering
  • Club deals, alternative investments and the role of cryptoassets
  • Evolution of protection and health for the wealth segment
Research meeting: Final presentation of results | Digital Wealth Management HUB 2023

The purpose of the meeting is to present and discuss the final results of the survey with the Research Group.

Agenda of the day

date: 17.10.2023
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: 17.10.2023
time: 10:15:00
Alessandro Galbarini
Research Analyst
Cetif
Wealth offering 2023: between ESG digital and insurance
date: 17.10.2023
time: 10:45:00
Antonia Manzini
FinTech Division Milan
Bank of Italy
The ESG transition of intermediaries and the role of private capital
date: 17.10.2023
time: 11:15:00
Serena Marzucchi
Insurance Education Manager
IVASS
Insurance governance in Italy: valuing the customer and ESG
date: 17.10.2023
time: 11:45:00
Roberto Arosio
Head of Investments and Wealth Management Banca Aletti- Gruppo Banco BPM
Aletti Bank
Andrea Binelli
Head of Wealth Management Department
Crédit Agricole Italy
Massimo Camusso
Commercial Area Manager
Intesa Sanpaolo Vita
Round Table

Partners

Companies and technology partners involved in development.

The appointments of the Digital Wealth Management HUB 2023