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Research

LONGEVITY FINANCE & NEW WEALTH SERVICES

21.04.2026 10:00 - 13:00 14:00 - 16:00 Dual-mode
  • The evolution of individual asset management in longevity
  • The role of insurance and pension counseling
  • Harmonization of tax regimes for financial and insurance products

Presentation of the day

Community event COMMUNITY EVENT : 1st COMMUNITY EVENT DIGITAL WEALTH MANAGEMENT HUB 2026 - LONGEVITY FINANCE & NEW WEALTH SERVICES

The meeting aims to decline the following themes:

  • The evolution of individual asset management in longevity
  • The role of insurance and pension counseling
  • Harmonization of tax regimes for financial and insurance products
Research meeting: 1st RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2026

The session will explore the topics raised during the Community Event in greater depth, through the validation of specific statements and a subsequent open discussion.

Agenda of the day

date: April 21, 2026
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: April 21, 2026
time: 10:15:00
Arturo Patarnello
Lecturer in Economics of Financial Intermediaries
Cetif
Longevity Finance New Wealth Services
date: April 21, 2026
time: 10:45:00
Paul Smoke
Chief Commercial Officer
CNP Life Insurance
Case study by CNP Vita Assicura
date: April 21, 2026
time: 11:05:00
Maurizio Ceron
Head of Wealth Management & Investment Solutions
Zurich Italy Bank
Raffaele Levi
Head of Business Models
Fideuram Intesa Sanpaolo Private Banking
Michele Quinto
Country Head
Franklin Templeton
Open Session | facilitate discussion

The appointments of the Digital Wealth Management HUB 2026