• 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.

  • Research

    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.

  • Events

    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

ASSET MANAGEMENT: WHAT'S NEXT?

24.06.2025 10:00 - 13:00 14:00 - 15:30 Dual-mode

 

  • RIS & Open Finance: Regulatory impact
  • The platforms of consulting, bancassurance and SMA
  • Private Market and consulting: regulatory and tax profiles

Presentation of the day

Community event: 2nd DIGITAL WEALTH MANAGEMENT HUB - HERITAGE MANAGEMENT: WHAT'S NEXT?

The meeting aims to decline the following themes:

  • RIS & Open Finance: regulatory impact
  • The platforms of consulting, bancassurance and SMA
  • Private Market and consulting: regulatory and tax profiles
Research meeting: 2ND RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2025

Agenda of the day

date: 06/24/2025
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: 06/24/2025
time: 10:15:00
Arturo Patarnello
Lecturer in Economics of Financial Intermediaries
Cetif
ASSET MANAGEMENT: WHAT'S NEXT?
date: 06/24/2025
time: 10:45:00
Daniela Costa
Senior Economist and Advisor Economic Studies Office.
CONSOB
Intervention by Consob
date: 06/24/2025
time: 11:45:00
Roberto Arosio
Head of Investments and Wealth Management Banca Aletti- Gruppo Banco BPM
Aletti Bank
Alberto Boccaccio
Director Operations
Cesare Ponti Bank
Ivano Sebastiano Brullo
Project Portfolio Manager
Iccrea Cooperative Banking Group
Open Session | facilitate discussion:

The appointments of the Digital Wealth Management HUB 2025