• 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

ESG WEALTH MANAGEMENT

18.09.2024 10:00 - 13:00 14:00 - 16:00 Dual mode
  • ESG data & profile for the client Wealth
  • ESG: impacts on suitability and model portfolios.
  • Communication of ESG impact to the client

Presentation of the day

Community event: 3RD DIGITAL WEALTH MANAGEMENT HUB - ESG WEALTH MANAGEMENT

The meeting aims to decline the following themes:

  • ESG data & profile for the client Wealth
  • ESG: impacts on suitability and model portfolios.
  • Communication of ESG impact to the client
Research meeting: 3RD RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB

Sharing of preliminary results of the Research Project and discussion of the main evidence.

Agenda of the day

date: 18.09.2024
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: 18.09.2024
time: 10:15:00
Erika Face
Research Analyst
Cetif
ESG wealth management
date: 18.09.2024
time: 10:45:00
Daniela Costa
Senior Economist and Advisor Economic Studies Office.
CONSOB
Scenario by Consob
date: 18.09.2024
time: 11:15:00
Marco Cimini
Digital Platforms
Banca Generali
Mary Fountain
Digital Platforms
Banca Generali
Scenario by Banca Generali
date: 18.09.2024
time: 11:45:00
Paul Smoke
Chief Commercial Officer
CNP UniCredit Vita
Giulia Patriarca
Governance Investment Services
Credem Euromobiliare Private Banking
Andrea Tortoroglio
Managing Director
Deutsche Bank
Round Table

Partners

Companies and technology partners involved in development.

The appointments of the Digital Wealth Management HUB 2024