(Finance) – The third Wealth Management Day of Zurich Bankheld yesterday in Milan, was the occasion to celebrate the continuous growth of the Bank, particularly in the Private & Wealth Management area: since the launch, the managed masses by the Private Advisors Team are constantly growing and today stand at around 6 billion euros. The number of Private Advisors within the Network has also grown similarly, and today they are around 100; this is also due to the appointment of 16 new Private consultants, which took place on the occasion of the third Wealth Management Day, in light of the exceeding of 40 million euros of assets in portfolio.
The event, an important opportunity to celebrate the growth recorded so far by the Division, was held in the presence of the Top Management of Zurich Bank. Silvio Ruggiu, General Manager of Zurich Bank, Maurizio Ceron, Head of the Wealth Management & Investment Solutions Department, and Federico Gerardini, Head of the Commercial Department of Zurich Bank, spoke to explain the vision and objectives of the Bank, also in light of the important milestone achieved by the 16 consultants.
The day was attended by distinguished guests. Among them, Claudio Scardovi, Senior Partner and Private Equity Lead at Deloitte, shared valuable insights and analyses on the evolution and opportunities in the private markets market.
Also present was Nicola Ronchetti, CEO of FINER, who held a session on the evolution of the Financial Consulting market, outlining the skills and strategies needed to face the challenges of a constantly changing market.
The day provided an opportunity to delve deeper into the issues related to alternative asset classes and the solutions that the Zurich Group uses in managing its assets; solutions that make Zurich one of the largest institutional investors in this market segment. The Group, in fact, has one of the largest private asset platforms in the world with approximately 50 billion in assets managed in open architecture from which Zurich Bank will draw to create the best investment solutions.
These issues were explored in depth thanks to the intervention of Bruno Guiot, Group Head of UL Investments & Savings at Zurich, and Andrea Florio, Investment & Insurance Products, Zurich Bank and Francesco Di Trapani, Senior Advisor Pemberton. Finally, Rodolfo Fracassi, Co-founder & Managing Director, and Vittoria Bianchi, Associate Product Specialist at Main Street Partners, spoke, offering the opportunity to address the topic of integrating ESG criteria into investment portfolios, highlighting the growing importance of sustainability in financial choices.
Maurizio Ceron, Head of Private & Wealth Management at Zurich Bankstated: “The promotion of sixteen professionals to the role of Private Advisor is a testimony to the exceptional work of our Network and the Bank’s commitment to supporting Wealth Management activities. A commitment that aims to to offer all our customers a very high level of servicethanks to the essential role of the latter and the continuous enrichment of the services offered. We could not have chosen a better setting than this new edition of the Wealth Management Day to celebrate the excellence of our platform and the path of growth and development undertaken”.