Our on-going dialogue-oriented approach allows us to offer you personalised strategies that best suit your goals and your life philosophy. Our team of highly qualified professionals is always on hand, ready to offer you the best advice at any time.
Our personalised advisory services make use of the specialised skills of dedicated professionals and an advanced technological platform, for carefully evaluating your features and needs, analysing your assets and offering carefully selected investment solutions.
A sophisticated portfolio control system ensures that the balance between risk and return is constantly monitored.
We periodically illustrate the performance of your assets through clear and full reports, which highlight the performance factors and potential future risks of the portfolio.
Our advisory services are a path aimed at supporting you every day at any time. To respond to any need you may have and adapt to any change of direction, our Relationship Managers operate adopting a method created starting with you.
First of all, an analysis is conducted of your assets, your aspirations and needs, for identifying the objectives to be achieved. Then the best investment strategies are planned, breaking them down appropriately to meet your requirements. Finally, proposals are presented that we believe are in line with your aspirations.
There will also be continuous analysis of your investment performance, thus ensuring that our strategy is always consistent with your changing needs.
Our team is highly qualified and ready to respond to any needs you may have. Our services are designed to provide you with a wide range of investment solutions, modelled on your needs and tuned to monitoring any market change.
An in-depth understanding of the market scenario is essential for making informed investment choices
Our Investments Team analyses and monitors the world economy and financial markets, also supported by Intesa Sanpaolo, Private Banking Division research and surveys. These are the starting blocks for outlining investment strategies and proposals.
The investment classes considered include:
Type of issuer, rating, duration and currency risk, etc.
Geographical areas and sectors, etc.
Total return, absolute return, flexible, hedge funds and commodities, etc.
Macroeconomic scenario and the market analyses of the private division. Continue reading PDF
Marco Paolucci, since March 2022, is the Head of Investments of Intesa Sanpaolo Wealth Management, the bank of the Intesa San Paolo Group focused on Wealth Management services for italian and international clients. As part of his professional duties, Marco holds the role of manager of delegated portfolios and advisory for customized strategies.
He also holds the role of Chairman of the Investment Committee and Head of Marketing.
From 2015 to February 2022 Marco has worked for Indosuez Wealth management. The private bank of Credit Agricole Group as:
• Head of the European Advisory team for Indosuez Wealth Management
• Head of the European Investment Team for Indosuez Wealth Management
• Member of the Global Investment Committee of Indosuez Wealth Management
From 2000 to 2015, Marco had previously worked in the Intesa San Paolo Group, holding various positions within the bank based in Luxembourg:
• Chief Executive Officer of Lux Gest Asset Management, an asset management company of the Group authorized for both UCITS and AIFMD regulatory platforms
• Chief Investment Officer for Intesa San Paolo Luxembourg
Marco holds a magna cum laude degree from the University of Parma.
Several international training courses at the University of Utrecht in the Netherlands, at the Bocconi University in Milan, at the EDHEC Institute in London and an Executive Certificate in Wealth Management at the University of Luxembourg have completed his professional curriculum.
Italian mother tongue with Italian-Luxembourgish nationality, he is fluent in French, English, and Spanish.
Ermanno Petruzzi, since March 2022, is Co-Head of Private Banking of Intesa Sanpaolo Wealth Management,
the bank of the Intesa Sanpaolo Group focused on Wealth Management services dedicated to italian and international clients.
From 2016 to February 2022 Ermanno worked for Indosuez Wealth Management, the private bank of the Credit Agricole Group as:
• Head of Wealth Management & Private Banking Italian market
• Member of the Commercial Department
From 2008 to 2016, Ermanno held various positions in the Intesa Sanpaolo group in Luxembourg with commercial and management responsibilities, specifically as Senior Relationship Manager Wealth Management & Private Banking and Head of Private Banking Relations and Administration.
Before joining the Intesa San Paolo group, Ermanno gained a wide and significant experience in the field of private banking.
In the period from 1992 to 2008, he worked in various Luxembourg banks including:
• Banca Lombarda
• Credito Emiliano
• Banque Générale du Luxembourg
• Banca Popolare Emilia Romagna
Ermanno earned a bachelor’s degree in Economics and Commerce from the State University of Bari. He is a native speaker of Italian with an Italian-Luxembourgish nationality and he works fluently in French and English.
Francesco Molaro, since March 2022, is Co-Head of Private Banking of Intesa Sanpaolo Wealth Management, the bank of the Intesa Sanpaolo Group focused on Wealth Management Services performed in Luxembourg for Italian and international clients.
With the Intesa Sanpaolo Group since 2005, he has been working for Intesa Sanpaolo Bank Luxembourg, with different commercial and management responsibilities. He covered several businesses within the Corporate and Investment Banking Division of the Group.
From 2009 to 2014, he also served as Director and General Manager of Lux Gest Asset Management, an asset management company of the Group authorised for both UCITS and AIFMD regulatory platforms. He has also represented Intesa Sanpaolo Group in the board of directors of several investment funds.
Prior to joining the Group, Francesco worked for JPMorgan Group in Luxembourg, first for the Bank and then for the Asset Management Company as Key Client Executive.
Born in Rome, he graduated in Economics and Business from LUISS University of Rome. Native Italian speaker with bilingual proficiency in English and French.
Bruno Alfieri is the Chairman of Fideuram Bank (Luxembourg)’s Board of Directors.He has gained a long significant experience in the Intesa Sanpaolo Group (former Sanpaolo-IMI), that he joined in March 1991 as a trainee in IMI Bank (Lux) S.A.His last position was as CEO of Eurizon Capital S.A. from July 2015 until June 2018. Previously he was General Manager of Fideuram Bank (Luxembourg) (01 – 06/2015), General Manager of Fideuram Gestions (10/2007 – 12/2014) and General Manager and Director of Fideuram Asset Management Ireland (10/2002 – 09/2007).
Bruno holds a magna cum laude Master in Economics and Banking from Università degli Studi di Siena. He speaks English, French and Spanish, in addition to Italian.
Emilio Carugati, since April 2021, is the General Manager Intesa Sanpaolo Wealth Management, the bank of the Intesa Sanpaolo Group focused on Wealth Management Services performed in Luxembourg for Italian and international clients.
Since the 31st of March 2020, Emilio is also Director and member of the Board of UBI Trustee SA, the Luxembourg Trust Company of UBI Group.
Betweeen 2020 and 2021 Emilio worked for UBI Group, where he had the position of Head of the UHNW unit, managing Wealth Management services for the most important Private clients of the Bank.
Before UBI Emilio spent almost 14 years (2006-2019) within UBS group, with responsibilities in both Commercial and Management roles with both domestic (Italy) and international (Europe) geographic focus.
In particular he took the following roles:
Prior to joining UBS Emilio worked for almost 10 years at The Boston Consulting Group (1997-2006), in the Milan office. He has been one of the founders of both the Wealth Management and the Technology practice for the Milano office.
After graduation he spent two years (1995-1996) in Siemens Telecomunicazioni SpA with the role of Product Manager in the Strategic Marketing unit.
Emilio holds a magna cum Master of Science in Electronic Engineering from Politecnico di Milano. He also received a Master in Business Administration from IMD in Lausanne, Switzerland. He speaks fluent English, in addition to his native Italian.