Family Wealth Planning

Thanks to partnership with UBI Trustee, we can offer you various customised strategies, supporting you in the management and development of family and corporate assets, protecting their value over time.

Our proposals boast solutions meeting the specific needs of organising, managing and protecting your business and family assets.

We perform estate planning, safeguarding the quality of life of the elderly, children and people with disabilities, without overlooking any desire to support and organise philanthropic interests.

Estate planning

We will help you grow your assets, today as well as tomorrow. When you deem it appropriate, our customised solutions for generational change management will be at your full disposal.

We offer step by step help and advice, from identifying the most suitable heirs to oversee your assets and/or your company in full compliance with current legislation.

We also guarantee the organisation and maintenance of long-term family balances and assets, helping you to manage the transfer of responsibility between heirs, whether they are part of your family or outside parties.

We are also at your full disposal for analysing, together with you, rules and tools useful for passing on your valuables, allocating part of your assets, in total safety, for philanthropic purposes

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Family and corporate governance

We are at your full disposal for designing a strategy that supports the unity and prosperity of your family over time.

We want to accompany you in the development of tools and rules that protect the harmony of your family, preventing frictions that could compromise it.

Together with you, we identify transparent, shared rules and mechanisms, allocating corporate roles and positions to guarantee the right balance between family hierarchy and business organisation.

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Asset protection

We protect your personal and family assets from the risks that entrepreneurial, professional or family dynamics could conceal.

Our consultants are highly specialised in the organisation of corporate vehicles, management of trusts, assets, financing and fiduciary registrations; thanks also to the support of dedicated organisations, they will be able to satisfy your every need, ensuring quality, reliability and confidentiality.

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Other solutions

Advisory and investments
Sustainable investments

Marco Paolucci

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

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

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. 

In particular:

  • Head of Wealth Management & Private Banking
  • Relationship Manager – Wealth Management
  • Head of Private Equity
  • Relationship Manager – Investor Services

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 (Taranto, 1964)

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).

EDUCATION

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 (Milano, 1968)

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:

  • Head of Wealth Management Branches Italy (2019)
  • Head of Region North and UHNW Italy (2016-2018)
  • Chief Operating Officer Italy and Iberia and Head of Pricing Europe (2012-2016)
  • CFO and Head of Sales, Segments and Marketing Italy (2010-2012)
  • Branch Head Milano and Bergamo (2006-2009)

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.

EDUCATION

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.