KEY INVESTOR INFORMATION DOCUMENT – KIID – LIBRARY

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Access to this site, as well as the distribution of investment funds (which includes UCITS), is restricted or even prohibited in some countries. Consequently, you are asked to check and comply with the said restrictions or prohibitions so as not to infringe the rules applicable in the country in which you are a resident or a national.

2. NO RESPONSIBILITY

The information on this site is provided purely for information purposes by a specialist service provider who is not a member of the Intesa Sanpaolo Group. Consequently, Intesa Sanpaolo Wealth Management S.A. gives no undertaking and accepts no responsibility for the accuracy, exhaustive nature, precision, up to date nature and updating of the information disseminated via this site.

3. NO GUARANTEE OR UNDERTAKING AS TO FUTURE PERFORMANCE

The future performance of an investment cannot be deduced from a previous market value, which means that the value of an investment can rise or fall. Good performance in the past is no guarantee of future good performance. Intesa Sanpaolo Wealth Management S.A. gives no undertaking or guarantee of performance in respect of any specific investment.

4. NO OFFER OR SOLICITATION

The information disseminated on this site does not constitute advice, or an offer or solicitation to buy or sell financial instruments, investment funds, or to conclude transactions of any kind.

5. GENERAL INFORMATION

The information disseminated on this site is of a general nature and not specifically appropriate to your personal situation.
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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.