Wealth Management Roundtable Milan

We are delighted to invite you to an exclusive roundtable discussion on Wealth Management to explore opportunities and address challenges in the field of wealth management.

This roundtable promises to be an engaging and insightful platform to share expertise, discuss emerging trends, and network with like-minded professionals. Topics will include:

2025 Strategies for Wealth Management Outlook & Trends
Innovation and AI in the transformation of the wealth space
Future of Wealth Management

We believe your insights and experiences would add tremendous value to this dialogue during this conference and the post event cocktail lunch.

Event information - Finished

Agenda

Time : 11:00 - 11:15

Registration

Time : 11:15 - 11:20

Welcome and introduction (session in Italian)

Filippo Di Rienzo, Account Director, Italy & Iberia, LSEG

Time : 11:20 - 11:50

Fireside Chat: 2025 Strategies for Wealth Management Outlook & Trends (session in English)

Prajesh Manglani, Global Solutions Director, LSEG

Paola Visco-Ricci, Aladdin Wealth, Head of Relationship Management, BlackRock

Time : 11:50 - 12:15

FTSE Russell delivering passive and active Wealth Solutions in an ever-changing world (session in English)

Ambrice Miller, EMEA Head of Asset Owners & Wealth Distribution, FTSE Russell

Time : 12:15 - 12:35

Innovation and AI in the transformation of the wealth space (session in English)

Stephane Mourani, Senior Business Consultant, Innovation & Analytics, LSEG

Time : 12:40 - 12:55

Wealth Management future looking with demonstration (session in Italian)

Filippo Cambieri, Propositions Specialist, LSEG

Duy Trong, Sales Director, Financial.com

Time : 12:55 - 13:00

Closing thoughts and take aways (session in Italian)

Filippo Di Rienzo, Account Director, Italy & Iberia, LSEG

Time : 13:00 - 14:00

Networking lunch

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