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BEV Capital Attends the Wealth Management Summit 2024 in Milan

BEV Capital had the opportunity to participate in the Wealth Management Summit 2024, organized by We Wealth, on October 14th in Milan. This exclusive event brought together a distinguished group of professionals, including family offices, private bankers, wealth managers, and financial experts, to explore the key trends shaping the future of wealth management.


As a global boutique advisory firm specializing in corporate finance, mergers & acquisitions, and fundraising, BEV Capital was pleased to engage in high-level discussions and gain insights into critical topics, such as:


  • Sustainability and ESG investment strategies, where the emphasis was on how wealth managers are incorporating environmental, social, and governance factors to meet the increasing demand for responsible investing.

  • Technological innovation in finance, highlighting how advancements like AI, blockchain, and fintech solutions are driving transformation in the wealth management space, delivering more tailored and efficient services.

  • Global economic outlook, focusing on how economic trends, inflation, and market volatility impact wealth management strategies and investor decision-making.

  • The role of family offices in today’s market, particularly on issues of intergenerational wealth transfer and the growing interest in impact investing and philanthropy.


We were particularly inspired by the insights shared by leading experts such as Gregorio De Felice, Chief Economist at Intesa Sanpaolo, Carlo De Luca, Head of Asset Management at Gamma Capital Markets, Chiara Frigerio, Executive Director of CeTIF Università Cattolica, and CFO of SIM Family Office, who provided invaluable perspectives on the evolving challenges and opportunities in wealth management.


At BEV Capital, we are committed to staying at the forefront of financial innovation to continue delivering exceptional value to our clients. The Wealth Management Summit 2024 provided an excellent platform for exploring collaborative opportunities and furthering our mission to empower businesses and investors globally.


We look forward to nurturing the relationships formed at the summit and continuing to drive growth for our clients.





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