MasterClass: Fundamentals of Wealth Management: objectives, constraints and market volatility

This master class is intended to help participants understand how professional advisors manage their clients’ money to derive the maximum benefit in line with their specific risk tolerance. We will do so outlining the entire flow of the portfolio management process, from formulating an investment policy to portfolio construction. Prof. Paolo Giancane, CFA will also address the process of capital market expectations within wealth management, a critical step even more important in times of extreme volatility.

Paolo Giancane, CFA, is a veteran investment banker, serial angel investor in disruptive sectors and advisor to institutional clients in overseas investments.
Paolo has been exposed to the Chinese market since 2005 and has participated in several equity financings on behalf of Chinese clients and advised European clients in prospective investments in China as well as divestitures of European assets to Chinese buyers.

He worked at Lehman Brothers in New York and London from 1997 through 2002 in the corporate finance and leveraged finance teams. He was a Director at UniCredit Investment Banking in Milan, Beijing and Hong Kong from 2002 through 2009 and partner at MountFlag Capital in Hong Kong afterwards.

Currently, he is an investor and advisor, among others, in eLegere.com, a cutting-edge software house designing data collection and data integration B2B solutions aiming international expansion, and Letsell.com, an online direct sales digital platform about to expand across key European markets.Paolo holds a MSc in Finance from London Business School and a BA Degree from Bocconi University in Milan. He teaches executive programs for top class investors (i.e., PIF, the Saudi SWF) and industry players (i.e., Saudi Telecom Company, BNP Paribas, NTT Data), master programs at IE Business School and IE School of Architecture, and gives on-the-ground master classes worldwide.Paolo Giancane holds the CFA designation.