Rothschild & Co nomme un responsable pour l’activité Wealth Management en Italie (en anglais uniquement)
Rothschild & Co is delighted to announce the appointment of Paola Volponi as head of Wealth Management in Italy. Paola will be based in Milan working alongside Andrea Battilani, the CEO. Paola has more than 25 years’ experience in the financial services industry, working closely with private clients, entrepreneurs and financial intermediaries, having started her career in M&A, specialising in Corporate Finance before moving into Wealth Management.
Paola has recently graduated from the Advanced Management Program at INSEAD. Between 2011 and 2020 she worked for UBS Wealth Management in various roles as a Managing Director, Segment Head Global Financial Intermediaries and, prior to that, Head of UHNW Italy. Before joining UBS, Paola worked at J P Morgan for 17 years (1994-2011). She began her career there, working in Corporate Finance and M&A in both Milan and London, she was then responsible for setting up the Private Client Advisory business and for building relationships with entrepreneurs.
Helen Watson, Co-Head of Rothschild & Co’s Wealth Management business says: “We are thrilled that someone with Paola’s exceptional expertise has chosen to join us as we take the business to the next stage.
“Paola’s appointment strengthens our existing successful and talented Italian team, at the same time as demonstrating Rothschild & Co’s commitment to grow our European Wealth Management business and enhance our offering in key markets where we already have an established network and reputation.”
Andrea Battilani, CEO, Wealth Management, Italy, says: “We have experienced a steady growth in assets as both existing and new Italian clients entrust us with their wealth. Paola’s experience assisting private clients and her impressive network, combined with her background advising entrepreneurs across both their wealth management needs and M&A transactions, make her a perfect fit to head up our client facing teams in Italy as the business gains momentum.”
Paola Volponi says: “I am delighted to be joining a firm with Rothschild & Co’s strong business track record and reputation. I look forward to collaborating with the existing Wealth Management team and colleagues across our Asset Management, Global Advisory and Merchant Banking divisions in Italy to support existing clients and bring the firm’s distinctive wealth-preservation approach to a wider audience.”
Rothschild & Co has been established in Italy for 25 years and launched its Wealth Management business in Milan in 2014, becoming a fully licensed SIM (Italian investment firm) in 2019.
Rothschild & Co offers independent advice, discretionary investment management and advisory services to UHNW families, entrepreneurs, charities and foundations. The firm has a strong European Wealth Management platform across core strategic markets: Belgium, France, Germany, Italy, Luxembourg, Monaco, Spain, Switzerland and the UK.
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For further information:
Rothschild & Co
Tel: +44 7703 715 763
Image Building (Italy enquiries)
Tel: +39 02 89011300
About Rothschild & Co, Wealth Management
Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.3 600 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Merchant Banking.
Rothschild & Co’s Wealth Management business provides investment management services to a wide range of families, entrepreneurs, charities and foundations. The Rothschilds are one of the few families to have successfully preserved their wealth over seven generations, so we understand the issues wealth owners must address. We believe preservation first is the right approach to managing wealth and our distinct, long-term perspective sets us apart, making us a secure home for their assets. Wealth & Asset Management offices are in Aix-en-Provence, Birmingham, Brussels, Dusseldorf, Frankfurt, Geneva, Grenoble, Guernsey, London, Manchester, Marseille, Milan, Monaco, New York, Paris, Toulouse and Zurich. Wealth & Asset Management assets total more than €95 billion across the group.