Latest Live Event

The Great Wealth Transfer: How the next gen is redefining the rules of wealth

Friday 29 May 2026 at 18:00hrs CEST

The wealth management industry is undergoing a pivotal transformation as Gen X, Z and Millennials are redefining its rules. Unlike previous generations, they are digital-first, socially conscious, and seek more than financial returns: they want purpose, values-driven investments as well as personalised strategies.

With this conference, the EFG Gamma Foundation will explore the profound intergenerational shift and examine how the banking sector can bridge the gap by fostering transparency, advancing financial education, and blending human expertise with innovative technology to build trust and lasting relationships.

By convening global experts, we aim to examine the behaviours of the past and new generation of investors and the evolving roles of advisors and technology, deepening our understanding of how the Great Wealth Transfer is reshaping society and the financial landscape.

Friday 29 May 2026 (Times in CEST)
The Virtual Stage
The Virtual Stage
Registration image
17:29 - 18:00
Registration
Welcome and Introduction: Franco Polloni image
18:00 - 18:05
Welcome and Introduction: Franco Polloni
Welcome and Introduction: Franco Polloni image
Franco Polloni
Head of Switzerland & Italy Region, EFG International
Speech: Cloé Jans – The Social View image
18:05 - 18:25
Speech: Cloé Jans – The Social View
Speech: Cloé Jans – The Social View image
Cloé Jans
Political scientist and Senior Project Leader at gfs.bern
Interview: Andrea Beltratti – The Educational View image
18:25 - 18:40
Interview: Andrea Beltratti – The Educational View
Interview: Andrea Beltratti – The Educational View image
Andrea Beltratti
Chairman, EFG Gamma Foundation
Roundtable: Banking & Asset Management Perspectives image
18:40 - 19:10
Roundtable: Banking & Asset Management Perspectives
Roundtable: Banking & Asset Management Perspectives image
Andre Portelli
Head of Investment & Client Solutions, EFG International
Roundtable: Banking & Asset Management Perspectives image
Giovanni Sandri
Managing Director, Head of Southern Europe, Blackrock
Roundtable: Banking & Asset Management Perspectives image
Luigi Mennini
Deputy General Manager, Banca Finnat
Interview: Melanie Beyeler – The Sustainability View image
19:10 - 19:25
Interview: Melanie Beyeler – The Sustainability View
Interview: Melanie Beyeler – The Sustainability View image
Melanie Beyeler
Global Head of Sustainable Investing, EFG International
Closing Remarks:  Giorgio Pradelli & Andrea Beltratti image
19:25 - 19:40
Closing Remarks: Giorgio Pradelli & Andrea Beltratti
Closing Remarks:  Giorgio Pradelli & Andrea Beltratti image
Andrea Beltratti
Chairman, EFG Gamma Foundation
Closing Remarks:  Giorgio Pradelli & Andrea Beltratti image
Piergiorgio Pradelli
CEO, EFG International and EFG Bank
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Promoting discussion, increasing knowledge

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Financial Education

The EFG Gamma Foundation (Global Asset Management Methods and Applications) is a private foundation supported by EFG, which fosters knowledge building and discussions about different fields, particularly from an applied management perspective. Its mission is to promote the development of research and knowledge in asset management and capital markets, the role and form of public regulation in fund management, and governance. EFG Gamma Foundation has organized more than thirty conferences and supported more than fifty research projects. The chairman of the Foundation Board is Andrea Beltratti, Full Professor at the Bocconi University of Milan.