Upcoming 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.
Events
Financial Education
The latest EFG Gamma Foundation event
Wealth with Aim: Giving Back through Strategic Philanthropy
Thursday 30 October 2025 at 19:00hrs CET

As companies work towards the goals set out in the 2030 Agenda for Sustainable Development, private philanthropy remains key in enabling them to provide targeted resources, guidance and support to many communities. Against this backdrop, strategic philanthropy, which is defined as the intentional and thoughtful integration of charitable giving into a firm’s business strategy and values, has emerged as an important concept. By integrating social impact with specific goals, it transforms philanthropy from simple donations into purposeful investments.
In line with its mission to promote discussions and foster greater knowledge and understanding of current or forward-looking topics, with this new conference the EFG Gamma Foundation brought together together a panel of experts including Eric Berseth (Founder & CEO, Philanthropy Advisors), Maria Leistner (Board member EFG International and Vice Chair Switzerland for UNHCR), Franco Polloni (Head of Switzerland & Italy Region, EFG International) and Umberto Callegari (Entrepreneur and Founding Partner of Askéon Capital) to explore the challenges and opportunities of strategic philanthropy. In particular, the conference contributed to a better understanding of strategic philanthropy and its benefits, showing that nowadays it is not merely about donating money. Instead, it is increasingly designed to create sustainable impact that aligns the values and long-term social and financial goals of companies and individuals.
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.



















