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.
Corporate Treasury & Balance Sheet Management in volatile markets In the fifth episode of the 2026 edition of Gamma Explains, we explore the topic of Corporate Treasury and Balance Sheet management in volatile markets – essential functions and tools for the successful management of liquidity, risks, as well as assets and liabilities for any…
Wealth Planning In the fourth episode of the 2026 edition of Gamma Explains, we explore the topic of Wealth Planning – a customised, individualised process of helping people take care of wealth through different phases, such as wealth creation, management, and transmission. Against this backdrop, Andrea Beltratti (Chairman of the EFG Gamma Foundation and…
Structured Products The third episode of 2026 of Gamma Explains is dedicated to Structured Products – pre- packaged, customized financial instruments, usually issued by banks, that combine a bond component with derivative components to create a specific risk-return profile. Against this backdrop, Andrea Beltratti (Chairman of the EFG Gamma Foundation and Full Professor at…
Private Markets In the second episode of 2026 of Gamma Explains we explore the topic of Private Markets – the asset class including investments in companies or real assets, which are not traded publicly. Against this backdrop, Andrea Beltratti (Chairman of the EFG Gamma Foundation and Full Professor at Bocconi University) and Andre Portelli (Head…
In this Virtual Summit we explored Environmental, Social and Corporate Governance considerations that have a vital role in business, from being a key building block of an asset management investment process, to the cornerstone of entrepreneurial endeavour. We invited a panel of experts to discuss the importance of showing leadership in the space and how…
