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

Franco Polloni is the Head of EFG’s Switzerland & Italy Region. He is also a member of EFG International’s Global Business Committee and a member of the Executive Committee of EFG Bank. Mr. Polloni joined EFG in May 2017 as Head of Central Switzerland, Ticino & Italy Region.

Before joining EFG, Mr. Polloni was Head of Private Clients & Asset Management and Member of the Executive Board of Banca del Ceresio in Lugano, a role he took in December 2014. Between 2008 and 2014, he held various leadership positions at BSI and was Head of Private Banking Switzerland and member of the Group Executive Board from 2008 to 2010. From 2001 to 2008, he worked at Banca del Gottardo, where he was appointed as Member of the Executive Board in 2006 and served as Head Products & Services until the bank’s integration into BSI in 2008. From 1997 to 2001 he has worked for Coopers & Lybrand (later PricewaterhouseCoopers) as manager in tax department advising international corporations and individuals. He began his career in 1993 with Ernst & Young in Zurich.

He holds a degree in business and economics from the University of Zurich and a diploma as a Swiss federal tax expert, a Trust & Estate Practitioner (TEP) and Certified Financial Planner (CFP). Franco Polloni is a Swiss citizen and was born in 1965.

Cloé Jans is a political scientist and Senior Project Leader at gfs.bern, Switzerland’s leading political research institute, where she has been a member of the executive management and media spokesperson since 2019. She studied political science at the Universities of Zurich and Bern, earning a Master's degree in Swiss and Comparative Politics, and holds additional postgraduate certificates in Communication Management and Leadership.

With over a decade of experience at gfs.bern, Cloé Jans specialises in public opinion research, political communication and Swiss direct democracy. Her research focuses on social and youth issues, voting behaviour, health policy and infrastructure topics. She also teaches on opinion formation and public opinion at the University of Zurich and at several universities of applied sciences.

She is a sought-after expert commentator in Swiss media, regularly appearing on television to analyse voting results and electoral campaigns.

Andrea Beltratti is Full Professor in the Department of Finance at Bocconi University, Academic Director of the Executive Master in Finance – EMF at SDA Bocconi School of Management and Chairman of the EFG Gamma Foundation. He has been Chairman of Eurizon Capital until 2024 and of the Management Board of Intesa Sanpaolo until May 2013. 

Andrea has a Ph.D. in Economics from Yale University, where he wrote a dissertation on financial market volatility under the supervision of Prof. Robert Shiller. He has been member of the Board of Directors of EFAMA (European Fund and Asset Management Association), President of the FEDUF (Fondazione per Educazione Finanziaria), and part of Investment Committees of institutional investors.

Andre Portelli is the Head of Investment & Client Solutions and a member of the Executive Committees of EFG International and EFG Bank since 01 February 2024. He is also a member of the
Global Business Committee of EFG International as of the same date.

As Head of Investment & Client Solutions, Andre Portelli is responsible for EFG’s global investment activities, including all discretionary and advisory mandates, research and for the full range of investment funds managed by EFG Asset Management.

Andre Portelli is a senior banking executive with more than 20 years of experience in private banking and investment banking. From 2017 until joining EFG in 2024, he was Global Co-Head Investments
and Global Head Strategic Solutions Group and Private Markets at Barclays Private Bank. Prior to that, he held various senior roles at UBS, including Head of Private Solutions, EMEA, UBS Investment
Bank, from 2010 to 2017. He previously also worked for Nomura and Lehman Brothers in the UK, the UAE and Switzerland.

Andre Portelli was born in 1976 and is a Maltese citizen. He holds a Master in International Economics & Management, Money, Banking & Finance from the Bocconi University Business School, Milan.

Giovanni Sandri been Head of Southern Europe (Italy, Iberia, and Israel) since April 2023. He is a member of both the EMEA Executive Committee and the Global Operating Committee.

Prior to his current role, Mr Sandri served as Country Head for Italy and Greece.

Until 2019, he was Chief Operating Officer of BlackRock in Italy, France, Belgium, and Luxembourg, and a member of the EMEA Operating
Committee. From 2006 to 2009, he held the role of Chief Administrative Officer for the Retail business in Southern Europe (France, Italy, Spain, and
Portugal).

Mr Sandri joined Merrill Lynch Investment Managers in 2005 as Head of Client Service and Administration for Italy. Before joining MLIM, he worked as a Business Analyst and Senior Project Manager in major Italian organizations.

He currently serves as a member of the Executive Committee of Assogestioni, the Cross-Border Asset Management Committee, and as
Deputy Chairman of Assogestioni (since March 2022).

Mr Sandri holds a degree in Engineering from Politecnico di Milano and a professional certification from the SDA Bocconi School of Management.

Luigi Mennini has been Deputy General Manager of Banca Finnat, with responsibility for Commercial and Fiduciary Development since February 2026. After gaining a Law degree in Rome, he went on to obtain a specialisation in International Finance at Pace University School of New York, an MBA (Master in Business Administration) at Luiss Guido Carli University and a CPD (Certificate of Professional Development) at Wharton University of Pennsylvania.

Following an internship in New York at New York State’s Supreme Court – Ninth Judicial District, he worked for several years in London at merchant bank Merrill Lynch Investment Managers in the EMEA Pacific Asset Management division In 2006 he joined Banca Finnat Group, initially working in the Corporate Investors division and then as Head of Financial Planning until 2010.

Since 2008, he contributed to the creation and consolidation of Finnat Gestioni SA, a Swiss asset management company, of which he was a board member and General Manager from 2008 to 2024 and of which he is now Deputy Chairman. In 2010 he became Commercial Director of Finnat Fiduciaria SpA, from 2013 to 2025 he was Managing Director and since 2026 he has been Deputy Chairman.

From 2010 to 2025 he was a subject expert and adjunct professor for the course “Family Business Economics”, first at Luiss Guido Carli University and then at LUMSA University. Since 2025 he has been teaching “Family Business Economics” at the Faculty of Economics
and Business Management at LUMSA University.

Melanie is the Global Head of Sustainable Investing at EFG International, where she leads the sustainable investing strategy, product development, and related content and communication. She
joined EFG in 2017 initially as Swiss Equity portfolio manager and later launched the New Capital Climate Transition Equity Fund, where she serves as Lead Fund Manager. Prior to EFG, Melanie held
various roles at Credit Suisse across Asset Management, Private Banking, and Investment & Trading Solutions.

Melanie holds a Master’s degree in Banking and Finance from the University of St. Gallen (HSG) and has earned the CFA UK Certificate in Climate and Investing. She has also completed executive
programs in Sustainable Finance at the University of Cambridge and Business Sustainability Strategy at the MIT Sloan School of Management.

Andrea Beltratti is Full Professor in the Department of Finance at Bocconi University, Academic Director of the Executive Master in Finance – EMF at SDA Bocconi School of Management and Chairman of the EFG Gamma Foundation. He has been Chairman of Eurizon Capital until 2024 and of the Management Board of Intesa Sanpaolo until May 2013. 

Andrea has a Ph.D. in Economics from Yale University, where he wrote a dissertation on financial market volatility under the supervision of Prof. Robert Shiller. He has been member of the Board of Directors of EFAMA (European Fund and Asset Management Association), President of the FEDUF (Fondazione per Educazione Finanziaria), and part of Investment Committees of institutional investors.

Piergiorgio Pradelli is Group CEO of EFG International and of EFG Bank since 01 January 2018, and is a member of the respective Executive Committees. He is also a member of the Global Business Committee of EFG International, and he holds several non-executive Board positions in other entities directly or indirectly controlled by EFG International.

Prior to his appointment as CEO, Giorgio Pradelli served as Deputy CEO and CFO of EFG International and of EFG Bank from January 2014 and from June 2012, respectively. Before joining EFG International, he was Head of International Operations at Eurobank Ergasias SA and a member of the Executive Committee from 2006 until 2012. Prior to that, he served as Deputy Finance Director for EFG Bank European Financial Group SA in London from 2003 to 2006. In this role, he was involved in major restructuring and strategic initiatives at EFG Bank European Financial Group SA, notably the initial public offering of EFG International in 2005.

Mr Pradelli started his career at Deutsche Bank, where he held a number of senior management positions, including serving as Head of Private & Business Banking in Italy and Head of Business Development for the Private Clients and Asset Management Group in Frankfurt and London from 1991 until 2003.

Mr Pradelli is a member of the Board of Directors of the Association of Swiss Asset and Wealth Management Banks (VAV/ABG) and of the Swiss American Chamber of Commerce in Zurich.

He holds a degree in Economics and Business Administration from the University of Turin, Italy.