BBE brings you the first installment of “Breaking Wealth” with a focus on the particular “Intersection between the Wealth of Families and the Needs of entrepreneurs” led by Paolo Sironi and industry experts Matteo Novelli and Roberto Nicastro! Wealth Management never sounded more insightful featuring the personal journeys and specific touchpoints in each conversation, respectively.
More on the guests:
Roberto Nicastro (Chairman of BoD, AideXa)
Roberto Nicastro, born in 1964, is Chairman of AideXa, Fintech aimed at small business and entrepreneurs as well as an “angel investor” in the Fintech sector. He is also European Advisor to Cerberus Capital, one of the leading Private Equity global funds, specialized in banking and finance and, on behalf of the same fund, Chairman of Officine CST, company managing both performing and non-performing receivables deriving from supplies to public administrations (P.A.). Prior to this, Roberto was also: Board member and Vice-Chairman of UBI Banca (2019-2020); Chairman of the so-called Four Good Banks (Chieti, Ferrara, Etruria, Marche), in charge of their financial restructuring and subsequent divestiture on behalf of the Bank of Italy, in compliance with the BRRD (Bank Recovery and Resolution Directive), the first completed bail-in resolution in Europe (2015-2017). Formerly, Roberto worked for 18 years within Unicredit Group, which he joined in 1997 starting as Planning Manager and becoming its General Manager in 2011. In Unicredit, he was previously in charge of founding and guiding its Central Eastern European leadership as well as of managing the Retail Business. In 2010-2012, Roberto was Chairman of the European Financial Marketing Association and Deputy Chairman of the Italian Banking Association. Beforehand, Roberto worked with McKinsey & Co. and with Salomon Brothers in London. Roberto is married and has two children.
Matteo Novelli (Managing Director, Borletti Group)
Matteo joined Borletti Group in 2013 as a managing director to set up the Asset Management division with Gotzon. Matteo has 15 years of experience as a fund manager and a financial analyst. Prior to joining Borletti Group, Matteo worked for seven years as a portfolio manager at Republic Asset Management and Compagnie Financière de Deauville, for eight years as a financial analyst at Exane BNP Paribas and for two years as an auditor with Mazars. In 2008, he set up his own investment boutique which he then sold in 2013. Matteo graduated from Bocconi University in Milan and holds a Masters from H.E.C in Paris. He speaks Italian, French, English and Spanish.”
Borletti Group: https://borlettigroup.com/