Rothschild & Co appoints the Head of Wealth Management in Italy

Rothschild & Co, one of the largest independent financial advisory groups in the world, announces the appointment of Paola Volponi (photo) to the head of Wealth Management in Italy. Volponi will be based in Milan and will report directly to CEO Andrea Battilani. With more than 25 years of experience in the financial services sector, Paola Volponi has worked closely with private clients, entrepreneurs and financial intermediaries, first in the sector of Corporate Finance and M&A, where she specialized, then in the Wealth Management sector. . Between 2011 and 2020 he worked for UBS in various roles, Managing Director, Segment Head Global Financial Intermediaries and, before that, Head of UHNW Italy. Before joining UBS, she was with JP Morgan for 17 years (1994-2011), operating in Corporate Finance and M&A both in Milan and London, then becoming responsible for the creation of the Private Client Advisory business assisting entrepreneurs and their companies in extraordinary finance operations in Italy. In 2021 Paola Volponi completed the prestigious INSEAD Advanced Management Program.

Helen Watson, Co-Head of Wealth Management at Rothschild & Co, commented: “We are thrilled that someone with Paola’s exceptional experience has chosen to join us at an important time of business growth. Her appointment goes. to strengthen our current Italian team of talented professionals, while demonstrating Rothschild & Co’s commitment to grow the wealth management business in Europe and to develop our offering in key markets where we already have a network and a consolidated reputation “.

Andrea Battilani, CEO, Wealth Management, Italy, said: “We have seen steady growth in assets as both our historical Italian clients and new ones entrust us with their assets. Paola’s experience in consulting to private clients and her important network of relationships, combined with her experience with entrepreneurial realities and knowing how to respond to their needs both in wealth management and M&A, make her the perfect person to lead our teams that directly follow customers in Italy, giving impetus to the whole business “.

Paola Volponi added: “I am happy to become part of a reality with the experience and reputation of Rothschild & Co. I look forward to collaborating with the Wealth Management team and with the other colleagues of our Asset Management divisions. , Global Advisory and Merchant Banking in Italy to support customers and at the same time attract new ones by expanding our target audience, always with the approach that distinguishes us, that of heritage conservation “.

Rothschild & Co has been present in Italy for 25 years and launched its Wealth Management business in Milan in 2014, becoming a fully licensed SIM in 2019. Rothschild & Co offers independent advice, discretionary investment management and advisory services to families UHNW, entrepreneurs, charities and foundations. The company operates through its European Wealth Management platform in the main strategic markets: Belgium, France, Germany, Italy, Luxembourg, Monaco, Spain, Switzerland and the United Kingdom.

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