Nicola Mauri, at the Lugano Finance Forum - Lugano

We are pleased to share the participation of our CIO, Nicola Mauri, at the Lugano Finance Forum – Lugano, where he joined the panel “The Great Private–Public Market Convergence”—a great discussion on one of the most significant shifts shaping our industry.

Nicola was honoured to speak alongside outstanding professionals:
🔸 Andrea Mognon, CFA, Banca Zarattini & Co.
🔸 Roberto Travella, Travella and Partners Ltd
🔸 Sebastian Krejci, WTW
with the session expertly moderated by Jodi Pettersen, 100 Women In Finance.

During the discussion, Nicola highlighted how investors are increasingly moving toward truly integrated portfolios, going beyond standalone products and embracing global frameworks such as the Total Portfolio Approach (CAIA).

Key insights shared include:
• clients are increasingly seeking institutional, customized solutions rather than simple investment products;
• the focus must be on liquidity, product structure, and long-term objectives;
• value creation relies on dedicated funds and tailor-made solutions built around the outcomes clients want to achieve.

The key takeaway?
The most meaningful convergence is not between public and private markets, but between the real needs of investors and effective, sustainable solutions.

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