Our contributions

10 November 2026

AI meets skills development. And professional practice picks up the pace

A contribution by the Excellence Education/Concentric TeamIn the previous article, we asked ourselves how AI is changing the work of financial advisers, managers and sales networks. The conclusion was…

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04 November 2026

AI and Business Development: panacea, placebo or poison pill?

A contribution by the Excellence Education/Concentric TeamThe sales departments of banks, financial advisory networks and insurance advisory networks are investing increasingly in artificial intellige…

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27 October 2026

Supplementary pensions: an opportunity not to be missed

An article by Antonello Di Mascio, Chief Research Officer, and Francesco Minelli, Senior Advisor Insurance & Wealth Management, Gruppo Excellence, for the October 2026 issue of the monthly magazin…

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14 October 2026

Antonello Di Mascio: "Being a generalist is no longer enough"

An interview to Antonello Di Mascio, Chief Research Officer of Gruppo Excellence, published on Wall Street Italia magazine In recent years, Italian private banking has been undergoing a major transfor…

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23 September 2026

Private Markets: positioning and outlook for supporting the Country

by Antonello Di Mascio (Chief Research Officer, Gruppo Excellence) and Alessandro Mattioli (Manager, Gruppo Excellence)Building a long-term investment portfolio today requires a more sophisticated app…

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21 September 2026

The client is never just a target

by Francesco Minelli Senior Advisor Insurance & Wealth Management at Excellence ConsultingFor years, financial marketing has thought in terms of segments. Age, wealth, profession, geographical are…

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