Luca Bonifazi

MANAGING DIRECTOR

After a couple of years of experience in London at Caboto SIM, Luca joined UBI Banca Group in 2006 in retail banking. Starting in 2009, within the Private Division, he held the role of Financial Advisor, dealing with gradually more complex clients. In 2016, he was appointed Head of the Top Private Division’s Private Evolved Advisory Service, contributing to its evolution and spread throughout the Private Market. Starting in 2021, with the integration of UBI Banca into Intesa Sanpaolo, he held the position of Head of Advisory of Intesa Sanpaolo Private Banking. Luca graduated from Bocconi University and later attended an Executive Master’s degree at POLIMI in Milan in “Management of banking companies.” He has served two terms as a director of UBI Banca’s Pension Fund and as a member of the Finance Committee. He was invited to participate in the ISPI Future Leaders Program, a community of Talented Managers under 40 as well as a member of the Technical Committee “Wealth Advisory Private Insurance” of AIPB. Since December 2022 he joined Valori Asset Management as Managing Director Head of Advisory Multi Family Office as well as Head of the Milan Branch. Luca is passionate about all kinds of sports and practices tennis, skiing, swimming, and running.

Luca is passionate about all kinds of sports and enjoys tennis, skiing, swimming, and running.