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Insights

Young audience Plans to launch a phygital platform Fideuram Direct to attract a younger client base, presenting an opportunity to offer digital onboarding, youth-focused financial education, and integrated online wealth management services.

Wealth tech Leverages a modern tech stack including AWS, WordPress, MySQL, Shopify, SendGrid, Twilio, Office 365 and Google tools, enabling scalable digital marketing, CRM, client communications, and seamless client experience enhancements.

Luxembourg footprint Luxembourg-based UCITS SICAV portfolio management with Universal Investment as ManCo indicates a strong platform for cross-border funds services, creating cross-selling potential for UCITS products and fund administration services.

Leadership shifts Recent CEO appointment and planned chair succession signal strategic evolution; opportunities exist to align offerings with governance, executive advisory, and enterprise-wide wealth management solutions during leadership transition.

Revenue potential Relatively small revenue band suggests high-growth potential via premium advisory, structured product innovations, succession planning services, and expanded family office capabilities to scale with client wealth.

Similar companies to Intesa Sanpaolo Wealth Management S.A.

Intesa Sanpaolo Wealth Management S.A. Tech Stack

Intesa Sanpaolo Wealth Management S.A. uses 8 technology products and services including Amazon Web Services, WordPress, MySQL, and more. Explore Intesa Sanpaolo Wealth Management S.A.'s tech stack below.

Intesa Sanpaolo Wealth Management S.A.'s Email Address Formats

Intesa Sanpaolo Wealth Management S.A. uses at least 2 email formats:
Intesa Sanpaolo Wealth Management S.A. Email FormatsExamplePercentage
First.Last@cbpquilvest.comJohn.Doe@cbpquilvest.com
99%
FirstLast@cbpquilvest.comJohnDoe@cbpquilvest.com
1%

Frequently Asked Questions

What is Intesa Sanpaolo Wealth Management S.A.'s phone number?

Minus sign iconPlus sign icon You can contact Intesa Sanpaolo Wealth Management S.A.'s main corporate office by phone at
+352-27-0****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Intesa Sanpaolo Wealth Management S.A.'s official website and social media links?

Minus sign iconPlus sign iconIntesa Sanpaolo Wealth Management S.A.'s official website is intesasanpaolowm.lu and has social profiles on LinkedIn.

How much revenue does Intesa Sanpaolo Wealth Management S.A. generate?

Minus sign iconPlus sign icon As of October 2026, Intesa Sanpaolo Wealth Management S.A.'s annual revenue is estimated to be $1M - $10M.

What is Intesa Sanpaolo Wealth Management S.A.'s NAICS code?

Minus sign iconPlus sign iconIntesa Sanpaolo Wealth Management S.A.'s NAICS code is 52211 - Commercial Banking.

How many employees does Intesa Sanpaolo Wealth Management S.A. have currently?

Minus sign iconPlus sign iconAs of October 2026, Intesa Sanpaolo Wealth Management S.A. has approximately 202 employees across 4 continents, including Europe, North America and Asia. Key team members include Ceo: S. A., Chief Executive Officer: M. H. and Chief Operating Officer: M. R. Explore Intesa Sanpaolo Wealth Management S.A.'s employee directory with LeadIQ.

What industry does Intesa Sanpaolo Wealth Management S.A. belong to?

Minus sign iconPlus sign iconIntesa Sanpaolo Wealth Management S.A. operates in the Banking industry.

What technology does Intesa Sanpaolo Wealth Management S.A. use?

Minus sign iconPlus sign iconIntesa Sanpaolo Wealth Management S.A.'s tech stack includes Amazon Web Services, WordPress, MySQL, Shopify, SendGrid, Twilio, Office 365 and Google Search Console.

What is Intesa Sanpaolo Wealth Management S.A.'s email format?

Minus sign iconPlus sign iconIntesa Sanpaolo Wealth Management S.A.'s email format typically follows the pattern of First.Last@cbpquilvest.com. Find more Intesa Sanpaolo Wealth Management S.A. email formats with LeadIQ.
Intesa Sanpaolo Wealth Management S.A. logo

Intesa Sanpaolo Wealth Management S.A.

BankingLuxembourg, Luxembourg201-500 Employees

Intesa Sanpaolo Wealth Management S.A. is a Luxembourg-based wealth management firm operating within the banking sector. It provides a comprehensive suite of services, including portfolio management, a range of structured products, and advisory support for asset structuring, as well as guidance on succession planning and transfers of businesses. The firm relies on a team with diverse expertise to serve clients with integrated wealth management needs. 

Its client base comprises individuals and families seeking long-term wealth planning and asset management, with attention to succession and intergenerational transfers. The company is part of Luxembourg's banking landscape, described as a mid-sized player in the local financial services community. In 2026, it announced plans to launch Fideuram Direct, a phygital platform intended to attract a younger client base.

Section iconCompany Overview

Phone number
+352-27-0****
Website
intesasanpaolowm.lu
NAICS Code
52211 - Commercial Banking
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Intesa Sanpaolo Wealth Management S.A.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Ceo at Intesa Sanpaolo Wealth Management S.A.
    S. A.
    Ceo
    Mobile Phone
  • Chief Executive Officer at Intesa Sanpaolo Wealth Management S.A.
    M. H.
    Chief Executive Officer
    Mobile Phone
  • Chief Operating Officer at Intesa Sanpaolo Wealth Management S.A.
    M. R.
    Chief Operating Officer
    Mobile Phone
  • Chief Compliance Officer at Intesa Sanpaolo Wealth Management S.A.
    A. B.
    Chief Compliance Officer
    Mobile Phone
  • Chief Information Security Officer & Data Protection Officer at Intesa Sanpaolo Wealth Management S.A.
    C. L.
    Chief Information Security Officer & Data Protection Officer
    Mobile Phone

Employee Directory

  • Chief Information Security Officer & Data Protection Officer at Intesa Sanpaolo Wealth Management S.A.
    C. L.
    Chief Information Security Officer & Data Protection Officer
    Mobile Phone
  • Chief Risk Officer - Director at Intesa Sanpaolo Wealth Management S.A.
    J. S.
    Chief Risk Officer - Director
    Mobile Phone
  • Ceo at Intesa Sanpaolo Wealth Management S.A.
    S. A.
    Ceo
    Mobile Phone
  • Chief Executive Officer at Intesa Sanpaolo Wealth Management S.A.
    M. H.
    Chief Executive Officer
    Mobile Phone
  • Deputy Chief Executive Officer at Intesa Sanpaolo Wealth Management S.A.
    E. C.
    Deputy Chief Executive Officer
    Mobile Phone

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