Paolo Marchesini

It was a privilege to present Caleffi Wines’ vision at the Forbes Italia Private Banking Awards 2024, an event that celebrates global leadership, innovation, and excellence in the financial sector. Our participation underscored our commitment to sustainability, exclusivity, and the strategic integration of artisanal craftsmanship with forward-thinking innovation. For a company aspiring to sustained excellence, finance represents a value-driven architecture that underpins every process. Our financial model supports organic, strategic growth while ensuring operational excellence across the value chain. This approach enables us to maintain the highest standards of quality and sustainability, empowering innovative projects that align with our values. Partnerships with leading institutions in banking and finance have equipped us with advanced market insights and expertise, allowing us to identify strategic opportunities and build a resilient, adaptable structure capable of navigating a dynamic global market. The wine industry is undergoing profound changes—shifting consumer preferences, climate challenges, and increased global competition. Caleffi Wines responds with a clear strategy: consolidating its presence in key international markets while preserving the artisanal integrity and exclusivity that define its wines. Sustainability remains central to our mission. By integrating biodynamic practices and ESG principles, we produce wines that reflect a balance of tradition and innovation, addressing the growing demand for ethical, high-quality products. Exclusivity for us extends beyond our wines to the experiences we offer. Through immersive wine hospitality, we create meaningful connections with our terroir, curating every detail to deliver a refined and memorable journey for discerning connoisseurs. The Forbes Private Banking Awards highlighted our ongoing dedication to sustainable luxury and its commitment to setting new benchmarks in quality, innovation, and authenticity. Forbes Italia | Caleffi Wines

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Read this interesting article. It’s in Italian but easy to translate with today tools. Interesting prospective of wine investment. Not only major Domain, Chateau, House or Wineries. Look deep. Many alternative asset class are experiencing something similar. There are always good opportunities

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The CJEU's decision in Case C-429/23 seems to be at odds with the Italian tax authorities' interpretation of the time limits for VAT deduction in the case of a supplementary VAT return. However, in our opinion, as the Italian VAT deduction rule differs from the Bulgarian one, the principles set out in the 2018 tax authorities' circular letter 1/E are still valid. English version at the following link: https://lnkd.in/eszwmkSY #PwCTLS #PwCTLSVAT

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Our company WMM Group won the DocuWare Digital Leaders Award 2024! The introduction of the DocuWare document management system has completely changed our internal work flows, our organization and the interaction with our external partners (clients and service suppliers) #digitalization #wealthmanagement #wealthplanning

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Un nuovo deal nell'energia per CDI Global Italy. A new deal in the energy industry for CDI Global Italy.

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China economy is not recovering as quick as expected, home prices are still going south, real estate counts for over 70% of the average family wealth ….more QE is needed! European economy is clearly slowing down, the ECB cut the interest rate for a third time in a row Is that enough to avoid a sharp recession? Probably not! Us economy seems to be in a good shape, retail sales were stronger than expected, the consumer keeps spending…apparently a goldilocks situation However the US debt is at record high and the cost for serving the debt appears to be unbearable in the medium term Pls find enclosed our macro review of the week WMM Group #debt #wealthmanagement

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For the 6th year in a row EQUITA is organizing the Italian Champions conference in London on Oct 3rd. Since we started advertising the so called #ItalianChampions i.e. companies able to report consistent revenues/earnings growth regardless by the Italian macro & political volatility, the basket enjoyed a massive re-rating thanks to a growing interest from international investors ready to support and become partner with top management with a clear Long Term Growth strategy, either organically or as a compounder. Considering recent market meltdown, many of the Italian champions have been suffering a significant derating, in many cases by far superior than any earnings downgrade, hence offering the possibility to investors to meet Top Management and assess if and by how much current uncertainties are really impacting their strategies and initiatives. After Euronext decided to cancel the Star Conference in London, EQUITA has been promoting such initiative considering how much UK investors are focused on such high quality companies Looking forward to seeing you there.

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Lemanik #presscoverage "China’s fiscal measures reduce the likelihood of a recession in the US and Europe." Click the link below to read the full article with the last Andrea Scauri's view published on Blurating.com. #finance #fund #economy #investment #opportunity #capital #strategy #assetallocation https://lnkd.in/d4VByC9c

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Timely topics for the foreseeable future...

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Sustainable Fitch overview on the Italian market based on our recent analyses... Please have a look at some takeaways and sign up for our analytical webinar Wed May 8th at 3pm CEST to go deeper ... see you soon! https://lnkd.in/dKg3SDB2 #ESG #sustainability #Italy Sustainable Fitch

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One more in the bucket. Deal done ✅ Thanks to the ESG Due Diligence team of the Climate Change and Sustainability Services (CCaSS) of EY.

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A difficult juncture: structural challenges and contingent uncertainties. Italian manufacturing needs to renew a bet and investment on the future to strengthen its competitive edge in the face of increasing ordeals

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🌍 ICFOA Works to Set Global Standards for CFOs ICFOA is working to create a global standard for CFO certification, ensuring CFOs have a clear, consistent set of skills to succeed. Our Italian member association, ANDAF - Associazione Nazionale Direttori Amministrativi e Finanziari and UNI (Italy’s qualifications authority) developed a CFO competency framework for Italy. This initiative led to the European Committee for Standardization (CEN) considering and accelting the project to set formal CFO standards across the EU. ICFOA has been accepted as the CEN liaison organization, and we are engaging with standards bodies worldwide to bring this model to the global stage. For the ICFOA member associations not yet part of the CEN process ANDAF - Associazione Nazionale Direttori Amministrativi e Finanziari has arranged an iformation session on how to start the process in your European country and how to participate with CEN. Date: 19 November 2025, Time: 03:00 - 04:00 CET Venue: Teams meeting https://shorturl.at/mqrXG #CFO #ICFOA #GlobalStandards #FinanceLeadership

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Today is the National Made in Italy Day. An important opportunity to think about how the excellence of Italian products should be protected, valorised and above all promoted, so that it can be increasingly better known and recognised internationally. As Parmacotto Group, we are very proud to represent the Italian food supply chain, carrying on a tradition that combines craftsmanship and innovation to offer genuine products of the highest quality. We have launched many strategic projects to extend our presence in foreign markets, keep the prestige of Made in Italy alive and bring our country's know-how to tables all over the world. The value of food export is impressive. According to Istat data on foreign trade 2023, Italian exports exceeded 21 billion euro last year, an 8% increase over the previous 12 months. It is therefore clear that alongside the economic and planning efforts that each company must make in this regard, an institutional contribution is essential to support the competitiveness of Italian companies globally. For example, through the creation of networks and business partnerships in order to facilitate access to international markets and the introduction of concrete tax relief measures to support this important work of internationalisation.

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⌛️When companies break free from outdated practices, everyone wins. Employees thrive. Businesses grow. It’s time to BRAIK the CHAINS 🛠️- together. ⌛️Quando le aziende si liberano dalle pratiche obsolete, tutti ne traggono beneficio. I dipendenti prosperano. Le imprese crescono. È il momento di spezzare le catene BREAK the CHAINS 🛠️ - insieme.

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🚀 ITALY: Impressive Growth in the Food Service Sector at Shopping Centers! 🍴 In 2023, the turnover from food services in shopping centers reached €5.6 billion, marking a significant increase in their contribution to the total revenue of these complexes, rising from 9.7% to 11.2%. 📈 Global Trends and Future Outlook: Globally, the food service market continues to expand, with a forecasted annual growth rate of +3.8% through to 2028. Italy remains a key player with a 3% share of the global market and still positive growth prospects. 💡 A Time of Opportunity: These figures represent a clear indication of the opportunities available in the food service sector, both in terms of expansion and innovation. An ideal time for investors and industry operators to plan their future strategies. #FoodService #ShoppingCenters #BusinessGrowth #MarketTrends #InvestmentOpportunities https://lnkd.in/d47q97mp

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The #WealthManagement division, of which RAM Active Investments is part, contributed to the Mediobanca Group’s 1Q FY 2024-25 results with TFAs of €103bn (up 16% YoY). NNM, near best sector levels, totalled €2.6bn, reflecting a significant improvement in the mix (AUM €1.3bn) plus synergies with the Group's distribution networks and product factories. Thus Wealth Management, a priority area for growth in the 2023-26 Strategic Plan, reported increases at both top- and bottom-line levels (€228m and approx. €53m respectively), driven primarily by fee income (up 15% YoY)

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Perché non è importante solo COSA. Conta il COME e, soprattutto, il PERCHE'. Because it's not just WHAT that matters. What matters is the HOW and, above all, the WHY. #Prontodanno.it #personainjuries #litigationfinance #risarcimento

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The path of an inflation decline seems to be intact in the US and in Europe The IFO index in Germany surprised positively, suggesting that the economy might stabilize from the current quite depressed levels However it is highly possible that the ECB will have to cut quicker than the FED And everyone is expecting the results of the US elections …. For more details pls find enclosed our weekly macro review WMM Group #wealthmanagement #assetmanagement #macroeconomy

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