- Start date
- Duration
- Format
- Language
- 8 Oct 2025
- 4,5 days
- Class
- Italian
Orientarsi nel mondo del wealth planning e della governance familiare
Paola Musile Tanzi
Finance
Affiliate Professor
Private Banking and Wealth Management
paola.musiletanzi@sdabocconi.it
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Biography
Paola Musile Tanzi is Affiliate Professor of Banking and Insurance at SDA Bocconi School of Management. She is Full Professor of Economics of Financial Intermediaries at the University of Perugia.
At SDA Bocconi she was Director of the Financial Intermediation and Insurance Area (2006-2012). She has managed research and training projects for important companies.
Her research focuses on: wealth management, the evolution of business models, risk governance, risk culture and the system of internal controls in banks, insurance and investment companies. Currently, she is developing research on the impact of digitalisation on business models in the financial sector and on sustainable investments.
She is the author of books and articles on the subjects she deals with. Her work has been published in important journals such as: Plos one, Journal of Financial Regulation and Compliance; Journal of International Marketing.
She was a member of the Scientific Committee of the European Financial Planning Association (EFPA) in Europe and Italy from 2011 to 2018 and a member of the Scientific Committee of NedCommunity from 2014 to 2022. She is a member of the Education Committee of NedCommunity since 2022 and of the Education Committee of ecoDA. She was a member of the European Securities and Markets Authority (ESMA) Investment Management Standing Committee from April 2013 to December 2016 and from 2017 to 2022 a member of the ESMA Consultative Working Group Investor Protection & Intermediaries Standing Committee (IPISC).
She was Visiting Professor at Université Paris Est Créteil Val de Marne (France). She was an independent advisor at ITAS Assicurazioni from 2012 to 2015, at Cassa Lombarda Spa from 2013 to 2023 and at Sella SGR from 2016 to 2021. She is currently an independent advisor at Acinque, a listed multi-utility since July 2018 and at Centotrenta servicing spa since 2021.
Paola obtained a degree in Economics from the University of Parma and a PhD in Business Economics at Bocconi University.
Teaching domains
Private Banking
Financial Regulation
Personal Financial Planning
Compliance Management
Financial Institutions
Latest publications
Covenant-lite agreement and credit risk: A key relationship in the leveraged loan market
Research in International Business and Finance, 2024, vol.70, pp.102377
On the Relationship between Financial and Sustainable Variables: Insights from Graphical Gaussian Model
Journal of Financial Management, Markets and Institutions, 2024, pp.2430001
Leveraged finance exposure in the banking system: Systemic risk and interconnectedness
Journal of International Financial Markets, Institutions & Money, 2024, vol.90, pp.101890
Manuale del Private Banker. VIII Edizione
Egea, Milano, Italy, 2022
Dalla valutazione di adeguatezza al financial planning in Manuale del Private Banker. VIII Edizione
P. Musile Tanzi(Ed), Egea, chap. 2, pp.25-46, 2022
Investire in arte: rischi, opportunità e passioni in Manuale del Private Banker. VIII Edizione
P. Musile Tanzi (Eds),Egea, chap. 13, pp.445-490, 2022
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