Before assuming his current role, Alfonso held a variety of roles within Wealth Planning at EFG, as well as serving as a member of the Board of Directors of the Group’s Italian fiduciary company in Italy. Prior to that, he worked for UBS in the area of Wealth Planning where he assisted top-tier global family office clients. Alfonso is a member of the Advisory Board on Tax Planning at the Banking Association’s Studies Centre in Vezia, Switzerland, and Trust and Estate Practitioner at the Swiss STEP branch. He also lectures on international taxation, estate and Wealth Planning at renowned universities or institutions and has published several articles on international tax and wealth planning matters. Alfonso hails originally from Milan, Italy. He holds an M.Sc. in Law and Business Administration and an LL.M. in Tax Law from Bocconi University, Milan, and an Adv. LL.M in International Tax Law from Leiden University in the Netherlands, among other qualifications. His early career was in law in Italy, focussing on international corporate tax matters, and during those years he also spent the latter two years working to help HNWIs in their estate planning affairs. While at UBS in Switzerland, he worked as a wealth planner for Italian clients, later becoming team leader, and in 2015, he joined BSI, which was later to be bought by EFG. “I then became deeply involved in the integration of BSI within EFG,” he reports. “The two banks had different models of wealth planning, so the choice was to merge the two different teams with different priorities and different people, and we emerged being in line with the Swiss model. I have been leading the team ever since the 2017 integration was completed.” More recently, Alfonso has joined as Wealth Planning representative the bank’s “Top Deal Team” which focuses on UHNW client cases to be served in a dedicated and tailored manner, being Wealth Planning a key area for such clients. Alfonso is married and has two young children of six and four years old. In spare time he still enjoys music, and indeed almost took that route as a career, as he is also a professionally trained orchestral conductor and violinist. “Music remains a passion of mine and I play both violin and piano, when possible,” he says. “And another love is sports or classic cars, especially English or Italian ones…”
The latest articles from Alfonso Rivolta
EFG’s Global Head of Wealth Planning highlights the Added Value his Team Delivers to HNW and UHNW Clients Alfonso Rivolta, Global Head of Wealth Planning at EFG since 2017, has long held a vision of providing clients with unlimited, holistic advice on their wealth lifecycle, delivering a solution-oriented advisory based on having identified what each client might need, and then working with trusted exte....