Bridging the Unlisted Equities and Bonds Gap
The complimentary, 4-part live webinar series features executive speakers from Banca Sella, DeA Capital Alternative Funds, Banca Aletti, and Weltix. It introduces Italy’s first blockchain-notarized financial training certificate, with EFPA professional training credits pending approval.
MILAN, April 27, 2026 – Weltix S.p.A., a regulated fintech infrastructure specializing in the digital management of private assets, has officially unveiled its “Masterclass for Bankers and Advisors.” Designed specifically for Italian wealth management professionals, this complimentary educational program consists of four live weekly sessions, airing every Tuesday in May 2026 at 4:30 PM CET. Live attendees will have the opportunity to engage in direct Q&A sessions, while full recordings will be made available on-demand for those unable to attend live or wishing to review the material.
Participants who attend at least three of the four webinars will be awarded Italy’s first blockchain-notarized financial training certificate. Additionally, Weltix has initiated the accreditation process with EFPA (European Financial Planning Association) to grant professional continuing education credits to participants.
The initiative arrives amid a profound transformation within private markets. The demand for private assets among financial intermediaries and High-Net-Worth Individuals (HNWIs) is accelerating rapidly, driven by the need for portfolio diversification, direct exposure to the real economy, and top-tier client retention strategies within advisory networks.
This market momentum coincides with major European regulatory shifts, ranging from the ECSP Regulation for retail distribution to the DLT Pilot Regime for financial instrument tokenization. Currently, the gap between these market advancements and the widespread capabilities within wealth advisory networks poses a significant hurdle to the structured growth of the industry. The Weltix Masterclass was created to bridge this gap through a highly practical, non-theoretical curriculum.
Masterclass Program & Guest Speakers:
- May 5: Leonardo Cervelli, Head of Private Banking at Banca Sella
- Topic: “From 60/40 to Portfolios with Illiquid Allocations: Strategies of Advanced Players.” This session will explore how progressive private banking networks are redesigning model asset allocations for wealthy clients.
- May 12: Stefano Caspani, Managing Director at DeA Capital Alternative Funds
- Topic: “Private Asset Instruments: Returns and Governance from Seed to Private Equity.” This webinar will focus on structural elements (clauses, liquidation preferences, vehicle governance) that dictate actual investor outcomes.
- May 19: Marco Castagna, Head of the Private Markets Team at Banca Aletti
- Topic: “Private Assets and Private Banking: Building a Value Proposition for HNWI Clients.” This module will cover opportunity sourcing, selection, and optimal portfolio integration.
- May 26: Antonio Chiarello, Founder & CEO of Weltix
- Topic: “Integrating Private Assets into Administered Portfolios.” The final session will cover the operational infrastructure required for advisors to scale private asset offerings smoothly without losing assets under administration (AuA).
Registration is open until seats are filled at the following link: [Registration Link]
About Weltix S.p.A.
Weltix is Italy’s first integrated infrastructure for the digital management of private assets, backed by three regulatory authorizations from Consob, the Bank of Italy, and MIMIT (Ministry of Enterprises and Made in Italy). Its regulated platform offers plug-and-play services for issuance placement, natively digital trust custody, and financial instrument tokenization on DLT registries. It enables banks, intermediaries, and private investors to manage unlisted financial instruments in a compliant, digital, and scalable manner across three business lines:
- Regulated Placement (EU Reg. 2020/1503, Consob Authorization No. 22966)
- Trust Custody & Integrated Taxation (MIMIT Authorization dated 10/03/2020)
- Tokenization of Financial Instruments & DLT Registry Management (Consob Authorization No. 23641)
With its plug-and-play architecture, Weltix empowers banks, financial intermediaries, funds, and issuers to seamlessly adopt advanced technology for efficient private asset lifecycle management.
Media Contacts
- Weltix S.p.A. | Piazzale Cadorna 13, Milan | press@weltix.tech | www.weltix.tech
- IRTOP Consulting – Media Relations Advisor | Via Bigli 19, Milan | +39 02 4547 3884
Corporate Information
- Company: Weltix S.p.A.
- Placement: Consob Authorization No. 22966
- DLT Registration: Consob Authorization No. 23641 (issued 23/07/2025)
- VAT Number: 09650010961
- Certified Email (PEC): weltix@pec.it
- Registered & Operational Headquarters: Piazzale Cadorna 13, 20123 Milan, Italy