Giovanni Puccio

WORK HISTORY

EDUCATION

SKILLS

ABOUT GIOVANNI PUCCIO

I currently work at UniCredit as a Wealth Manager, where I specialize in wealth protection and generational transfer planning for high-net-worth individuals and entrepreneurial families. My role focuses on structuring tailored solutions to safeguard complex assets, ensure long-term financial stability, and support clients in navigating succession and legacy matters. This position represents a natural evolution of my professional journey, following previous experiences at Zurich Bank and Credit Suisse Fiduciary Services. I bring over 15 years of expertise in Italian taxation of financial instruments, financial reporting & accounting, and anti-money laundering—skills that now complement my advisory work in wealth structuring and succession planning I had the opportunity to develop core competences quick learning attitude, analytical ability and gool orientation in a fast moving context-that I successfully combined whit additional skills gained as a asset management, wealth management, financial services. I’m curious,tenacious, self-challenging lover with strong engagement,planning and execution capabilities,teaming and learning attitude help me to socially drive business results. Specialist in the activation of the Diversity Equity & Inclusion strategy for the Italian network, through training initiatives, events and internal and external communication; management of internal communities; updating and revision of inclusion policies; supervision of volunteer projects, production of reports for monitoring activities and activities related to DE & I issues.