Philippe Donnet
Chair of the Board of Directors
Maurizia graduated in Literature and Foreign Languages (Russian and German) in November 2000 and gained extensive experience in pan-European senior HR Leadership roles, across different industries (i.e. consulting, telecom, manufacturing and financial services).
She started her career in Accenture as Recruiting & Employer Branding Specialist in 1997.
From 2001 to 2007, she worked in Vodafone as HR Manager and Talent & Training Manager across Italy, UK and Egypt.
From 2008 to 2014, she worked in Pirelli Tyre, covering various international roles such as HR Director in Headquarters and in Region Southern Europe.
Maurizia joined Generali in 2014 as HR Director of Generali Global Corporate & Commercial.
In November 2015, Maurizia moved to the Investments Area as GCIO HR Manager and in 2017 she was appointed Head of Human Capital. From September 2022 to august 2023 she moved to Country Italy as Country Chief HR and Organization Officer. As of September 1st, 2023, Maurizia is appointed Chief People & Transformation Officer of Generali Investments Holding S.p.A.
Pierluigi earned a degree, summa cum laude, in Financial and Banking Law from the University of Pisa and was admitted to the bar.
He joined the corporate world in 1998 as the Head of Legal at a Mutual Bank.
From 2001 to 2007, he worked in the Legal Department and Corporate Affairs Departments of Banca Fideuram.
In 2007, Pierluigi joined Generali Investments Italy SGR, formerly called Generali Investments Europe SGR, as Head of Corporate Affairs and in 2009 he took over the role of Head of Legal and Corporate Affairs of the same Company.
In 2013, he was appointed Group Investments General Counsel of Assicurazioni Generali S.p.A. Since 2014, he has also been General Counsel for Generali Investments Holding, the Company providing Legal, Compliance and Corporate Affairs services to Generali Investments Europe SGR, Generali Real Estate S.p.A. and Generali Real Estate SGR.
From 2021 Pierluigi holds the position of General Counsel responsible for Legal as well as for Corporate Affairs matters.
She holds a Master Degree in Law from Università di Roma Tor Vergata and a PhD in Comparative Law from Università degli Studi di Firenze.
Chiara started her career in the legal field joining Assogestioni. In 2012, she moved to Freshfields Bruckhaus Deringer as Senior Associate in charge of the Regulatory Department.
Within the Generali Group since February 2016, Chiara has covered primarily two positions, before moving into her current role: she held initially the position of Senior Compliance Specialist - Group Regulatory Compliance at Assicurazioni Generali and was then appointed in July 2020 Head of Investments Compliance and AML Function for Generali Investments Holding.
From April 1st, 2021 to December 2023, Chiara held the position of Generali Investments Holding Head of Compliance.
Chiara is, as of January 1st, 2024, the Chief Compliance Officer of Generali Investments Holding S.p.A. and Head of Compliance of Generali Asset Management S.p.A. SGR (GenAM).
After earning a University degree in Theoretical Physics from the University of Rome La Sapienza and a Master degree in Insurance Risk Management Analysis, Riccardo began his career working as quantitative financial analyst for almost 3 years.
From February 2008 Riccardo joined AXA, where he worked for almost 10 years first as Head of Financial Risk Management for AXA-MPS Group, then as Head of Asset and Liability Management for the AXA Italy Group.
Within the Generali Group since October 2017, he worked in the Group Risk Management as Head of Group Risk Appetite and Operating Framework. In this role he bore over years the responsibility for Group and Group Entities on Risk Appetite Framework, Investment, Liquidity and Concentration Risks, SAA budgeting and monitoring, Recovery and Resolution framework, risk analyses on investment proposals, intra-group transactions and M&A/disposal, ESG and Climate Change Risks, ORSA and Emerging Risks.
Effective as of October 1st 2022, Riccardo Appolloni is the Chief Risk Officer.
Massimiliano Ottochian is, from July 1st, 2024, the Chief Corporate Development & Operating Officer of Generali Investments.
Massimiliano joined Assicurazioni Generali in September 2020 with the role of Group Head of Mergers and Acquisitions.
Since 2009 Massimiliano has been a Managing Director in the Investment Banking Department of Deutsche Bank based in London and Milan. He has been responsible, in the Financial Institutions Group, for origination and execution of M&A and corporate finance transactions for the insurance, banking, asset management and specialty finance sectors in Europe. He has participated in over EUR100bn of equity and debt capital issuance as well as M&A transactions in Europe, Americas and Asia.
Prior to joining Deutsche Bank he has been a Managing Director at UBS in London where he spent 13 years having joined SG Warburg (then become UBS) as an Analyst and after a period in Management Consultancy. In 2001 he was appointed as Chief of Staff of the Global Head of Investment Banking at UBS.
Massimiliano Ottochian graduated at Bocconi University and is an EFFAS Certified Financial Analyst.
Tim Rainsford is appointed, effective January 1st, 2024, as Chief Product & Distribution Officer of Generali Investments Holding S.p.A. and Head of Product & Distribution of Generali Asset Management S.p.A. SGR (GenAM).
Tim joined Generali in September 2020 as Global Head of Sales of GIP, with the responsibility to define the commercial development plans and strategies aimed at consolidating the international footprint and he held the position of CEO of Generali Investments Partners (GIP) from April 15th, 2021 to December 2023.
Prior to that, Tim was Group Head of Distribution and Marketing at GAM Investments, with the responsibility for the company’s marketing and sales strategic direction. He previously spent thirteen years at Man Investments, covering positions of growing responsibility including Senior Managing Director - Head of European Sales, and Global Co-Head of Sales and Marketing.
In 2009, Filippo joined Generali Investments as Head of Fixed Income and Currencies before being appointed as Head of Investments at Generali Investment Europe S.p.A in 2013 and Head of Investments at Generali Investment Asia in 2014.
Consolidating his successful performance at Generali Investments Europe, Filippo became Head of Group Asset Managers Management and Head of Group Special Situations in 2015 for the Generali Group.
Filippo held the roles of Head of Investments in Generali Investments Partners S.p.A. and Head of Generali Multi Manager & Head of Group Alternative Fixed Income and Head of Insurance Portfolios Investment Strategy. In 2019, Filippo has been included by Citywire among the Top50 professionals in Italy in advisory, private banking, fund selection and investors. From July 2021 to December 2023 he held the role of Head of Insurance Investment Solutions at Generali Investments.
Filippo Casagrande is, as of January 1st, 2024, our Chief Investment Steering & Sustainability Officer.
He is also Chairman of the Board of Directors of Generali Investments Sicav Luxembourg and member of the Board of Directors of the insurance companies Genertel and GenertelLife.
Effective December 1st 2023, Domenico Aiello is appointed Chief Financial Officer of Generali Investments Holding S.p.A (previously the Asset & Wealth Management business unit).
Domenico graduated at the European Business School in London with a First Class BA (Hons) in International Business Studies.
He began his career in investment banking in 1996 in London at Dresdner Kleinwort Wasserstein, specialising in financial institutions.
Domenico moved back to Italy in 2002 to join the M&A and Business Development team of UniCredit as Head of CEE and International Markets and was appointed Head of Group M&A in 2008.
In 2012 he joined UniCredit’s asset management subsidiary Pioneer Investments as Chief Financial Officer and member of the Global Management Committee. One year later he was also appointed Chief Administrative Officer, with oversight and coordination responsibilities over Finance, Risk, Legal and Compliance activities across the Group. Domenico joined Amundi in 2017, following the acquisition of Pioneer Investments, and was appointed Group Chief Financial Officer in 2019. Over his experience in the asset management industry, Domenico worked in Milan, London and Paris, supervised teams across Europe, the United States and Asia and was board member of several Group companies. He was also involved in many strategic development processes and in various transformation programmes.
Woody E. Bradford, CFA, is the Chief Executive Officer & General Manager of Generali Investments Holding S.p.A. as well as the Chief Executive Officer and Chair of the Board at Conning.
Prior to joining Conning in 2010, Mr. Bradford was an Operating Partner with Advent International, a global private equity firm. Previously, he spent 12 years at Putnam Investments where he had multiple roles, including Head of Corporate Development and Chief Operating Officer of Global Distribution.
Mr. Bradford is a graduate of Worcester Polytechnic Institute and of the Harvard Business School, where he graduated as a Baker Scholar.
Mr. Bradford oversees and serves on a number of Boards as part of his operating responsibilities, including but not limited to Generali Investments Holding, Conning Holdings Limited (“CHL”), Octagon Credit Investors, Global Evolution Asset Management A/S, Pearlmark Real Estate LLC and a number of other affiliated and related entities. Mr. Bradford is a member of the Board of Trustees at Worcester Polytechnic Institute (WPI) and currently serves as Chair of the Investment Committee; he previously served as vice chair of WPI’s board. He also participates on The Greater Boston Food Bank Emeriti Board, where he has served as Chair of the Board. He previously served on the Connecticut Insurance and Financial Services (IFS) Board as well as on the Supervisory Board of Quoniam Asset Management GmbH. Mr. Bradford has over 27 years of industry experience.
Philippe Donnet has been the Group CEO of Assicurazioni Generali S.p.A. since March 17, 2016. He joined Generali in October 2013 as Country Manager Italy and CEO of Generali Italia S.p.A. In this role, he spearheaded the process of merging the existing Generali brands in Italy, one of the most challenging integration and simplification projects in the European insurance industry.
Philippe Donnet graduated from the École Polytechnique in Paris in 1983 with a degree in Engineering and then went to the Institut des Actuaires where he completed his studies in 1991.
Between 1985 and 2007, he held various positions within the AXA Group, most recently serving as Regional CEO Asia Pacific, Singapore. In 2007, he became the Managing Director for Asia Pacific at Wendel Investissements, Singapore. In 2010, he co-founded the investment management company HLD in Paris.
Our investment solutions aim to be mindful of our impact on the world around us, alongside targeting long-term performance. We offer a broad range of Article 8 and 9 funds under SFDR classification and our asset management firms apply strict ESG criteria to their investments.
Our platform of asset management firms
Generali Investments* is a platform of asset management firms, delivering a portfolio of specialist capabilities across various countries.
Years of experience
Assets under management
Asset managers and specialists
Countries worldwide for distribution 1)
Asset management firms
Main distribution hub
Source: Generali Investments Holding S.p.A., data as at end of Q2 2024, gross of double counting. *Generali Investments is part of the Generali Group, which was established in 1831 in Trieste as Assicurazioni Austro-Italiche. Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity SAS, Sosteneo S.p.A. Società di gestione del risparmio, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Lumyna Investments Limited, Plenisfer Investments S.p.A. Società di gestione del risparmio, Conning2) and among its subsidiaries (Global Evolution Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC). are part of Generali Investments, as well as Generali Investments CEE. Kindly note Generali Investments Luxembourg S.A. is the Management Company of the majority of the funds whose AUM is represented on the page.
1) Please note that the countries refer to the countries where the different funds of the asset management companies part of Generali Investments are registered for distribution. Please note that not all funds are registered in all the countries and not all the asset management companies are licensed to operate in such countries. 2) Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).
Generali Investments Holding S.p.A. is the holding company that gathers specialist affiliates, acting as majority shareholder. Every firm on this platform is supported by Generali Group and is able to innovate and grow with autonomy. For investors, this means access to highly entrepreneurial firms, with the backing of Generali Group.
Our solutions, built from a variety of specialist capabilities, aim to help investors unlock opportunities and generate long-term performance, while being mindful of our impact on the world around us. In this way, we provide clients access to a multitude of investment possibilities and a partner that prioritises their long-term interests.
European investment specialist with a global outlook
Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group assets. We have a strong emphasis on fixed income, complemented by equity and multi-asset capabilities, and underpinned by sizeable in-house research teams. We also offer investors the opportunity to invest in private markets alongside Generali Group, one of the world’s largest asset owners. As responsible stewards of capital, we prioritize responsible investing and ESG integration while aiming to serve the unique needs our clients.
*The company full legal name is Generali Asset Management S.p.A. Società di gestione del risparmio.
Insurance & institutional asset management, software and industry research
Conning* is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.
*Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).
Equity and debt real estate investments
Generali Real Estate* are the Generali Group experts in real estate investments, with a strong presence across Europe with about 370 professionals that operate in nine different countries. They invest in all of the steps across the real estate value chain: investment, asset and property management. Their Luxembourg funds range offers efficiency and diversification, and covers the full risk return spectrum from core to development in several sectors.
*The company full legal name is Generali Real Estate S.p.A.
Unconstrained investment strategies with a unique fee model
Aperture* offers unconstrained investment strategies and a unique fee model that aligns fund manager incentives with client performance. The firm charge low, ETF-like fees when performance is at or below stated benchmarks. A performance-linked fee is charged only when returns are generated in excess of a strategy’s benchmark. Their investment teams are therefore compensated primarily on outperformance. Aperture’s highly experienced credit and equity investment teams are based in New York and London.
*The company full legal name is Aperture Investors, LLC.
*Investments involve risks. Past performance is not a reliable indicator of future performance and can be misleading. There can be no assurance that an investment objective will be achieved or that there will be a return on capital. You may not get back the amount initially invested.
Emerging and Frontier Markets Investment Manager
Global Evolution* is a dedicated emerging and frontier markets investment manager with an established track record. Global Evolution is an active manager and has been integrating ESG into the investment process for many years.
*The company full legal name is Global Evolution Asset Management A/S, based in Kolding, Denmark with offices in New York, Singapore and London
Infranity is an asset management company specialising in infrastructure investments. The Company founded by three Managing Partners, Philippe Benaroya, Alban de La Selle and Gilles Lengaigne, as part of a strategic partnership with the Generali Group, is part of Generali Investments platform of asset management firms and currently manages in excess of €7 billion of capital from institutional investors. Infranity's investment solutions leverage the resilience of the asset class and its long-term stable returns, as well as its ability to contribute to sustainable development. The investments address major societal challenges such as the energy transition, green mobility, digital transition and improvements to social infrastructure. This positioning, combined with a high degree of selectivity in the investment process, enables Infranity to generate sustainable value for its clients.
Infranity is part of Generali Investments.
Liquid alternative UCITS provider
Lumyna* is one of the oldest, largest and most successful Alternative UCITS providers in Europe. The firm brings best-of-breed hedge fund managers to the European market via regulated, liquid and transparent UCITS vehicles. Lumyna is consistently voted as best platform (by HFM in eight of the last nine years and by HFR for the last seven consecutive years**) and is recognised as a leader in the delivery of Alternative UCITS funds.
* The company full legal name is Lumyna Investments Limited
**Every year, the Hedge Funds Review European Performance Awards reward genuine performance, quality and skill within the European hedge fund industry.
Leveraged loans, high yield bonds and structured credit
Octagon* is a below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit investments. Through fundamental credit analysis and active portfolio management, Octagon's investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors and issuers.
*Octagon Credit Investors LLC, a New York-based firm
High-quality real estate investment through a variety of strategies and deal structures
Founded in 1996, Pearlmark* manages middle-market commercial real estate investments in both equity and debt. Pearlmark focuses on value-add real estate strategies across the U.S., providing investors the opportunity to invest through both equity and debt structures. This holistic perspective enhances Pearlmark’s approach to sourcing, underwriting, and managing its investments, which drives value for its investors.
*Pearlmark Real Estate Investments LLC, a Chicago-based firm
Plenisfer* are goal-orientated investors offering unconstrained total return multi-asset strategies. Their "New Active" investment philosophy focuses on strategies rather than asset classes. They focus on identifying idiosyncratic opportunities across a global opportunity set and do not differentiate between traditional and alternative asset classes. This holistic approach enables the team to build performance-orientated portfolios. The company offers UCITS funds, customised mandates and investment advice.
*The full registered company name is Plenisfer Investments SGR.
Source: PRI Association, 2024, https://www.unpri.org/. Signing the internationally-recognised Principles for Responsible Investment allows organisations to publicly demonstrate its commitment to incorporating environmental, social and governance (ESG) factors into its investment decision making and ownership practices.
Investing in the new essential infrastructure that accelerates the transition to net zero
Sosteneo Infrastructure Partners is an investment manager that specialises in greenfield infrastructure equity related to the energy transition, with a focus on clean energy production and enablement. They are trusted by clients to manage capital in a way that contributes to the decarbonisation of the energy system whilst providing an attractive long-term commercial return, with a strong emphasis on delivering value enhancements through the asset lifecycle. Based in Milan and Sydney, the team brings together a wealth of infrastructure equity investment expertise complemented by an industrial background in the energy sector.
*The company full legal name is Sosteneo Infrastructure Partners, Società di gestione del risparmio
High conviction ESG and SRI investors
Sycomore* offers industry-leading sustainable investments. They are pioneering ESG investors and have actively shaped its development in Europe. The firm focuses on human capital as the main lever to generate high conviction investment ideas, and their responsible investment approach is grounded in unique proprietary ESG research methodology. Sycomore’s fund range offers 16 Article 9 funds under SFDR regulation, and five Article 8 funds.
*The company full legal name is Sycomore Asset Management
*The company full legal name is Generali Investments Holding S.p.A.
● Gain access to niche investment skills
● Rely on experts selected by Generali Group based on knowledge and talent
● Benefit from long-term attractive opportunities through distinctive investment strategies
● Broadens and diversifies investment solution offer
● Invests in results-centred companies with a strong entrepreneurial drive
● Selects quality partners to maximise returns on investment
● Keep their investment autonomy
● Leverage Generali Group’s strength, capital, customer focus, global reach and brand
● Engage in a platform ensuring consistency in the areas of risk control, audit and compliance
GROSS WRITTEN PREMIUMS
MILLION CUSTOMERS WORLDWIDE
ASSETS UNDER MANAGEMENT
AMONG THE TOP 100 LARGEST COMPANIES IN THE WORLD ****
LARGEST INSURANCE COMPANY IN THE WORLD*****
*** Source: Generali Group, Annual Integrated Report and Consolidated Financial Statements 2023 – published on 12 March 2024, data as at 31 December 2023 (link).
**** Source: insurance business, based on the 2022 Forbes Global 2000 rankings (link).
***** Source:own internal calculation based on the IPE ranking published on June 2023.
Sosteneo Infrastructure Partners is the commercial name referring to Sosteneo SGR S.p.A.
With about €671.3 billion in assets under management (as at June 30, 2024, gross of double countings) and over 1,500 investment professionals, Generali Investments is the holding company that gathers the main asset management firms, delivering a portfolio of specialist capabilities across various countries. Affiliates include: Generali Investments Holding S.p.A. is the holding company that gathers the following specialist affiliates: Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity SAS, Sosteneo S.p.A. Società di gestione del risparmio, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Lumyna Investments Limited, Plenisfer Investments S.p.A. Società di gestione del risparmio, Conning and its subsidiaries (Global Evolution Asset Management A/S, Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC and PREP Investment Advisers LLC), as well as Generali Investments CEE. Generali Investments Luxembourg S.A. is the Management Company of the majority of the funds whose AUM is represented on the page.
© Generali Investments, all rights reserved. This website is provided by Generali Investments Luxembourg S.A. (Generali Investments) and is considered as a marketing communication and financial promotion related its products and services. This website may contain information related to the activity of the following companies: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* and among its subsidiaries Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC as well as Generali Investments CEE. *Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).