Mario Marconi

Senior Advisor and Partner

Cambridge Family Enterprise Group

Mario Marconi is senior advisor and partner at Cambridge Advisors to Family Enterprise, a highly specialized international advisory firm serving family enterprises. Cambridge Advisors and Cambridge Institute for Family Enterprise, an education and research institute, are divisions of Cambridge Family Enterprise Group, a global organization founded in 1989. It is devoted to helping families and ownership groups navigate the new economy and achieve multigenerational success for their families, enterprises, and financial wealth.

Based in Zurich, Mr. Marconi advises enterprising families globally on strategies for long-term success, governance, succession transitions, wealth regeneration, wealth transfer, family office, impact investing, and family philanthropy. With a background in wealth management, investment banking, and sustainable philanthropy, his focus is helping families with their financial strategies, be it for their private wealth or business needs. His work aims at establishing the best financial strategies for families in order to reach their long-term objectives as well as supporting them in designing the right wealth structure and setup. He also advises family offices, working with families to review and design their existing or desired structure.

In addition, Mr. Marconi is Executive in Residence at IMD-Switzerland. In this role he will be co-leading IMD’s Leading The Family Office: Family Wealth Management Program. He also speaks on the topics of sustainability and philanthropy, and advises a number of ventures in the philanthropic and impact investing space. He has written a number of articles on family philanthropy and investing, including three prominent pieces: “Wealth Can Deliver More Than Financial Returns” (Euromoney, 2014); “SME Impact Investing in Frontier Markets: A Novel Value Proposition for Private Investors” (Euromoney, 2013); and “Banks Need to Play a Larger Role in Social Good” (Forbes, 2012).

Mr. Marconi comes out of the financial services industry. For more than 25 years, he held executive positions at UBS where he grew and led multiple areas of the private bank. As the Global Head of the UHNW Family Services Group, Mr. Marconi built UBS’ holistic wealth management area and established a number of services to help families manage all aspects of their wealth including succession planning, family office management, family governance, sustainable impact investing, and family philanthropy.

Mr. Marconi holds an M.B.A. from IMD in Lausanne, Switzerland and a B.S. in Business Administration from the University of Geneva. He is fluent in English, Italian, French, and German.

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