Giovanna Puggioni · Private Banker
Your financialchoices deservea wider view.
From planning your wealth to your plans for the future, I support you in important decisions with a personal, clear approach built around your goals.
- Bank
- Fideuram – Intesa Sanpaolo Private Banking
- First meeting
- 45 minutes, at the office, by video or at your place
How I can help
Four topics, often linked to one another.
Every situation is different. These are the topics people most often start from: they usually overlap, and it pays to look at them together.
Book a meetingFinancial planning
Lining up income, savings and goals, so you have a clear picture and can decide calmly what comes first.
Let's talk about itHome and major plans
Buying a home, your children's education, starting a business: we look at timing, resources and options together, one step at a time.
Let's talk about itWealth and investments
An overall view of what you have already built, and investment choices consistent with your goals and your time horizon.
Let's talk about itRetirement and the future
Planning early for life after work and for those who come after you, with solutions assessed against your own situation.
Let's talk about it
Who I work with
Do you recognise yourself in one of these situations?
Families planning ahead
A home, the children's education, peace of mind in the years ahead: putting priorities in order and preparing early for the big steps.
Professionals and business owners
When personal wealth and the business are intertwined, you need a view that holds them together, without losing sight of day-to-day liquidity.
People who want to organise and safeguard their wealth
For those who have already built something and want a clear picture of it, to consider how to safeguard it and to think about who comes next.
Is your situation different? Tell me about it at a first meeting.Book a meeting
My method
Every journey starts with listening.
A clear method, an ongoing dialogue, informed decisions.
01 — Listening
Understanding your personal goals and financial needs.
02 — Planning
Assessing together a path consistent with your situation and goals.
03 — An ongoing relationship
Supporting your decisions over time, and any reviews of the path.
About me
People before numbers.
Everyone has their own story, plans and priorities. My work starts with listening, so that we can build a clear dialogue and an advisory path that fits each person's needs.
“We talk about solutions later, once I have truly understood what you need.”
- Role
- Private banker
- Degree
- Economics and Finance, Bocconi University (2010–2014)
- Master's
- Financial Planning and Advisory, Consultique SCF (July 2024)
- Qualifications
- OCF exam (June 2023) and OAM exam (February 2023)
- Intermediary
- Fideuram – Intesa Sanpaolo Private Banking (since 2026)
My story, in brief
My name is Giovanna Puggioni and I am a financial advisor with Banca Fideuram – Intesa Sanpaolo group. I help individuals, families and businesses make the most of their financial resources or build their wealth, step by step. I firmly believe in the importance of having a trusted guide at your side: a steady point of reference and someone who listens, so that you can make important decisions with confidence and protect your future.
I graduated in Economics and Finance from Bocconi University and began my career in Miami, working in market analysis and at the Italy-America Chamber of Commerce. Then I came back to Sardinia: first as a financial officer at an insurance broker, then as a financial agent and, since 2026, as a private banker. In 2024 I completed a Master's in Financial Planning and Advisory.
The first meeting is devoted to listening. Together we will look at your current plans, your concerns and your hopes for the next five or ten years. We will look for solutions only at a later stage, once we have focused on what you really need.
My career
From Bocconi to Fideuram
The bank
The bank I work with.
Fideuram – Intesa Sanpaolo Private Banking is the Intesa Sanpaolo Group bank dedicated to financial advice and private banking. It is where I look after my clients every day.
38%
No. 1 in Italy for financial advice: 38% of the assets managed by Italian financial advisor networks.
€408bn out of €1,078bnBased on Assoreti data, June 2026
18%
No. 1 in Italian private banking: 18% of private banking assets in Italy.
€281bn out of €1,542bnMagstat, data at 31 December 2024
- client assets (AUM)
- €452bn
- clients
- 1.22m
- private bankers
- 7,107
- branches and private banker offices
- 632
- Common Equity Tier 1 ratio, a measure of capital strength
- 37%
Solutions available to clients
Securities and banking
Financial instruments on primary and secondary markets, banking services and lending.
Mutual funds
In-house and third-party funds, combining different expertise, including international managers.
Portfolio management
Tailored and flexible, to build a diversified and balanced portfolio.
Insurance and pensions
Flexible investment and savings solutions, including protected ones; retirement, term life and health cover.
Alternative funds
To seize further market opportunities and diversify investments.
Data for Fideuram – Intesa Sanpaolo Private Banking. Sources: 2026 half-year report, data at 30 June 2026; based on Assoreti data, June 2026; Magstat, data at 31 December 2024. Marketing communication.
Book a meeting
Let's set up a first meeting.
45 minutes, with no obligation. You only see the times when I'm genuinely free.
Choose a day and time
Leave your details
Get the confirmation
October 2026
- Loading…
Choose a time
At the office
FAQ
The ones I'm asked most often
How much does the advice cost?
My advice is completely free of charge. Transparency is the foundation of our relationship. There is no cost to get to know each other or to review your financial situation. My remuneration is linked exclusively to the assets you decide to entrust to me. We share the same goal: my value grows together with the value of your wealth. We work as partners, with clear terms agreed before you sign any document.
Is there a minimum amount of assets to work with you?
Not at all: there is no minimum amount, only people with goals to reach and the will to plan their future. I work both with established wealth that needs efficiency and protection, and with individuals, professionals and entrepreneurs who are building up their wealth. Every story deserves its own strategy.
Is my money safe? What happens if the markets crash?
Your assets are held by Fideuram – Intesa Sanpaolo Private Banking, the leading banking group in Italy for stability and solidity. As for the markets, risk cannot be eliminated, but it can be managed. We will build a globally diversified portfolio, calibrated precisely to your tolerance for volatility. My job is to prevent emotional decisions in difficult moments and keep the course towards your goals.
Will you only offer me your bank's products?
Not at all. We use a guided open-architecture model. This means that, in addition to Intesa Sanpaolo Group products, I select and include in your portfolio the best funds and financial instruments from the world's most prestigious international asset managers. I will choose only what fully meets your needs, without any constraints.
Contact
Would you prefer a phone call?
Leave me your name and details and I'll call you back at a time that suits you. Or write to me directly.
- Phone
- +39 340 855 7481
- Message me
- Where
- Sassari · office, video or at your place
My business card