Your wealth,
with method.
I am part of a team that helps professionals, entrepreneurs, families and companies make clear, informed financial decisions. Investments, retirement, protection and succession in a single plan.
I work with people who are short on time. I build with those who look ahead.
Entrepreneurs
Keeping personal and business wealth apart, planning an exit or a handover to the next generation.
Companies
Treasury and cash management, investing surplus cash, protection against business risks, directors' severance (TFM) and employee welfare plans.
Professionals
Doctors, lawyers, consultants: high but irregular income and little time. A plan that keeps working when you can't follow it.
Young people & families
First savings, a home, children. Building solid foundations today is worth more than any rushed decision tomorrow.
One plan, not scattered products.
Financial planning
The starting map: income, spending, assets and goals, put in order.
Investments
Portfolios built around your time horizon and the risk you can really bear.
Retirement planning
Closing the gap between salary and pension, using the available tax benefits.
Protection
Shielding income, family and assets from what can't be planned.
Succession planning
Passing on your wealth in the simplest, most efficient way for those who follow.
Goals first, then the tools.
Listen
A first meeting to understand who you are, what you have and where you want to go.
Analyse
A review of your current position: assets, risks, hidden costs, inefficiencies.
Plan
A written, reasoned proposal with clear costs. You decide, in your own time.
Monitor
Regular reviews and a contact who is always reachable when life changes.
Leonardo Ipocovana
I'm a financial advisor and, before that, an entrepreneur. I know what it means to run a company, manage cash and live with uncertainty: that is where I start when I think about my clients' wealth.
Background and experience
I studied in Catania, Milan and Luxembourg, earning a master's degree in Management of Innovation, and worked in strategy consulting. Today I advise private clients and entrepreneurs with a simple approach: understand first, decide next, always review.
- LicenceLicensed financial advisor (offerta fuori sede), registered with the Italian Financial Advisors Register (OCF)
- EducationMaster's degree, University of Milan
- ExperienceStrategy consulting · Healthcare entrepreneur
- OfficeMilan · clients across Italy
- LanguagesItalian, English, French
Allianz Bank FA
I work with Allianz Bank Financial Advisors, the Allianz Group bank dedicated to financial advice. For over 50 years it has put the relationship between advisor and client first: today more than 2,400 advisors support over 461,000 clients across Italy, with €86 billion in entrusted assets.
Behind it stands one of the world's largest insurance and financial groups: Allianz protects and manages the savings of around 97 million clients in almost 70 countries, with an AA rating from Standard & Poor's.
For you, this means an advisor who knows your story, backed by the strength and tools of a large international group.
Sources: Allianz SE, 2025 data (press release of 26/02/2026); Allianz Bank Financial Advisors and Assoreti, data at 31/12/2025; Standard & Poor's.
Since the end of 2019, the world has not been calm.
A pandemic, war in Ukraine, the highest inflation in decades, tensions in the Middle East. Yet over these years, the markets have grown like this:
Investing means getting through crises with a plan.
Let's put your savings to work →Past performance is not indicative of future results. Investments carry a risk of loss.
Sources and method
Percentage change in price from the last close of 2019 to the close of 16/10/2026, in local currency: MSCI World, S&P 500 and gold in US dollars, FTSE MIB in euros. Dividends, costs, taxes and currency effects excluded. Source: Yahoo Finance; for the S&P 500 the data match those of the Federal Reserve Bank of St. Louis (FRED).
Before we talk.
How much does the first meeting cost?
Nothing. The first meeting is free and with no commitment: it's for us to get to know each other and see whether I can help.
Is there a minimum amount of wealth?
No. You don't even need to know exactly what you want: working that out is the first thing we do together. I also work with people just starting to save.
How am I paid?
Transparently: every cost is set out in writing before any decision, in line with MiFID II rules.
Where is my money held?
Always in accounts and portfolios in your own name. I never hold your money.
Do you only work with clients in Milan?
No. My office is in Milan, but I work with clients across Italy, in person or by video call, whichever you prefer.
Let's talk over a coffee.
The first meeting is free and with no commitment: we look at where you are, where you want to go and whether I can help.