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Patrizio Caringi, Wealth Advisor at Run Capital Partners

Patrizio Caringi

Wealth Advisor

LinkedIn Profile

Twenty years advising entrepreneurs and business-owning families across Italy on protecting what they've built, planning for the next generation, and investing without conflicts of interest. After private banking at UniCredit Wealth Management and Banca Generali Private, Patrizio spent six years independent — convinced that advice is sharper when it isn't tied to product sales — before bringing that mindset to Run Capital Partners with institutional-grade access to alternative investments and structured finance.

Based in Milan · Rome
Years 20+
Focus Wealth & Succession

Expertise

Custom-tailored strategies, concrete solutions.

Advising entrepreneurs, managers, and professionals across the full spectrum of personal and family wealth decisions.

Wealth Strategy

Personal financial planning and wealth structuring tailored to the specific circumstances, goals, and constraints of each client and family.

Succession & Transfer

Intergenerational transfer planning — structuring how wealth, businesses, and responsibilities pass from one generation to the next.

Business Growth & Tax

Strategic guidance for entrepreneurs on business growth, tax optimisation, and the financial decisions that shape company trajectory.

Family Asset Protection

Structures that protect family assets against external risks while preserving flexibility for future generations.

Risk Management & Insurance

Insurance and risk-transfer solutions integrated with the broader wealth and succession plan.

Alternative Investments

Connecting private and institutional clients with Run Capital's alternative-investment and structured-finance platforms, with suitability at the centre.

“Most of our clients' decisions are not about products — they are about people, families, and time. The job is to turn that into a strategy that actually works.”

Patrizio Caringi

Career

Two decades at the side of Italian families and entrepreneurs.

Patrizio has spent more than twenty years advising Italian entrepreneurs, managers, and professionals on the financial decisions that shape their lives — from succession and family asset protection to business growth and risk management. At Run Capital Partners he brings that advisory tradition into a platform of alternative-investment and structured-finance solutions.

Present

Wealth Advisor

Run Capital Partners

Advises private and institutional clients on access to Run Capital Partners' alternative-investment and structured-finance platforms, with a focus on suitability, long-term alignment, and coordination with the asset management team.

2018 – 2025

Founder & Principal Advisor

Independent Practice (Milan · Rome)

Founded and led two independent advisory firms — one focused on wealth planning, the other on insurance advisory — serving entrepreneurial families and professionals across Italy for over six years. Fee-based model, with no placement mandates.

2014 – 2018

Senior Wealth Manager

Banca Generali Private

Portfolio and relationship management for private and high-net-worth clients. Integrated wealth planning with a focus on succession, asset protection, and investment taxation.

2009 – 2014

Wealth Manager

UniCredit Wealth Management & Private Banking

Five years in the private banking division of one of Europe's leading banking groups. Core expertise built in asset allocation, financial planning, and high-net-worth client relationship management.

2003 – 2009

Personal Banking Officer

Capitalia

Early career in banking, with grounding in lending, managed savings, and retail-to-affluent client relationships. Capitalia subsequently merged into the UniCredit Group.

Get in touch.

p.caringi@runcapital.partners

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