2006–2026

History

Twenty years since the start of the independent advisory journey. A professional history that predates the creation of the current SCF and has evolved through the progressive growth of expertise and organizational capacity.

Key milestones

Professional continuity and organizational development.

2006 marks the beginning of the independent advisory journey, not the incorporation date of the current firm. Over the years, the professional project has evolved through the Studio Associato (associated practice), the creation of the SCF, registration with the regulatory body (OCF), and the gradual addition of new expertise.

2006Start of the independent financial advisory journey and participation in the founding of NAFOP.

2008Luca Morena joins the team; consolidation of financial analysis expertise, including through the AIAF certification path.

2011Establishment of the Studio Associato—the project's first shared organizational structure—from which TM & PARTNERS SCF would eventually develop.

2015Progressive expansion of expertise and the capacity to handle increasingly complex wealth management situations.

2018Incorporation of TM & PARTNERS SCF S.r.l. and membership in AssoSCF.

2019Registration in the Financial Advisory Firms section of the Unified Register of Financial Advisors.

2021Arrival of Raffaele Galdelli and strengthening of the advisory structure.

2022Arrival of Marco Agostini and further development of corporate-focused expertise.

2023Arrival of Elia Giannotti and strengthening of expertise in risk analysis and control.

2025Final organizational structuring of the TM Progress process and the firm’s multidisciplinary model.

2026Twenty years since the start of the independent advisory journey.

2006–2010Origins

Independence as a professional choice and the progressive development of expertise.

→

2011–2018Structure

From an associated practice to the incorporation of the Financial Advisory Firm (SCF).

→

2019–2025Consolidation

Registration in the official register, addition of new professionals, and organization of the advisory process.

→

2026Continuity.

Twenty years since the start of the independent journey, maintaining the same focus on methodology and responsibility.

Since 2006.Twenty years of independent advisory services.

The thread of the journey

The structure grows alongside the complexity of the mandates.

From individual practice to an associated firm and then to an SCF, the project has taken on various organizational forms. Incorporation and registration in the official register established a regulated framework, while the addition of professionals specializing in analysis, corporate matters, and niche areas expanded the scope of situations the firm could handle.

For the client, this evolution translates into clearer roles and a methodology that integrates relationships, analysis, and monitoring. The timeline reflects professional continuity; the current company was established in 2018.