Wealth Management

^{Data at 31.12.2024}

Banca Generali S.p.A. is a private bank, leader in Italy in digital wealth management and in wealth planning services, backed by a network of Financial Advisors and Private Bankers at the top of the industry in terms of skills and professionalism.

The company's strategy is based on four key elements: qualified advisory service provided by professionals specialized in supporting Italian families in the choices for the protection of assets and in the realization of their life projects; a cutting-edge product portfolio with solutions tailored to customers’ personal needs; innovative wealth management services for not only-financial wealth care and innovative instruments which, thanks to technology, enhance the trust relationship between advisor and client.

The Bank’s mission highlights the role of Trusted professionals always by the Customers’ side, developing and looking after their life plans.
Besides, the company’s vision is to be the first private bank by value of service, innovation and sustainability.

Banca Generali S.p.A. is listed on the Milan Stock Exchange since November 2006 and manages more than 103.8 billion euros in terms of Assets Under Management on clients’ behalf (results at 31.12.2024) from Assicurazioni Generali S.p.A. With a widespread presence throughout the national territory, Banca Generali S.p.A. has 48 bank branches and 171 offices at disposal of the more than 2,300 financial advisors and also a digital contact service for operations. Added to this is the digital banking platform, www.bancageneraliprivate.it and www.bancagenerali.com, which enables customers to independently access banking services.

Banca Generali includes: 

• BG Suisse Private Bank (www.bgsuissebank.ch)
  • BG Valeur (www.bgvaleur.ch) 
• BGFML (www.bgfml.lu)
• Generfid (www.generfid.it)
• BG Saxo - Joint Venture (www.bgsaxo.it)

Visit the website: https://www.bancagenerali.com