About Banca Generali S.p.A.
Banca Generali S.p.A. is a leading financial institution specializing in wealth management and private banking services for high-net-worth, affluent, and private clients in Italy. The company operates through a network of financial advisors, delivering tailored financial solutions.
Business Segments
- Senior Partner CGU (SP CGU): Focuses on financial advisory and investment solutions.
- Private Banking CGU (PB CGU): Provides personalized banking and wealth management services.
Key Offerings
- Banking Services: Current accounts, deposit accounts, and bespoke payment solutions.
- Custody & Administration: Safekeeping and management of financial instruments.
- Investment Advisory: Guidance on securities trading in primary and secondary markets.
- Asset Management: Mutual funds and portfolio management services.
- Insurance Solutions: Investment-linked and protection products.
- Wealth & Trust Services: Pension planning, corporate finance, real estate advisory, and family protection.
Corporate Overview
Founded in 1997 and headquartered in Milan, Italy, Banca Generali S.p.A. operates as a subsidiary of Assicurazioni Generali S.p.A., a global insurance and financial services group.