Company Profile

Banca Generali S.p.A. distributes financial products and services for high net worth, affluent and private customers through financial advisors in Italy. The company operates through Private Banking CGU (PB CGU) and Senior Partner CGU (SP CGU) segments. It offers banking accounts and services comprising current and deposit accounts, other bespoke banking, and payment services; custody and administration services for the financial instruments; advisory services on the purchase and sale of instruments on the primary and secondary markets; asset management services, such as mutual investment funds, in-house products, and portfolio management solutions; distributes insurance products; and insurance investments. The company also provides wealth advisory services, including corporate advisory, which supports companies' growth and extraordinary finance transactions; real estate advisory, focused on the valuation and management of real estate; art and passion Advisory, dedicated to works of art and collectibles; and family protection and planning, which provides advice on wealth protection, transfer, and generational continuity for family and business assets. The company was founded in 1997 and is headquartered in Milan, Italy. Banca Generali S.p.A. is a subsidiary of Assicurazioni Generali S.p.A.