We stand apart within the Italian finance sector for the central role played by the financial advisory and wealth planning services through a network of Private Bankers ranked at the top of the industry by competency and professionalism.
The relationship with clients occurs through a Financial Advisor network (made up of Financial Planners, Private Bankers, Wealth Managers and Relationship Managers), able to best meet the different needs of Financial Advisors and Clients;
In addition to offering banking services, we control a number of management companies in order to offer its customers the best solutions in some specific segments.
These companies include:
- BG Fund Management Luxembourg S.A., a Luxembourg-based management company responsible for offering in-house funds;
- Generfid S.p.A., which offers trust services;
- BG Saxo SIM, a joint venture with the Danish company Saxo Bank offering advance trading services;
- BG Valeur, a boutique financial advisory and asset management firm based in Switzerland.
Regarding management companies, in 2020 the corporate structure of Nextam Partners, management boutique acquired in 2019, was further rationalised, leading to the merger of Nextam Partners S.p.A. and Nextam Partners SGR in Banca Generali S.p.A., in addition to the acquisition of a minority stake in the management company 8a+ Investimenti SGR, following the transfer of some UCITS funds to Nextam Partners SGR;
To bring our clients the best specialist services the market has to offer in terms of products, wealth management and technology, we have formed selected partnerships with other firms in Italy and internationally.