Corporate structure

Created at the beginning of 2000s in response to the Generali Group’s need to concentrate all of its asset management activities and services in a single hub, Banca Generali is now amongst Italy’s most reliable companies in the private banking and wealth management market, with 66.1 billion euro managed on behalf of its clients (Internal data - results 30.09.2019).

In accordance with applicable legislation, Banca Generali approved its Organisational and management Model on 19 June 2006.

Generfid SpA provides what under Italian law are known as “static fiduciary services.” Founded as S. Alessandro Fiduciaria, Generfid SpA took on its current name in 2010. The company administers the following types of assets and properties, both in its own name and on behalf of its customers: trusteeship for securities portfolios (funds, securities and management), insurance policies and equity interests, establishment of trusts and the transfer of real property through equity interests.

www.generfid.it

On 28 October 2010, Generfid adopted the following organisational and management model.

The offer of Banca Generali also grows in Switzerland. From October 2019, BG Valeur, the Wealth Management company founded in 2009, specialized in wealth management for Swiss customers, also joined the Group.

www.valeur-investments.com

The partnership between Banca Generali and the Danish online trading giant Saxo Bank has created BG Saxo, the company that makes available to Italian traders the best platform in Europe.

www.bgsaxo.it