News

21 January 2021

Banca Generali winner of the Italian Certificate Awards 2021

Our Bank has been awarded, for the second consecutive year, as Best Italian Private Network in the field of certificates. The recognition arrived last night at the 2021 edition of the Italian Certificates Awards.

That's the result of the flexibility demonstrated in 2020, a year with the markets that hit historic highs in January and then the worst collapse ever; the resumption of the post lockdown, the second wave of coronavirus until the discovery of the vaccine in November. Throughout this period, our placements have been calibrated to manage and exploit the various market conditions through innovative solutions.

The 5 phases of 2020

There were 5 placement phases in 2020 for Banca Generali:

  1. an initial phase with the price lists reaching the maximum in which the goal was to protect the capital from any corrections through protected capital and super conservative barriers;
  2. a Strike Min campaign in conjunction with the first lockdown to intercept the minimum point of the markets;
  3. a third phase dedicated to Fast Triggers and Outperformance to ride the first market rebound;
  4. a scenario of normalization during the summer that was ridden through placements of One Star, Click On solutions with returns over 20% per annum;
  5. and finally, in the last part of the year, the launch of the Phoenix Memory Portfolio.

Melania D’Angelo, Head of Banca Generali's BG Certificates Hub comments: "We are delighted with this recognition that rewards our effort to transform certificates from yield enhancement products to tactical asset allocation tools for private bankers. 2020 was a complex year for financial markets which forced investors to face levels of volatility similar to those of the 2008 crisis. In this context, we have worked to provide our consultants with a range of tools capable of raising the level of diversification in customer portfolios, making the most of the particular market conditions thanks to our innovative multi-partner and tailor-made approach. In this way we have maximized the potential of the certificates and minimized the level of risk".

Italian Certificate Awards

Now in their 14th edition, the Italian Certificate Awards are the annual appointment organized by Certificate Journal that rewards the protagonists of the world of certificates. The awards are assigned by a public jury made up of industry professionals and a technical jury made up of experts from the Italian and international financial field.

BG Certificates Hub

Born at the end of 2018, our BG Certificates Hub project has already placed over 1.2 billion notional in certificates. The innovative approach has helped transform this tool into a valuable aid for 2,000 private bankers in raising the level of diversification in the portfolios of professional clients. This is also associated with a range of 360-degree support tools that cover all stages of the certificate, from its tailor-made conception to after-sales.

What are the Certificates?

The Certificates are instruments issued by investment banks (the issuers of the certificates) in order to offer investors instruments which, thanks to their flexibility, allow them to face different market scenarios.

They are products consisting of options strategies, designed by the issuer to allow the investor to benefit, as appropriate, from protection from the downside of the underlying financial asset, from a periodic coupon flow or from the optimization of returns.

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