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22 November 2021

Private Banking: Banca Generali's network of financial advisors is the best

Banca Generali Private is the best financial advisor network in Italy in terms of client satisfaction.

The recognition comes from the German Quality and Finance Institute, which, through independent research conducted on end-customers, has lined up the financial advisors best able to meet the wealth planning needs of Italians.

According to the German Institute's survey, Banca Generali Private ranks first with a level of satisfaction of 67.8%.

Driving the opinion of clients, in the German Institute's research, is the broad spectrum of solutions offered and the evolved digital architecture that, especially during the pandemic, represented a strong added value in the ability to respond effectively to the needs of our clients.

The German Institute's gold medal comes for the seventh consecutive year, testifying to a path taken that puts the quality of consultancy at the heart of the business model.

"We are very proud of an award that once again certifies the quality of our network of professionals and our commitment to training and developing a unique and distinctive offering where commitment to innovation is combined with research into cutting-edge topics. For seven years now, the opinion of end customers surveyed by the Institute has rewarded us for what we do every day alongside families, but this year the award takes on even greater value for us. The pandemic has led to the emergence of a new type of demand and wealth needs, and confirming that we are the best in terms of our ability to provide answers is the best incentive to continue along a path with which we are very satisfied," commented Marco Bernardi, Deputy General Manager of Banca Generali.

Banca Generali and the latest awards from the world of private banking

The gold medal from the German Institute thus adds to the recent awards we have received in recent months. Just a few weeks ago, the Mediobanca Securities report highlighted our ability to generate positive returns in client portfolios. This is mainly due to our work on the Lux Im Luxembourg SICAV and our strong propensity for responsible ESG investments, for which we have developed a dedicated platform that has pushed assets invested in this type of solution to over EUR 7 billion.

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