- Total net inflows at €672 million in July (€5.1 billion YTD)
- Net inflows of Assets under Investment at €500 million (€2.6 billion YTD)
Milan, 5 August 2026 – Banca Generali’s net inflows amounted to €672 million in July, bringing cumulated net inflows to €5.1 billion YTD (+45% YoY).
July net inflows showed once again a product mix of excellent quality, with €500 million Assets under Investment (AUI) accounting for 74% of total net inflows. Net inflows of AUI exceeded €2.6 billion YTD (+46% YoY).
Among AUI, managed solutions further accelerated their uptrend, with volumes more than double compared to the previous year: €367 million in July (+96% YoY) and €2.3 billion YTD (+122% YoY). All main managed solutions performed well, driven in particular by insurance wrappers (€150 million in July; €455 million YTD), which continued to be preferred over traditional life insurance policies as they combine efficient financial and estate planning.
Demand for in-house products (financial wrappers and funds) continued to prove solid, with a total of €185 million in July and €1.75 billion YTD (+65% YoY), accounting for 76% of total net inflows of managed solutions.
Net inflows of Other Assets amounted to €172 million, driven by Assets under Custody (€337 million in July; €2.3 billion YTD) as a result of the reinvestment of excess liquidity.
Chief Executive Officer and General Manager Gian Maria Mossa stated: "This month’s results once again confirm the quality of our business model and our Financial Advisors’ ability to support clients in their investment choices in a constantly evolving context. This outcome was also driven by the Bank’s ongoing commitment to developing increasingly innovative and diversified solutions focused on preserving and enhancing clients' wealth.
We look confidently to a market where demand for qualified advisory continues to grow, fuelled by greater awareness of the importance of long-term planning. Within this scenario, Banca Generali continues to attract clients and Financial Advisors thanks to its distinctive model, based on expertise, personalisation and long-term vision, and its unique ability to support households and entrepreneurs in managing their financial, non-financial and corporate wealth in an integrated way.”
