Customers and Communities
The goal of our work is to improve the lives of our customers and contribute positively to the communities in which we operate, turning a promise into reality.
Long term trust
At 31 December 2025, Banca Generali’s AUM amounted to 111.9¹ billion euros (+9.0% vs. December 2024). Moreover, we have succeeded in increasing the number of our customers from 359,000 to 359,000 to 372,800 (+3.6%), with a Customer Retention Rate of 95.6% in 2025 (vs. 94,9% of 2024).
¹Assoreti’s Scope
| Customers Number and AUM | Customers Number | Asset Under Management (billion €) |
| 2025 | 372,800 | 111.9 |
| 2024 | 359,000 | 102.7 |
| 2023 | 349,192 | 91.8 |
| 2022 | 341,732 | 82.2 |
| 2021 | 331,646 | 84.6 |
| Var % | 3.6% | 9.0% |
Providing high-quality information - meaning accurate, clear, and not misleading - to our clients plays a key role in our business model. This focus, along with consideration of clients' investment and sustainability preferences, allows us not only to meet regulatory requirements but also to strengthen clients' trust in us.
At the heart of our business model is the trust-based relationship between Clients and Financial Advisors. To better understand their needs and offer high value-added solutions and services, we employ advanced data analytics processes that allow us to gather indirect feedback from our Clients. This relationship is guided by the principles set out in our Internal Code of Conduct, which ensures that every interaction is marked by transparency, fairness, and responsibility.
To ensure constant and accessible communication, we provide various channels through which Clients can contact the Bank, request assistance, communicate their needs, or lodge a complaint. Clients can turn to Banca Generali’s branch network for personalized support from their assigned Financial Advisors, or contact our Contact Center for help with internet browsing, access codes, current accounts, payment cards, investments, and trading platforms
A free Phone Banking and email service (BG Vale) is also available, through which customers can request a wide range of information, including the total value of their assets, account balance, transactions, bank details, and can also report personalised assistance needs. Customers can also communicate and operate with the Bank via the internet or phone through the free “Home Banking” service. In addition, the Bank provides the email address servizioclienti@bancagenerali.it, through which clients can request assistance or submit any feedback, concerns, or reports.
Banca Generali ensures that clients can receive assistance and support in person through a network of branches and agencies located across the country. The Bank’s offices in major cities provide direct access to key banking services and offer clients the opportunity to meet face-to-face with qualified professionals. In addition, meetings and events organized by financial advisors provide further opportunities for direct interaction and in-person engagement with clients.
We believe that the proper management of personal data and the protection of our clients' information assets are essential to safeguarding our business and maintaining a relationship of trust with our Customers.
To counter potential personal data breaches, we have implemented a set of mitigation and prevention measures that include specific policies, technological security tools, staff training, regular reviews of controls measures, ongoing risk assessments related to new data processing activities, and awareness initiatives aimed at both employees and customers.
To support these activities, we have also adopted a series of internal policies designed to ensure the continuous improvement of corporate resource protection in terms of ICT and cybersecurity (e.g., Security Policy).
The Human Safety Net Foundation
For many years, Banca Generali has been committed to supporting local communities through awareness-raising initiatives carried out in collaboration with the Generali Group’s foundation, The Human Safety Net.
Through the Foundation’s programmes, the Bank supports children living in vulnerable family environments by backing initiatives such as those promoted by CAF (Centro Aiuto Minori e Famiglie), aimed at fostering social inclusion and expanding growth and development opportunities for disadvantaged children.
Intermonte Foundation
The Fondazione Intermonte Progetto Giovani is a non-profit organization established by Banca Generali’s subsidiary Intermonte with the aim of supporting talented students from disadvantaged economic backgrounds. Through scholarships and educational and professional mentoring activities, the Foundation promotes access to higher education while fostering inclusion and the development of individual talent.
For more information, visit the Fondazione Intermonte website https://fondazioneintermonte.it/
Una donna, un lavoro, un conto
Banca Generali complements its range of financial products and services with financial education, awareness-raising and economic inclusion initiatives aimed at individuals and groups that may face greater barriers in accessing financial services. In this context, the Bank has joined the “Una donna, un lavoro, un conto” alliance, promoted by Corriere della Sera and supported by the Italian Banking Association (ABI) and Federcasse, with the objective of fostering women’s economic empowerment and enhancing their knowledge of banking services and financial tools. Through training, outreach and financial literacy initiatives, Banca Generali helps strengthen financial skills, awareness and economic inclusion, combining its financial services offering with a tangible commitment to people’s empowerment and inclusion.