Intesa Sanpaolo strengthens its business in wealth management & protection with the launch of a new consulting model intended for the banks of the International Banks DivisionThe project, inspired by the experience developed in Italy by Fideuram – a company of the group specialized in financial consultancy and private banking – is one of the initiatives foreseen by the Business Plan 2026-2029 and will be progressively extended to the markets in which the group operates abroad.
Paola Papanicolaou, Head of Intesa Sanpaolo's International Banks Division, emphasized that the initiative represents "a further step forward in the strategic development of our international banks" and will help strengthen their role as a driver of the group's growth outside of Italy.
Intesa Sanpaolo's new consulting model launches in Slovakia and Hungary
The new advisory model – explains a note – will be gradually introduced in the group's banks present in Central-Eastern Europe and Egypt, with the aim of offering more advanced, continuous, and personalized financial advice. The approach involves developing investment and protection solutions tailored to the needs of each individual client, fostering a long-term relationship and greater flexibility in adapting strategies to changing financial needs over time. In banking parlance, wealth management & protection encompasses all services, from investment management to wealth planning to asset protection tools such as insurance policies.
The first phase of the initiative has already been launched in Slovakia e Hungary, where a network of has been established financial adviserAccording to the bank, the model will be gradually extended to the other markets of the International Banks Division, which includes Croatia, Serbia, Slovenia, Romania, Albania, Bosnia and Herzegovina, Moldova, Ukraine, Republic czech ed Egypt.
The goal is to introduce a consultancy model based on an ongoing relationship with the client, with services that include financial planning, investment management, and wealth protection solutions.
Intesa: 1.200 financial advisors and up to one million clients by 2029
For Intesa Sanpaolo, strengthening wealth management outside of Italy is one of the pillars of the 2026-2029 Business Plan, presented by CEO Carlo Messina. The bank aims to increase the contribution of international activities to the group's results by exporting an advisory model already consolidated in the Italian market to foreign markets. The goal is to develop the affluent and private client segment through increasingly advanced services, increasing the weight of commission-based activities compared to traditional banking.
By the end of the Business Plan the new model should have approximately 1.200 financial advisors and 2.500 relationship managers in the group's international banks. The potential audience is estimated at approximately one million customers belonging to the middle-high range.
Relationship managers will continue to manage commercial relationships with clients, while financial advisors will be primarily dedicated to wealth management.
