Another record for Banca Generali. Banca del Leone, which closed a record-breaking 2020, is also starting 2021 well: in April it scored a net inflow almost doubled compared to last year a 788 million (+93% y/y), which brings the year-to-date total to over €2,4 billion (+29% y/y). It is simply the most prolific month in its history, from this point of view, as underlined by the managing director Gian Maria Mossa: "It is the confirmation of the strength of our offer model and the quality of our professionals alongside the families in the choices of protection and planning".
“Consultation and human touch – continued the manager – on the one hand and digital and efficiency on the other: these are the answers to the challenges of a constantly evolving market context, which is also reflected in the flow of new customers and in the attention comes to us from new professionals. Innovation in products, especially in thematic strategies and in the ESG sphere, is leading to a growing interest in ours proposals in the field of sustainability. We are growing beyond our expectations”.
The collection of the month of April in particular confirmed the good moment for the managed solutions (329 million) for a value of 1,6 billion since January, equal to 66% of total deposits (against 32% last year). The Luxembourg SiCAV LUX IM alone raised 119 million in the month. Again in assets under management, financial containers (44 million in the month, 224 million in the period) and insurance containers (77 million in the month, 457 million in the period) should also be noted. The collection also continues to grow managed solutions (261 million in the month, 540 million in the year), reflecting the expansion of the offer and services which open up new diversification opportunities for customers.
new masses under advanced consultancyfinally, they amounted to 132 million (577 million from the beginning of the year) reaching a total of 6,6 billion (+37% y/y, +10% from the beginning of the year).
