According to the final data of the API, compared to 2022 the growth was 11,2%, the overall net collection reached 37 billion
Interview with Luca Bortolan, head of Fideuram Direct: "The Fideuram Direct digital platform offers a trading service, autonomous investments on products, funds and management, as well as remote consultancy support" - "The target is customers...
On the horizon there are major changes in trends and huge transfers of wealth between generations: the sector is preparing
This is the first step of the new strategic partnership in asset management announced last June: Man Group acquires 51% of the asset management company Asteria, while F-ISPB retains 49%
Man Group to initially take 51% interest in Geneva-based ESG-oriented asset manager Asteria, including existing fund range, with 49% remaining in Fideuram
INTERVIEW WITH ANDREA GHIDONI, General Manager of Intesa Sanpaolo Private Banking - "In 2023, the wealthiest families reduced their exposure to equities and turned more to the bond market where there are yields that have not been seen for ten…
The Private Banking industry has grown considerably in the last 15 years, but today the new challenge is to start serving Gen X customers with the Private model and attract Millennial professionals. The research of AIPB and…
The Italian Private Banking Association presents the analysis of the outlook for 2023 of a representative sample of associated Asset Managers: here are the details
The Paduan bank plans a targeted recruitment program for the training of a new pool of savings management professionals
With the green light from the supervisory authorities, the transaction announced last August 6 was finalized - Reyl (Intesa Sanpaolo) will receive 40% of 1875 Finance and the remaining 60% will remain with the co-founders of the independent manager
The Milanese group led by Andrea Orcel was awarded for the creation of the Italian division that integrates Wealth Management and Private Banking
The new division will be led by Stefano Vecchi who will have the task of promoting the adoption of this new corporate structure in UniCredit's pan-European network
The transaction will allow Banca Finint to enrich the advisory offer to its customers. Enrico Marchi (Chairman of Banca Finint): "The goal is to achieve the merger at the beginning of 2022"
The Private Banking Observatory promoted by LIUC Business School and Banca Generali confirms the growing importance of robot advisory in Italy.
INTERVIEW with TOMMASO CORCOS, CEO of Fideuram-Intesa Sanpaolo Private Banking and chairman of Assogestioni - "It is precisely in times like these that we must not lose sight of the basic objectives of our investment choices" - "The reaction of…
According to Mckinsey's report entitled "The future of private banking in Europe", in 2019 profits dropped to 13,3 billion, the trend in the pre-Covid months was positive - Three challenges to face in the near future
The new appointments are effective this week: Molesini (chairman) and Corcos (CEO) lead the Private Banking division, while Perissinotto is head of asset management (Eurizon).
Before the surprise offer from Intesa, the CEO of Ubi Banca, Victor Massiah, had presented the new business plan which aims at greater capital strength, more digital and more private banking - the payout will rise to 40% - Closed 175…
Reports and surveys highlight who is growing in the world and in our country. There is no shortage of surprises in the financial sector: the case of Banca Generali, a rising protagonist in the private sector, immediately behind Intesa Sanpaolo and Unicredit.
2019 was a positive year for Fideuram - Intesa Sanpaolo Private Banking, which also achieved a record for assets under management, at 242,7 billion (+14%).
The total number rises to 4.868 - Cubelli: "Both quantitative and qualitative strengthening. Our flagship is training".
Tommaso Corcos will become the number 1 of Private banking and Saverio Perissinotto of Eurizon - All the innovations in the front lines of Intesa Sanpaolo decided by CEO Carlo Messina - 3 development projects at the start
Fideuram - Intesa Sanpaolo Private Banking has published its accounts for the first nine months, which testify to a growing financial solidity - Consolidated net profit up slightly to 659 million.
The Aipb-Monitor Deloitte Observatory has been presented: solid and competitive Italian Private Banking and willing to support the country's growth through a better allocation of financial investments by wealthy families.
The UBI Banca division dedicated to Private Banking took stock of the first two years of activity at Palazzo Mezzanotte: assets under management are around 36 billion euro, and operational centers throughout Italy are…
In the first quarter of 2019, assets grew above all thanks to the performance on the financial markets - Net profit slightly down (-4%) - The CEO Molesini: "Resilient to the market".
For the Credem Group institute led by the General Manager Matteo Benetti, it was an opportunity to offer its professionals opportunities for growth.
Fideuram Alternative Investment-Mercati Globali is a new fund of the private banking company of the Intesa Sanpaolo group which is offered to private and not just institutional customers with the idea of diversifying investments and reducing risk: the…
INTERVIEW with RICCARDO BARBARINI, head of UBI Top Private - "Advice and maximum attention to risk through diversification are our compasses even in hot moments on the markets: we manage 36 billion in assets with 300 bankers and 43 customers…
Memorandum of Undestanding and 50 million euro capital increase for Banca del Fucino between the Torlonia family and the Barents group, which will eventually have control, with the aim of developing private banking and…
The Swiss complete the acquisition of Kairos but confirm its full autonomy - Paolo Basilico: "From an operational point of view, nothing will change because the Italian management will retain complete managerial autonomy, as it has been in all these years" -…
The bank accelerates growth in wealth management: Angelo Viganò at the helm of the new division - The Private Banking initiative accompanies the strategy of strengthening the offer of traditional and alternative investment products.
Interview with Raffaele Levi, head of the business model of Banca Fideuram, the private banking division of Intesa Sanpaolo: "With the Alfabeto platform, the relationship between our private banks and the customer is more digital but increasingly…
Intesa Sanpaolo's private banking division has built a digital advisor platform that does not replace the relationship between client and private investment advisor but improves it and makes it more timely even remotely
From the annual European Private Banking Survey report, which contains the results relating to the performance of the Private Banking sector through a global survey of 190 private banks in the main world markets. Disappointing results in terms of growth of…
The group opens two new branches in Florence and Naples dedicated to customers with financial assets exceeding 10 million. Strengthened the Turin office
“Italy that wants to grow: PIR and Private Banking” was the first conference that simultaneously involved producers and distributors of Individual Savings Plans, to address some issues still little known to the public.
Fineco's Private Banking model, which in the segment can count on assets of 22,2 billion euro, will be centered on enhancing the best advisors and their interaction with the bank's dedicated structure, which will be led by…
Recruiting 20 new private bankers and acquiring 2.300 new customers, these are the objectives for the end of 2017 of the Credem private banking division, specialized in the management of customers with assets exceeding 500 thousand euros and led by…
Banks - in particular Private Banking - are increasingly equipping themselves with a real specialized activity to provide their customers with art advisory services, they are moving from the occasional experience to that of proposing the service…
With the economic crisis, financial investments also change and those that are considered "safe havens" return. Although art is considered a "volatile" investment, it is strengthened in the portfolio of the private banker's client - ArtLab is coming, a new…
INTERVIEW WITH GIUSEPPE DI PAOLA, general manager of BANCA DEL FUCINO - The oldest private Roman bank owned by the Torlonias starts a new course and focuses on private banking for affluent customers, which today already represents…