The "Top Private Vision" meeting was held today at Palazzo Mezzanotte, the headquarters of Borsa Italiana for managed assets, with customized solutions for Clients with assets exceeding one million Euros. The convention, which was attended by around 500 people from the Group, was attended by, among others, Victor Massiah, Chief Executive Officer of UBI Banca, Frederik Geertman, Chief Commerial Officer, Elvio Sonnino, Chief Operating Officer, Riccardo Barbarini, Head of UBI Top Private and Andrea Ghidoni , Chief Executive Officer of Pramerica. UBI Top Private has been operational since 2017, the year in which, following the Single Bank operation, the expertise in the management of large estates belonging to the seven commercial banks merged into the UBI Group were concentrated in a single Division.
UBI Top Private today manages assets worth approximately €36 billion, is organized in 27 Private Centers throughout the country and has a network of over 300 Private Relationship Managers able to offer a global consultancy service following up for their Clients , very often entrepreneurs, including non-financial aspects such as asset protection and generational handover. "Clients with "corporate" type needs have always been at the center of our activities: in Italy we were among the first to intercept and respond to the specific needs of entrepreneurial families and family businesses" he declared Riccardo Barbarini, Head of UBI Top Private.
“In particular, through the Family Business Advisory structure, and thanks to synergies with UBI's Corporte & Investment Banking, we are able to identify customized solutions for the protection, management and development of family and corporate assets, in which they often play a real estate assets and the typical activities of succession planning are also relevant. Among the main objectives of our Division, meeting precisely to discuss the future challenges of the sector which is experiencing a complex economic situation, is to excel in the added value that the professional resources of UBI Top Private can guarantee through proximity to the Client and all of his needs, the identification of innovative solutions to increasingly sophisticated needs and a targeted use of technology that favors the simplification of operations”.
The offer of UBI Top Private includes Advanced Private Consulting services and Family Business Advisory services. Evolved Private Consulting, also thanks to the use of a technological platform that allows constant monitoring of the level of risk shared with the Client, is divided into three different models at the service of corporate and institutional liquidity and in support of private activities, according to different levels of delegation. The Family Business Advisory service provides solutions that make it possible to satisfy the complex needs inherent in the organization, management and protection of family assets (financial, real estate and business), succession planning, protection of the quality of life of elderly people (self caring) in an integrated way , minors or people with disabilities.
