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Banca Generali

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Banca Generali

Private Bank

Italy’s third-largest private bank by assets — now around € 74 billion — and leading among banks with models focused solely on financial advisors. They follow an open-source model, which brings together various financial service instruments and platforms, enabling them to act as a sort of private-banking fintech company, while still keeping a traditional model based on a relationship of trust between bankers and clients that is highly appreciated in this segment.

Key Company Info

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Facts about the company.


€ 74.5 bn


Facts about the clients.

  • Single-family offices
  • Multi-family offices
  • UHNW Individuals

Banca Generali's Vision

To be the first private bank, unique in terms of service value, innovation and sustainability.

What matters to the next generation?

Beyond service offering and financial returns, there are other factors that we also compare different providers on.

Clear purpose

Having a clearly communicated purpose that tells us "why" they exist and what they stand for.


In the Google age, transparency is key. How do they practice openness and collaboration?

Authentic sustainability

Everyone's talking about sustainability these days. We look at who is walking the walk. 

Equality & diversity

Concerns around equality and diversity are now mainstream, but who is practicing what they preach?


In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 

Digital excellence

Today where digital is a given, we explore how integrated are they to this new reality?

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