Banca Generali
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.
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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
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Transparency
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Authentic sustainability
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Digital excellence
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