Our mission
Taking care of our clients’ well-being lies at the heart of what we do. We are committed to protecting the assets of those who rely on us with outstanding advice.
A relationship based on listening, satisfaction and trust between customer and private banker is what makes our business model unique: we foster it every day with passion, dedication, and transparency and by complying with the rules.
Our Values
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courage
DECISIONAL COURAGE TO CREATE THE FUTURE
We look to the future. Hence, consistently with our organisational history, we resolutely persevere in responsibly seeking innovative, far-sighted and deeply involving solutions.. -
inclusion
THE POWER OF DIVERSITY
We create the conditions for each individual to fully express himself or herself, as we need each one’s qualities. -
trust
THE BOND THAT CREATES VALUE
We cultivate a "precious asset" that, based on words and facts, will generate mutual credibility, satisfaction and well-being.
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unity
WE ARE STRONGER TOGETHER
The feeling of being united expresses the essence of what we are. It guides us in identifying the right and consistent choices, and strengthens us to face both present and future challenges together. -
growth
THE AMBITION OF THE COMMON GOOD
We create our common well-being for today and tomorrow by seeking a balance between ambition and long-term sustainable growth, with particular focus on new generations.
Our distinctive traits
uniqueness
an exclusive business model in the market, guaranteed by a major group and by a solid entity by nature.
leadership*
the leading Italian private bank, with almost 6,700 personal financial advisers and AUM of 359.8 billion euro.
innovation
pioneers in the financial advisory market in Italy, with a unique model built around your needs.
exclusivity
exclusive services for Private customers, a Portfolio Advisor who supports our personal financial advisers and develops customised solutions.
excellence
a solid reputation and a constant commitment to the utmost transparency with our customers.