Asset & Wealth Management

The Business Unit gathers the Group’s main companies operating in asset management and wealth management. 

€ 504.9

BILLION AUM

20+

Countries worldwide for distribution

€ 72.1

BILLION OF TOTAL AUM MANAGED IN ESG AND SRI PORTFOLIOS

Source: Generali Investments Holding S.p.A., data as at 31 December 2022. 

The Asset & Wealth Management business is a strategic pillar of the Group strategic plan “Lifetime Partner 24: Driving Growth”, being it a reference partner not only for the insurance companies of Generali, but also for third party clients. 

Key drivers of the business unit: 

  • Enrich real assets capabilities
  • Enhance investment strategies
  • Expand distribution capabilities
  • Manage effective esg integration

The business unit includes the following Generali Group’s activities.

Asset Management

All asset management activities operate under Generali Investments umbrella brand, which manages assets on behalf of the Group and of third-party customers, both institutional and retail. Generali Investments is an ecosystem of asset management firms, delivering a portfolio of specialist capabilities.

While the Generali Group has a majority holding and co-investment in each asset management firm of the ecosystem*, all of them are able to innovate and grow with autonomy.

The solutions, built from a variety of specialist capabilities, aim to help investors unlock opportunities and generate long-term performance, while being mindful of our impact on the world around us.

Wealth Management

Most of the wealth management activities are carried out through Banca Generali’s network of consultants.
Banca Generali is a leading private bank in Italy, focused on financial planning and asset protection for customers.

Manager in Charge

Carlo Trabattoni

Carlo Trabattoni

CEO Asset & Wealth Management

Details

Main Group Companies

Banca Generali is a private bank, leader in Italy in digital wealth management and in wealth planning services, backed by a network of Financial Advisors and Private Bankers at the top of the industry in terms of skills and professionalism.

The company's strategy is based on four key elements: qualified advisory service provided by professionals specialized in supporting Italian families in the choices for the protection of assets and in the realization of their life projects; a cutting-edge product portfolio with solutions tailored to customers’ personal needs; innovative wealth management services for not only-financial wealth care and innovative instruments which, thanks to technology, enhance the trust relationship between advisor and client.

The Bank’s mission highlights the role of Trusted professionals always by the Customers’ side, developing and looking after their life plans.
Besides, the company’s vision is to be the first private bank by value of service, innovation and sustainability.

Banca Generali is listed on the Milan Stock Exchange since November 2006 and manages more than 83 billion euros in terms of Assets Under Management on clients’ behalf (results at 31.12.2022) from Assicurazioni Generali. With a widespread presence throughout the national territory, Banca Generali has 48 bank branches and 171 offices at disposal of the more than 2200 financial advisors and also a digital contact service for operations. Added to this is the digital banking platform, www.bancageneraliprivate.it, which enables customers to independently access banking services.

Visit the website: www.bancagenerali.com

Generali Real Estate has around 370 professionals that operate in nine different countries covering all the real estate value chain: investment, asset and property management. The portfolio under management comprises a unique mix of historical and modern properties, ranging from landmark buildings to new architectural masterpieces, which has enabled the company to develop best-in-class skills in the fields of technological innovation, sustainability and urban development. Its Luxembourg funds range offers efficiency and diversification, and covers the full risk return spectrum from core to development in several sectors.

Visit the website: www.generalirealestate.com 

 

Infranity is an asset management company specializing in infrastructure investments. Its investment solutions leverage the resilience of the asset class and its long-term stable returns, as well as its ability to contribute to sustainable development. The investments address major societal challenges such as the energy transition, green mobility, digital transition and improvements to social infrastructure.

Visit the website: infranity.com

Plenisfer Investments, a goal-based firm, offering unconstrained, total return, multi-asset strategies. The firm offers UCITS funds, bespoke mandates, and investment consulting.  

Visit the website: www.plenisfer.com/global/en/global/ 

Aperture Investors offers unconstrained investment strategies and a unique fee model that aligns fund manager incentives with client performance. Aperture’s highly experienced credit and equity investment teams are based in New York and London. 

Visit the website: apertureinvestors.com

Lumyna Investments is one of the oldest, largest and most successful Alternative UCITS providers in Europe. The firm brings best-of-breed hedge fund managers to the European market via regulated, liquid and transparent UCITS vehicles. 

Visit the website: www.lumyna.com

Sycomore Asset Management has been a pioneer in ESG investments with a unique proprietary research methodology. Its fund range offers several Article 8 and Article 9 funds. 

Visit the website: en.sycomore-am.com

Axis Retail Partners is a team of specialist retail real estate investment and asset managers. The firm has an analytical approach to investing with strong focus on data as the key driver behind underwriting and decision-making. 

Visit the website: axisretailpartners.com 

Generali Investment Luxembourg S.A. (GIL), is a management company under Luxembourg law. Offers a wide range of fund structures such as UCITS, real estate funds, SIFs, AIFs and non-UCITS vehicles.

Generali Investment Holding SpA, which acts as a holding company, holds the share capital of the asset management firms and of the Legal Entities such as GIAM, GIP, GIL It provides a wide range of services to support the asset management activities.

Generali Investment Switzerland, headquartered in Zurich, is in charge for managing the assets of the Swiss insurance company.

Generali Investments CEE is an investment company providing services to individual investors and institutions in the field of collective investment and asset management operating in the Central Eastern Europe area.

Generali Investments Partners offers in-house fixed income, thematic equities and multi asset/balanced portfolios, as well as a range of private asset strategies. The firm is also the main distribution hub for Generali Investments ecosystem, acting as lead client relationship manager for all the asset management firms.

Generali China AMC, born in 2013, is a joint venture between Assicurazioni Generali and China National Petroleum Corporation. It works with all the main asset classes, including liquid assets, fixed income, stocks, and real estate. 

Guotai AMC is a joint venture between Guotai and Assicurazioni Generali, authorized to manage all asset classes, including corporate pension plans in the Chinese market. 

* Through Generali Investments Holding S.p.A, which holds at least the majority stake of each asset management firm.