wealth manag

A new development driver for the future Mediobanca group

Wealth Management and Private Banking are progressively becoming more prominent businesses within the Mediobanca group. The creation of the Wealth Management division, which was the centrepiece of the 2016-2019 business plan, has enabled us to rapidly emerge as a distinctive and innovative player in Italy. Services for affluent customers, private banking and asset management are highly specialized businesses that complement and create synergies with our merchant bank activity. They will be vital drivers for our future growth.

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Our WM strategy

Our Wealth Management division, leveraging our Private & Investment Banking model with a “fully fledged” advisory, will close the size gap with current Italian top asset gatherers capturing the full potential of its unique positioning on HNWI/UHNWI clients and benefiting from the definitive reposition and rebranding of the Premier segment. MBWM will pursue a double digit increase of TFAs, revenues and earnings becoming the main revenue growth driver and first fee contributor to Mediobanca Group.

Our service offering

We serve HNWI and UHNW clients, providing them with exclusive services in conjunction with our Corporate and Investment Banking division. We serve Premier clients, through Mediobanca Premier, the bank dedicated in wealth management and investment services for Italian households. We have also invested in product factories, allowing allow us to offer our clients distinctive, high-level services. 

Wealth Management News