It is the most recent incarnation of the Group’s Wealth Management division, combining the advisory model of CheBanca!, the innovative digital bank set up in 2008, with the competence and solidity of Mediobanca.

It offers its clients the services of its talented, quality professionals, cutting-edge technology, plus the experience of Mediobanca in Corporate & Investment Banking.

Valuable relationships

A responsible approach to banking, indepth knowledge of the markets, and bespoke solutions are the distinguishing features that characterize the services offered by Mediobanca Premier.

The bank’s sophisticated advisory model is based on the Mediobanca Group’s strategic vision, on careful listening to our clients, and a multichannel approach that ensures continuous coverage.

Clients can count on the assistance of a qualified professional, to support them by proposing bespoke solutions to meet the specific needs typical of each stage of life: management of family savings, investment, planning and protection.

Human skills are complemented by the digital platforms, that simplify daily banking operations and enable sophisticated portfolio management services.

The result is a distinctive Wealth Management offering that can support clients in making their investment choices, and meet even the most complex needs in terms of wealth management and protection.

Innovation and technology

Mediobanca Premier is committed to investing continuously in innovation in order to optimize and simply the process of subscribing for products, ensuring that ordinary banking operations are suitably protected, and proposing services for sophisticated portfolio management.

The digital component also supports the activities of the network of advisors, who benefit from the use of cutting-edge tools in order to offer bespoke solutions to meet clients’ different needs.

Highlights (annual consolidated results at 30 June 2023)

Customers

>800,000

Relationship managers

522

Financial advisors

565

Point of sales

208

TFAs

€ 38 billion

AUM/AUA

€21 billion

Mortgage

€12 Billion

Learn more www.mediobancapremier.com