What we can offer
Our distinctive characteristics make us a unique Wealth Manager in Italy for the quality, responsibility, innovation and the value of our offering, through the outstanding talent of our staff and our unparalleled knowledge of the Italian entrepreneurial fabric. Private & Investment Banking enables us to propose highly sophisticated products to our Premier and Private Banking clients.
We have grown our Wealth Management business by holding firm to the values and characteristics that have always distinguished us within the Italian financial panorama:
- Exclusive products and services
- Focus on our clients’ needs
- Highest levels of professionalism from our staff
- Confidentiality and discretion
- Ethical and responsible approach to business
- Ability to offer sophisticated solutions and bespoke services.
Our values are the foundations of an impeccable reputation based on integrity, reliability and independence, acknowledged throughout Europe as well as in Italy.
We are able to combine a prudent approach to business and respect for our traditions with a strong appetite for innovation to leverage the new market opportunities and meet our clients’ changed needs as effectively as possible. Today we are positioned as one of the most dynamic and innovative banks for our approach, product offering and use of new technologies.
We have always worked closely with businesses, and in nearly 80 years of history have acquired indepth knowledge of the Italian entrepreneurial fabric.
Today, the synergies generated between our historical investment banking activity and the Wealth Management division have enabled us to establish a Private & Investment Banking model that is unique in Italy as the first port of call for entrepreneurs looking for solutions for both their businesses and to manage their personal wealth.
The holistic approach between our activities offers value for our clients:
- For HNWI (High Net Worth Individual) and UHNWI (Ultra High Net Worth Individual) clients, our bankers can propose sophisticated, complex and exclusive solutions.
- For Premier clients, we have been able to grant them access to Mediobanca’s Capital Markets and Corporate & Investment Banking activities.
Mediobanca Premier, launched in 2024 following the repositioning and rebranding of CheBanca!, specializes in wealth management and investments for Italian families. It combines the advisory model developed by CheBanca!, set up in 2008 as an innovative, multichannel and digital bank, with the solidity, capability and exclusiveness of Mediobanca.
We are market leaders in Italy for Private Banking, HNWI and UHNWI clients, whom we serve through Mediobanca Private Banking. We also have a footprint in the Principality of Monaco through CMB Monaco.
MB Asset Management brings together Mediobanca SGR, Polus Capital Management and RAM Active Investments. The development of our proprietary product factories enables us to offer distinctive, high-level products, in the illiquid and niche products segment in particular.