Mediobanca Premier

Mediobanca Premier is the Group’s bank specializing in wealth management and investments for Italian families, professionals and entrepreneurs, launched in 2024 following the repositioning and rebranding of CheBanca!.

Mediobanca Premier combines and leverages two of the Group’s fundamental assets:

• The capability developed in almost 80 years of business operating in markets alongside corporates. Since our inception, we have helped Italian businesses grow both domestically and internationally, combining private wealth with new investment opportunities, and adopting a responsible and sustainable approach to banking.
• The experience and business model of CheBanca! itself, launched in 2008 as a native digital operator, which established itself as an excellent multichannel platform, combined with a wealth management product and service offering based on a tailored and rigorous advisory approach.

Mediobanca Premier has the ambition to become market leader in the middle-upper bracket of the market, with an integrated offering in terms of personal wealth and company assets, structured as follows:

• Advice, management and protection of wealth, through asset management products;
• Access to extraordinary financial services, offered in conjunction with the Mediobanca Corporate & Investment Banking Division.

The company makes available to its clients:

• The Mediobanca Group’s culture, responsible approach to banking, experience and products. Mediobanca Premier’s clients can rely on relationships of trust with qualified professionals, able to offer them tailor-made solutions to meet the needs of every phase of their lives: managing family savings, investment, planning and protection;
• A multichannel approach, founded on a network of over 1,100 talented professionals (615 FAs and 536 relationship bankers at end-June 2024) and over 200 branches/FAs offices, strongly integrated with B2C and B2B digital collaboration instruments;
• The most advanced digital technologies and platforms, ranging from the sophisticated suite of wealth advisory instruments to mobile and internet banking channels.

The synergies between Mediobanca Premier and the Mediobanca Group’s Corporate & Investment Banking (CIB) division have enabled the offering of products and services to be expanded and renewed, to meet the changing demands of an increasingly sophisticated clientele.

Mediobanca Premier in particular is positioned as an ideal partner for entrepreneurs, who can benefit from an integrated approach to the management of both their personal and company’s wealth. The proximity and ongoing interaction with the CIB division enables clients to benefit from the corporate finance services that have been our Bank’s core business from the outset (M&A advisory services, debt and equity capital market operations).

The innovative Premier Business platform for entrepreneurs and freelance professionals brings together a range of different operating functions and simplifies the process of providing advisory services, remotely as well as in person.

Mediobanca Premier’s sophisticated advisory model is based on key factors such as the Mediobanca Group’s strategic vision, a careful listening process, and a multichannel approach that enables ongoing coverage of clients.

Human skills are complemented by the digital platforms that have been introduced in order to simplify daily banking operations and to enable sophisticated portfolio management. Mediobanca Premier is continually investing in innovation, in order to optimize and simplify the process of subscribing for products and protecting ordinary banking operations. The digital component also provides support to the network of Financial Advisors, who benefit from cutting-edge instruments to offer bespoke solutions for customers’ different needs.

The result is a distinctive product offering, able to work alongside clients in their investment decisions and meet all their needs in terms of wealth management and protection, including the most complex.