Private & Investment Banking

Exclusiveness, excellence, confidentiality, sophisticated and tailored solutions: we make the qualities that contribute to the Mediobanca Group’s reputation overall available to our Private Banking, HNWI and UHNWI clients as well, positioning us as a bank of choice for entrepreneurs and businesses.

We are a market leader for Private Banking, HNWI (High Net Worth Individual) and UHNWI (Ultra High Net Worth Individual) clients through Mediobanca Private Banking (MBPB) in Italy and CMB Monaco in the Principality of Monaco.

Private & Investment Banking model

We have developed a model that is unique in Italy, by leveraging the exclusive synergies between our Private Banking division and our historical Corporate & Investment Banking activities, which have always been a point of reference in terms of providing corporate advice  to Italian entrepreneurs.

Mediobanca Private Banking is the only Italian Private-Investment Bank able to position itself as a strategic partner for entrepreneurs, serving both their personal investment needs and those for their companies’ growth and development.

In the Mid-Cap segment in particular we can offer our clients our acknowledged experience and strengths in M&A Advisory and Debt and Equity Capital Markets operations.

With a track record of almost 80 in investment banking, we can also offer our Private Banking and UHNWI clients innovative investment solutions in private assets: private equity, private debt and club deals.

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Our distinctive characteristics

In Private Banking we stand out for our exclusiveness, professionalism, the excellence of our products and services, and the confidentiality that have helped create our reputation as an investment bank.

We can offer our clients:

  • An acknowledged capability in terms of proposing bespoke, complex and sophisticated solutions;
  • Our unique and exclusive Private & Investment Banking model, which enables us to offer our entrepreneur clients a global advisory approach in terms of Wealth Management services to manage their personal wealth, and Corporate & Investment Banking services for their companies;
  • Indepth knowledge of Private Markets, which allows us to offer our clients alternative, exclusive and highly specialized investment services through the possibility of investing in illiquid instruments.
Key figures (data as at 30 June 2024)

Banker

155

Customers

~11,000

TFAs

€45billion

AUM/AUA

€34billion

Mediobanca Private Banking (MBPB)
Mediobanca Private Banking (MPBP) was set up in 2017 following the merger of Banca Esperia into Mediobanca S.p.A. Today MBPB is an established and recognized brand in the Italian market, with an exclusive and distinctive offering of products and services associated with it.

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CMB Monaco

CMB Monaco (CMB), 100%-owned by Mediobanca, is a leader in this sector in the Principality of Monaco.

Its historical presence, geographical location and absolute independence make it a player of primary importance which is able to provide its international clientele with exclusive services.

CMB Monaco is enhancing the quality of its offering on the back of synergies offered with Mediobanca’s European investment banking platform.

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