06 October 2020

Wealth Management Observatory: strong growth for Banca Generali

According to Reply's Wealth Management Observatory, between 2008 and 2020 our Bank was positioned at the first place in Italy both for growth in assets under management (AuM) and per capita assets managed by our private bankers and wealth advisors.

During these years, Banca Generali recorded an increase in assets under management of + 464%, going from 11.2 billion at the end of 2008 to 63.3 billion at 30 June 2019.

Strong growth also for the ratio between assets under management and consultants which, in the same period, rose by + 273%. Today each of our bankers manages an average amount of € 32.2 million: a record that is the result of 11 years of constant commitment.

Reply's Wealth Management Observatory

Reply's Wealth Management Observatory represents a quantitative assessment that has examined the numbers of the 10 main asset management operators in Italy.

Reply's analysis measured the variations in the period 2008-2020 as regards the assets under management, the number of financial advisors and the relationship between these two values, one of the main criteria for evaluating the effectiveness of a savings company managed.