wealth manag

Our offering: outstanding services for our Private and Premier Banking clients

Our approach to Wealth Management is faithful to our values of exclusiveness, confidentiality and the highest levels of professionalism. Our activities range from Private Banking services for HNWI/UHNWI clients, to investment advice for Premier clients with Mediobanca Premier, to the high-level, distinctive services offered by our product factories. We are uniquely positioned as a bank of choice for Italian entrepreneurs, whom we are able to follow in all areas of their lives, business and private.

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A distinctive model in Italy

Wealth Management and Private Banking activities are increasingly important for our Group, and represent the main priority for our future growth. Our aim is to establish ourselves as market leader in Wealth Management, for the distinctiveness and quality of our product and service offering, and our ability to offer sophisticated solutions, leveraging on the synergies generated with our traditional investment banking activity, to propose a new Private & Investment Banking model which is unique in Italy.

Our Wealth Management services and teams

  • Mediobanca Premier emerged from the repositioning of CheBanca! versus Premier clients
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  • Our activities with HNWI/UHNWI clients are distinctive because of our Private & Investment Banking model
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  • We also have our own product factories, such as Mediobanca SGR, Polus Capital and RAM AI
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Our Wealth Management strategies for 2023-26