High net worth individuals

The Mediobanca group has built its reputation on exclusivity, excellence, discretion and sophisticated solutions tailored to our private banking, HNWI and UHNWI customers

We serve private banking, HNWI (High Net Worth Individuals) and UHNWI (Ultra High Net Worth Individuals) customers with Mediobanca Private Banking in Italy and CMB Monaco
Our services are the result of exclusive synergies with the Mediobanca group’s exceptional professionals in:

  • the Corporate & Investment Banking division, a benchmark for corporate advisory services to Italian business owners;
  • the specialized asset management boutiques, which offer a distinctive, specialized offer, particularly in alternative investment niche segments.

 

Highlights (annual consolidated results at 30 June 2024)

Banker

155

Customers

~11,000

TFAs

€ 45 billion

AUM/AUA

€ 34 billion

Strengths

Unique Private - Investment Banking model

  • Dual IB/PB coverage
  • Strong concentration in HNWI/UHNWI target clients

Innovation

  • Benchmark in private markets by investment opportunities
Mediobanca Private Banking (MBPB)

Mediobanca Private Banking (MPBP) was established in 2017 with the merger of Banca Esperia into Mediobanca Spa. It is now a prominent, widely respected name in the Italian market known for its exclusive, distinctive offer.

Our strength: the integration of Private Banking and Investment Banking

MBPB is the only Italian private/investment bank: with close to 75 years of experience in investment banking, we can provide our private UHNWI customers with innovative private asset investment solutions (private equity, private debt and club deals).

Our constant interaction with the group’s investment bankers also enables us to serve business owners, particularly in the mid cap segment, offering our renowned expertise in M&A Advisory and Debt and Equity Capital Markets.

Learn more:  www.mediobancapb.com

 

P15 IntegrazionePB IB EN
CMB MONACO

Wholly owned by Mediobanca, CMB Monaco (CMB) is a market leader in the Principality of Monaco.

The bank’s historic presence and location in Monaco, combined with its absolute independence, have made it a premier provider of exclusive services to international customers.

CMB is enhancing the quality of its offer through the synergies offered by Mediobanca’s European investment banking platform, which was recently expanded with the acquisition of the French boutique Messier Maris.

Learn more: www.cmb.mc