About Us

Bespoke Solutions
Our History

Banca Generali è una banca private leader in Italia nella pianificazione finanziaria e nella tutela patrimoniale dei clienti, forte di una rete di consulenti-private bankers ai vertici del settore per competenze e professionalità. La strategia di Banca Generali si caratterizza per l'unicità della sua offerta che abbraccia prodotti bancari, soluzioni d'investimento, advisory e servizi esclusivi e personalizzati nell'ambito del wealth management, con una particolare attenzione all’innovazione digitale e alla sostenibilità. Listed on the Milan Stock Exchange, it is a 50.1 percent subsidiary of the Assicurazioni Generali Group-synonymous for more than 180 years with international solidity and security-manages more than €83.1 billion as of Dec. 31, 2022 on behalf of clients.

Valeur is a Swiss wealth management company founded in Lugano in 2009 thanks to the vision and entrepreneurial spirit of Alida Carcano and Dario Micheli, who together with other private banking and investment banking professionals decided to devote their expertise to helping private banking and institutional clients achieve their financial goals. By screening the best opportunities on the market and offering bespoke investment solutions, Valeur Fiduciaria provides radically innovative, independent service in an environment of fully aligned interests.
* For information on the risks generally associated with Financial Instruments, please also refer to the Swiss Bankers Association brochure "Risks in Trading Financial Instruments," also attached to the Financial Services Agreement and available at following link.
BG Valeur2019
Incorporation of BG ValeurBanca Generali2018
New partnership with Saxo Bank: incorporation of BG SaxoBG Valeur2016
Inauguration of the Locarno officeBanca Generali2014
Acquisition of Credit Suisse’s private-banking business line in ItalyValeur2014
Inclusion in the Swiss Sustainable Finance’s networkValeur2013
Partnership with the Bocconi University and participation into the Asia ConferenceValeur2011 - 2010
Opening of the Chiasso representative officeBanca Generali2009
Incorporation of Generali Fund Management (GFM)Valeur2009
Incorporation of Valeur FiduciariaBanca Generali2008
Acquisition of Banca del Gottardo ItaliaBanca Generali2006
Acquisition of BG SGR and Banca BSI Italia Listing on Borsa ItalianaBanca Generali2005
Acquisition of Intesa FiduciariaBanca Generali2003
Acquisition of Banca PrimaveraBanca Generali2000
Incorporation of Banca Generali
A member of the Banca Generali Group