About Us

Bespoke Solutions
Our History

Banca Generali is a leading private bank in Italy that offers its clients financial planning and wealth protection solutions, leveraging its top-of-the-industry network of Financial Advisors and Private Bankers that stand out for their experience and professionalism. Banca Generali's strategy features a unique range of banking products, investment solutions, advisory services, and exclusive, bespoke wealth management services, with a particular focus on digital innovation and sustainability. Listed on the Milan Stock Exchange, it is 50.1% controlled by the Assicurazioni Generali Group — internationally renowned for its solidity and security for more than 180 years — and manages total assets amounting to over €69 billion (as at 31 December 2019).

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.
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