Banca Generali: Best ESG Private Banking Solutions Italy 2020


Sustainability is the core mission of Banca Generali, a commitment that is reflected throughout its business model. The private bank specialises in financial planning and customer asset protection. Since its launch in the early 2000s, Banca Generali has become a reference point in Italy for service value, innovation and sustainable growth throughout its operations, services and products. It has cultivated a corporate culture noted for diversity and inclusion, and has achieved gender parity in the workforce. Ongoing professional development programmes provide more than 164,000 hours of training for its employees. In addition to its subsidiaries and partnerships, the Banca Generali network includes consultancy collaborations with financial planners, private bankers, wealth- and relationship managers. This structure enables Banca Generali to bundle all its products and services into one convenient platform. Clients can log into the portal and filter product searches to build an investment portfolio that reflects their individual risk profiles and ESG priorities. The platform is visually stimulating, with colourful SDG icons serving as identifiers and search tools. It breaks down each fund’s contribution to ESG targets, showing how investments can deliver healthy returns while creating positive impacts. Banca Generali encourages all stakeholders to participate in the definition and implementation of its sustainability strategies. The judging panel recognises Banca Generali as an industry pioneer and champion of sustainability with the 2020 award for Best ESG Private Banking Solutions (Italy).

Tags assigned to this article: