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Banca Generali — Investor Relations & Filings

Ticker · BGN ISIN · IT0001031084 LEI · 815600903231FA2E7698 XMIL Financial and insurance activities
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Filings indexed 1,060 across all filing types
Latest filing 2022-01-13 Earnings Release
Country IT Italy
Listing XMIL BGN

About Banca Generali

https://www.bancagenerali.com/en/

Banca Generali is a private bank specializing in wealth management and financial planning for high-net-worth individuals, affluent clients, and their families. The company operates through an extensive network of professional financial advisors and private bankers who provide personalized advisory services. Core offerings focus on protecting and growing client assets through comprehensive investment management, asset protection strategies, and long-term wealth planning solutions. The bank integrates a traditional, relationship-based model with digital wealth management tools to deliver its services.

Recent filings

Filing Released Lang Actions
CS: raccolta Banca Generali a dicembre 2021
Earnings Release Classification · 99% confidence The document is titled 'COMUNICATO STAMPA' (Press Release) and announces the financial results for the full year 2021, specifically highlighting the 'Raccolta netta a dicembre' (Net collection in December) and 'Raccolta totale 2021' (€7.7 billion). It provides key financial highlights and summary tables for the period, which is characteristic of an initial announcement of periodical financial results, rather than the comprehensive report itself (like a 10-K or IR). The content focuses on key metrics (net collection, managed solutions) and includes a CEO quote, fitting the definition of an Earnings Release (ER). It is not a full transcript (CT), a full annual report (10-K), or a quarterly report (IR), as it is a summary press release. The document metadata shows it was received on January 13, 2022, reporting on the 2021 year-end/December performance, which aligns with an ER for the fiscal year end. FY 2021
2022-01-13 Italian
PR: Banca Generali net inflows dec 21
Earnings Release Classification · 99% confidence The document is titled 'PRESS RELEASE' and its subject is 'PR: Banca Generali net inflows dec 21'. It announces the financial results for December 2021 and the full year 2021, detailing net inflows, managed solutions figures, and Assets under Advisory (AuA). This format—a brief announcement highlighting key figures immediately following the end of a reporting period—is characteristic of an Earnings Release (ER). It is not a comprehensive Annual Report (10-K) or a detailed Interim Report (IR), nor is it a transcript (CT) or a presentation (IP). The document concludes with a declaration by the CFO regarding the accuracy of the accounting information, typical for an initial results announcement. FY 2021
2022-01-13 English
PR financial calendar 2022 Banca Generali
Report Publication Announcement Classification · 99% confidence The document is titled 'Banca Generali: 2022 Financial Calendar' and explicitly lists the dates for future corporate events, including Board of Directors' Meetings for approving financial results (Preliminary consolidated results, Draft Integrated Annual Report, Interim Reports) and the date for the Annual Shareholders' Meeting. This document is an announcement detailing *when* future reports and meetings will occur, rather than being the report itself (like a 10-K or IR) or the transcript of a meeting (CT). Since it announces the schedule for the release of various reports and shareholder meetings, it fits best under the category for announcing the publication of reports, which is Report Publication Announcement (RPA). The document is short (3314 chars) and its primary function is to state the schedule, aligning with the 'MENU VS MEAL' rule for RPA.
2021-12-23 Italian
CS: Calendario finanziario Banca Generali 2022
Report Publication Announcement Classification · 99% confidence The document is titled 'Banca Generali: Calendario Finanziario 2022' (Financial Calendar 2022) and explicitly lists the dates for upcoming Board of Directors meetings related to financial results (preliminary results, draft integrated financial statements, and interim management reports) and the date for the Shareholders' Meeting (Assemblea degli Azionisti). This document serves to announce the schedule of future corporate and financial events. This fits the definition of a Report Publication Announcement (RPA) as it announces the timing of future reports and meetings, although it is more specifically a 'Financial Calendar'. Since 'Financial Calendar' is not an explicit category, we must choose the closest fit. It is not the report itself (like 10-K or IR), nor is it a general regulatory filing (RNS). It is an announcement about the publication schedule of future reports and meetings. The closest fit among the provided options that deals with the timing/announcement of corporate events/reports is RPA (Report Publication Announcement), as it announces when reports will be published. However, given the content is purely a schedule of future financial events, it is often classified as a general announcement. Since it is a specific schedule announcement, RPA is the most appropriate choice over the general RNS.
2021-12-23 Italian
PR: Banca Generali net inflows 2021
Earnings Release Classification · 98% confidence The document is explicitly titled "PRESS RELEASE" and its subject is "PR: Banca Generali net inflows 2021". It provides key financial highlights for the month of November 2021 and year-to-date figures, including net inflows and Assets under Advisory. This format, focusing on immediate, summarized results for a specific period (monthly/quarterly), aligns perfectly with the definition of an Earnings Release (ER). Although it contains a declaration by the CFO regarding accounting information, the primary function is the initial announcement of period results, not the comprehensive report itself (which would be an IR or 10-K). It is not a transcript (CT), a full annual report (10-K), or a general regulatory filing (RNS), as it fits the specific 'ER' category. FY 2021
2021-12-10 Italian
Resoconto Intermedio sulla Gestione al 30 settembre 2021
Interim / Quarterly Report Classification · 100% confidence The document is titled 'RESOCONTO INTERMEDIO SULLA GESTIONE AL 30 SETTEMBRE 2021' (Interim Management Report as of September 30, 2021). It contains comprehensive financial statements, including the consolidated balance sheet and income statement, as well as management analysis of the results for the nine-month period. It is not an announcement or a certification, but the full interim report itself. Therefore, it is classified as an Interim/Quarterly Report. 9M 2021
2021-11-04 Italian

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