Skip to main content
Banca Generali logo

Banca Generali — Investor Relations & Filings

Ticker · BGN ISIN · IT0001031084 LEI · 815600903231FA2E7698 XMIL Financial and insurance activities
Filings indexed 1,060 across all filing types
Latest filing 2021-04-16 Director's Dealing
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
COMUNICAZIONE INTERNAL DEALING
Director's Dealing Classification · 99% confidence The document is an 'Informazione Regolamentata' (Regulated Information) from BANCA GENERALI, dated April 16, 2021. The subject ('Oggetto') is 'COMUNICAZIONE INTERNAL DEALING'. The template provided is titled 'Template for notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them.' This clearly indicates a report detailing share transactions by company directors or executives (insider trades). This aligns perfectly with the definition for Director's Dealing (DIRS). Although the text says 'Vedi allegato' (See attachment), the document itself is the notification/disclosure, not just an announcement of a separate report, and it contains the structured data fields for the transaction disclosure.
2021-04-16 Italian
COMUNICAZIONE INTERNAL DEALING
Director's Dealing Classification · 99% confidence The document is an official notification from 'BANCA GENERALI' dated April 16, 2021. The subject line explicitly states 'COMUNICAZIONE INTERNAL DEALING' (Internal Dealing Communication). The template used is titled 'Template for notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them.' This clearly indicates a report of personal share transactions by company directors or executives (insider trades). This matches the definition for Director's Dealing (DIRS). The document is a formal regulatory disclosure, not just an announcement of a report (RPA/RNS), and its content is specific to insider transactions.
2021-04-16 Italian
COMUNICAZIONE INTERNAL DEALING
Director's Dealing Classification · 99% confidence The document is an official notification from 'BANCA GENERALI' dated April 16, 2021. The subject line is 'COMUNICAZIONE INTERNAL DEALING' (Internal Dealing Communication). The template title explicitly states it is a 'Template for notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them.' This directly corresponds to the reporting requirements for insider transactions by management/directors. The filing type code for Director's Dealing is DIRS.
2021-04-16 Italian
PR: Net inflows Banca Generali march 2021
Earnings Release Classification · 99% confidence The document is explicitly titled 'PRESS RELEASE' and its subject is 'PR: Net inflows Banca Generali march 2021'. It provides key financial highlights (total net inflows, managed solutions inflows) for the month of March 2021 and year-to-date figures, comparing them to previous periods. This format—a brief announcement of period results with key metrics and commentary from management—is characteristic of an Earnings Release (ER). It is not a comprehensive report (like 10-K or IR), nor is it a transcript (CT) or a formal audit report (AR). The presence of the CFO's certification at the end further confirms it as an official periodic financial disclosure. Q1 2021
2021-04-09 Italian
CS: Raccolta Banca Generali marzo 2021
Regulatory Filings Classification · 99% confidence The document is a press release titled "Raccolta netta totale a €646 milioni a marzo" (Total net collection at €646 million in March) from Banca Generali, dated April 9, 2021. It details the company's net collection figures for March 2021 and the first quarter of 2021, focusing on key financial highlights (net collection, managed solutions, assets under advisory). This format—a brief announcement of period-end financial results—is characteristic of an Earnings Release (ER). It is not the comprehensive Annual Report (10-K) or the detailed Interim Report (IR), nor is it a transcript (CT) or a management discussion (MDA). It is the initial announcement of results.
2021-04-09 Italian
Relazione Annuale Integrata 2020
Annual Report Classification · 100% confidence The document is titled 'RELAZIONE ANNUALE INTEGRATA 2020' (Integrated Annual Report 2020) for Banca Generali S.p.A. It contains comprehensive financial statements, consolidated balance sheets, notes to the accounts, and audit reports for the fiscal year ending December 31, 2020. As it is the primary annual reporting document containing full financial performance and activity, it is classified as a 10-K (Annual Report). FY 2020
2021-03-31 Italian

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.