Skip to main content
Banca Generali logo

Banca Generali — Investor Relations & Filings

Ticker · BGN ISIN · IT0001031084 LEI · 815600903231FA2E7698 XMIL Financial and insurance activities
Open in API
Filings indexed 1,060 across all filing types
Latest filing 2021-03-12 Proxy Solicitation & In…
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
Relazione illustrativa del CdA all'Assemblea sul punto 3 all'OdG
Proxy Solicitation & Information Statement Classification · 98% confidence The document is titled "RELAZIONE ILLUSTRATIVA DEL CONSIGLIO DI AMMINISTRAZIONE... SUL PUNTO 3 ALL'ORDINE DEL GIORNO DELL'ASSEMBLEA ORDINARIA" (Explanatory Report of the Board of Directors... on Item 3 on the Agenda of the Ordinary Shareholders' Meeting). The content explicitly discusses the upcoming Ordinary Shareholders' Meeting, the mandate expiration of the current Board of Statutory Auditors (Collegio Sindacale), the procedures and requirements for nominating the new Board for the 2021-2023 term, and the determination of their remuneration. This detailed explanatory document provided to shareholders ahead of a meeting to vote on specific governance items (like board appointments and pay) strongly aligns with the purpose of a Proxy Solicitation & Information Statement, which seeks to inform and solicit votes. The Italian term 'Relazione Illustrativa' for an AGM agenda item corresponds directly to the function of a Proxy Statement (PSI). It is not a full Annual Report (10-K), an Earnings Release (ER), or a simple Dividend Notice (DIV).
2021-03-12 Italian
Relazione illustrativa del CdA all'Assemblea sul punto 2 all'OdG
AGM Information Classification · 98% confidence The document is titled "RELAZIONE ILLUSTRATIVA DEL CONSIGLIO DI AMMINISTRAZIONE... SUL PUNTO 2 ALL'ORDINE DEL GIORNO DELL'ASSEMBLEA ORDINARIA" (Explanatory Report of the Board of Directors... on Item 2 on the Agenda of the Ordinary Shareholders' Meeting). The content explicitly discusses the upcoming Ordinary Shareholders' Meeting, the expiration of the current Board of Directors' mandate, the process for nominating a new Board of Directors for the 2021-2023 term, the determination of the number of directors, and the determination of their remuneration (emoluments). This material is preparatory and explanatory for shareholder voting on board appointments and compensation, which are key components of the Annual General Meeting (AGM) process. Since the document is a detailed explanatory report related to matters voted upon at the AGM, it strongly aligns with the purpose of an AGM-related document, specifically concerning the election of directors and their pay, which is often covered in proxy materials or related AGM reports. Given the focus on the nomination and remuneration of the Board of Directors for the upcoming term, the most fitting category is AGM-R (AGM Information), as it details the proposals being presented to shareholders for a vote at that meeting.
2021-03-12 Italian
Relazione illustrativa del CdA all'Assemblea sul punto 1 all'OdG
AGM Information Classification · 98% confidence The document is titled "RELAZIONE ILLUSTRATIVA DEL CONSIGLIO DI AMMINISTRAZIONE... SUL PUNTO 1 ALL'ORDINE DEL GIORNO DELL'ASSEMBLEA ORDINARIA" (Explanatory Report of the Board of Directors... on Item 1 on the Agenda of the Ordinary Shareholders' Meeting). It explicitly discusses the approval of the Financial Statements for the year ended December 31, 2020, the allocation of the year's profit, and the proposed dividend distribution, which are typical items for an Annual General Meeting (AGM). The text concludes with the proposed resolutions for the Shareholders' Meeting ('delibera'). Although it discusses the Annual Financial Statements, the primary context and structure indicate this is the explanatory material presented *to* the shareholders *at* the AGM regarding the financial results and dividend proposal, rather than the full 10-K or the formal dividend announcement itself. This strongly points towards AGM-related material.
2021-03-12 Italian
PR: Banca Generali net inflows february 2021
Regulatory Filings Classification · 99% confidence The document is explicitly titled 'PRESS RELEASE' and contains key financial highlights for a specific period ('Total net inflows at €622 million in February'). It details monthly performance metrics (net inflows, managed solutions, AUC) and includes commentary from the CEO. This structure is characteristic of an initial announcement of periodic financial results, focusing on key figures rather than the comprehensive detail found in a full quarterly report (IR) or annual report (10-K). The presence of the CFO's certification regarding accounting information further supports this being an official results announcement. Therefore, it aligns best with the Earnings Release (ER) category.
2021-03-08 Italian
CS: Raccolta Banca Generali febbraio 2020
Earnings Release Classification · 99% confidence The document is titled "COMUNICATO STAMPA" (Press Release) and its subject is "CS: Raccolta Banca Generali febbraio 2020" (Net Collection Banca Generali February 2020). It details monthly and year-to-date net collection figures (€622 million for February 2021) and provides commentary from the CEO. This format, focusing on key periodic financial results (monthly collection figures) released via a press announcement, strongly aligns with the definition of an Earnings Release (ER). It is not a full Annual Report (10-K) or a comprehensive Interim Report (IR), as it focuses specifically on inflows/collections rather than the full balance sheet/income statement. It is also not a Report Publication Announcement (RPA) because it contains the actual results, not just an announcement that results are forthcoming. The document length (8065 chars) is substantial enough to contain the core results, confirming it is the release itself. Q1 2021
2021-03-08 Italian
PR: Banca Generali, 2020 AIR
Audit Report / Information Classification · 98% confidence The document is titled 'ANNUAL INTEGRATED REPORT INCLUDING DRAFT SEPARATE AND CONSOLIDATED FINANCIAL STATEMENTS FOR 2020 APPROVED' and explicitly discusses the approval of the Annual Integrated Report 2020, Draft Consolidated Financial Statements, and Draft Separate Financial Statements. It contains detailed financial results (net profit, assets, income) for the year 2020, which are characteristic of a comprehensive annual filing. Although it mentions the dividend proposal and the call for the General Shareholders' Meeting, the core content is the presentation of the full-year financial performance and the associated integrated report structure (mentioning Economic-Financial, Intellectual, Human, Natural, and Relationship Capital, aligning with integrated reporting frameworks). This strongly indicates it is the Annual Report (10-K equivalent for non-US filers, or the comprehensive annual filing). The length (over 34k characters) confirms it is a full report, not just an announcement (RPA). FY 2020
2021-03-05 Italian

Browse filings by year

12 years

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.