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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 2020-05-05 Annual Report
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
Bilancio 2016 Nextam Partners SGR
Annual Report Classification · 100% confidence The document is the 'Bilancio al 31 Dicembre 2016' (Annual Financial Statements) for Nextam Partners S.G.R. S.p.A. It contains the Management Report (Relazione sulla gestione), Balance Sheet (Stato Patrimoniale), Income Statement (Conto Economico), and the Board of Statutory Auditors' Report (Relazione del Collegio Sindacale). As it is a comprehensive annual financial report containing full financial statements and management analysis for the fiscal year, it is classified as an Annual Report (10-K). FY 2016
2020-05-05 Italian
Bilancio 2017 Nextam Partners SGR
Annual Report Classification · 100% confidence The document is a comprehensive annual financial report for 'Nextam Partners SGR SpA' for the fiscal year ending December 31, 2017. It includes the Board of Directors' management report, balance sheet, income statement, cash flow statement, notes to the financial statements, and the Board of Statutory Auditors' report. As it covers the full fiscal year and contains substantive financial statements and analysis, it is classified as an Annual Report (10-K equivalent for non-US entities). FY 2017
2020-05-05 Italian
Bilancio 2018 Nextam Partners SGR
Audit Report / Information Classification · 98% confidence The document is titled "Bilancio al 31 Dicembre 2018" (Financial Statements as of December 31, 2018) and contains detailed financial components such as the Balance Sheet (Stato Patrimoniale), Income Statement (Conto Economico), Statement of Comprehensive Income, Statement of Changes in Equity, Financial Statement (Rendiconto Finanziario), and Notes to the Financial Statements (Nota Integrativa). It also includes the Management Report (Relazione del Consiglio di Amministrazione sulla gestione) and the Report of the Board of Statutory Auditors (Relazione del Collegio Sindacale). The length is substantial (375,149 chars), indicating a comprehensive report, not just an announcement. The content clearly points to a full annual financial report for the year ended December 31, 2018. In the context of US SEC filings, the closest equivalent for a comprehensive annual report is the 10-K. Since the provided definitions do not have a specific code for a comprehensive Italian 'Bilancio' (Annual Financial Statement), and given the structure which includes the Management Report and Audit/Statutory Auditor reports, it aligns best with the scope of an Annual Report (10-K) or a general Audit Report (AR). However, because it is the full annual financial statement package including management discussion, it is most analogous to the comprehensive Annual Report (10-K). If 10-K is strictly for US SEC filings, the next best fit for a comprehensive annual financial report is 'AR' (Audit Report / Information), but '10-K' is often used broadly for comprehensive annual reports when available. Given the detailed financial tables and the inclusion of the management report covering the entire year, '10-K' is the most appropriate classification for a full annual report, even if the source document is Italian. FY 2018
2020-05-05 Italian
Bilancio 2019 Nextam Partners SGR
Audit Report / Information Classification · 98% confidence The document is titled "Bilancio al 31 Dicembre 2019" (Financial Statements as of December 31, 2019) and contains the full structure of a statutory financial report, including the Report of the Board of Directors on Operations (Relazione del Consiglio di Amministrazione sulla gestione), Statement of Financial Position (Stato Patrimoniale), Income Statement (Conto Economico), Statement of Comprehensive Income, Statement of Changes in Equity, Cash Flow Statement (Rendiconto Finanziario), and Notes to the Financial Statements (Nota Integrativa). It also includes the Report of the Board of Statutory Auditors (Relazione del Collegio Sindacale). This comprehensive set of documents covering a full fiscal year (2019) strongly indicates an Annual Report. Although the document is in Italian, the structure aligns perfectly with the content expected in a full annual filing, which corresponds to the 10-K category in the US context, or the comprehensive annual report for non-US entities in this classification scheme. Given the detailed financial tables and management/auditor reports for the full year, it is classified as an Annual Report (10-K). FY 2019
2020-05-05 Italian
Relazione Finanziaria Annuale 2016 Banca Generali
Annual Report Classification · 100% confidence The document is titled 'RELAZIONE FINANZIARIA ANNUALE al 31.12.2016' (Annual Financial Report as of 31.12.2016) for Banca Generali S.p.A. It contains comprehensive financial statements, management reports, governance information, and audit reports for the full fiscal year. It is clearly the official annual report, not an announcement or a summary. FY 2016
2020-05-05 Italian
Relazione Finanziaria Annuale 2017 Banca Generali
Annual Report Classification · 100% confidence The document is titled 'RELAZIONE FINANZIARIA ANNUALE al 31.12.2017' (Annual Financial Report as of 31.12.2017) for Banca Generali S.p.A. It contains comprehensive financial statements, management reports, audit reports, and detailed performance data for the full fiscal year. It is clearly the primary annual financial document, not an announcement or a summary. FY 2017
2020-05-05 Italian

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