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 2018-08-30 Transaction in Own Shar…
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
PR: Banca Generali: conclusion of the buy-back of treasury shares plan
Transaction in Own Shares Classification · 98% confidence The document is a press release from Banca Generali dated August 30, 2018, announcing the 'conclusion of the buy-back of treasury shares plan'. The content details the number of shares bought back, the average price, and the resulting total treasury shares held by the company. This action—the company purchasing its own shares—directly corresponds to the definition of 'Transaction in Own Shares'. Therefore, the appropriate filing type code is POS.
2018-08-30 Italian
CS: deposito relazione finanziaria semestrale
Report Publication Announcement Classification · 99% confidence The document is a formal announcement dated August 3, 2018, titled 'CS: deposito relazione finanziaria semestrale' (Filing of the Half-year Financial Statements). The text explicitly states that the 'relazione finanziaria semestrale consolidata' (consolidated half-year financial statements) has been 'depositata a disposizione del pubblico' (filed and made available to the public) and provides details on where it can be accessed (Registered Offices, corporate website, authorized storage system). Since the document's primary function is to announce the publication/filing of a comprehensive report for a period shorter than a year (half-year), and it is very short (under 5,000 characters) with the instruction 'Vedi allegato' (See attachment), it fits the definition of a Report Publication Announcement (RPA) rather than the Interim/Quarterly Report (IR) itself. The key indicator is the announcement of the filing, not the content of the financial statements.
2018-08-03 Italian
Relazione finanziaria semestrale
Interim / Quarterly Report Classification · 100% confidence The document is a 'Relazione Finanziaria Semestrale Consolidata' (Consolidated Half-Year Financial Report) for Banca Generali S.p.A. as of June 30, 2018. It contains comprehensive financial statements, management discussion and analysis (Relazione Intermedia sulla Gestione), notes to the financial statements, and an audit report. This fits the definition of an Interim/Quarterly Report (IR) as it provides substantive financial data for a period shorter than a full fiscal year. H1 2018
2018-08-03 Italian
PR: Net Inflows 2018
Earnings Release Classification · 99% confidence The document is titled 'PRESS RELEASE' and its subject is 'PR: Net Inflows 2018' with specific figures for July and Year-to-Date (YTD) net inflows. It provides key financial highlights for a specific period (July 2018) and includes a CEO quote and a summary table of inflows. This structure is characteristic of an initial announcement of periodic financial results, focusing on key metrics rather than the comprehensive detail found in a full quarterly report (IR) or annual report (10-K). The declaration by the CFO at the end confirms the accounting information's correspondence to records, typical for an earnings announcement. Therefore, it fits the definition of an Earnings Release (ER). Q3 2018
2018-08-02 English
CS: Raccolta luglio 2018
Earnings Release Classification · 99% confidence The document is titled 'COMUNICATO STAMPA' (Press Release) and details the company's 'Raccolta netta luglio 2018' (Net collection for July 2018) and year-to-date figures. It provides key financial highlights, commentary from the CEO, and summary tables of net inflows across different product categories (managed savings, non-managed savings, insurance). This structure—a brief announcement focusing on period-specific financial performance highlights—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). Since it announces the results immediately, it fits the ER definition best, rather than a Report Publication Announcement (RPA) which typically announces the *future* release of a full document. Q3 2018
2018-08-02 Italian
PR: Results 1H 2018
Earnings Release Classification · 99% confidence The document is titled 'PRESS RELEASE' and its subject is 'PR: Results 1H 2018' (Results at 30 June 2018). It provides key financial highlights (Total assets, Management fees, Net profit) for the first half of the year (H1 2018) and includes detailed P&L tables for 6M 17 vs 6M 18, as well as Q2 2018 results. This structure—a formal announcement of period-end financial figures—is characteristic of an Earnings Release (ER). Although it contains detailed financial tables, the primary format is a press release announcing the results, not the comprehensive, mandated regulatory filing (which would be an 'IR' or '10-K' if it were the full report). Furthermore, it explicitly mentions a 'conference call' scheduled for the same day, which is typical for an ER. The document is too detailed to be a simple Report Publication Announcement (RPA) which usually just points to the report. H1 2018
2018-07-26 English

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.