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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 2018-05-29 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
Segnalazione Internal Dealing
Director's Dealing Classification · 99% confidence The document is a formal notification in Italian and English regarding transactions by persons discharging managerial responsibilities. The key subject line is 'Oggetto: Segnalazione Internal Dealing' (Subject: Internal Dealing Notification). This directly corresponds to the reporting of personal share transactions by company directors and executives, which is classified as Director's Dealing (DIRS). The document structure follows a standardized template for such disclosures.
2018-05-29 Italian
PR: net inflows april 2018
Earnings Release Classification · 99% confidence The document is a press release dated May 10, 2018, detailing the company's 'net inflows' for April 2018 and Year-to-Date (YTD). It provides key financial highlights, management commentary, and summary tables comparing current month/period results against previous periods. The subject line explicitly states 'PR: net inflows april 2018'. This format, focusing on the immediate release of key periodic financial metrics rather than a comprehensive, audited report (10-K) or a detailed interim report (IR), strongly indicates an Earnings Release (ER). The document also contains a declaration by the CFO confirming the accounting information corresponds to the books, which is common in ERs. Q1 2018
2018-05-10 English
CS: raccolta aprile 2018
Earnings Release Classification · 99% confidence The document is a formal announcement from Banca Generali dated May 10, 2018, titled 'CS: raccolta aprile 2018' (Net collection April 2018). It provides key financial metrics (net collection, managed assets collection) for the month of April and year-to-date figures, accompanied by commentary from the CEO and detailed tables. This structure—a brief announcement summarizing period results with tables and management commentary—is characteristic of an Earnings Release (ER), which provides the initial highlights of periodical financial results, rather than the comprehensive Interim Report (IR) or the full Annual Report (10-K). The document explicitly states 'COMUNICATO STAMPA' (Press Release) and focuses on the monthly performance update. Q2 2018
2018-05-10 Italian
Verbale di assemblea ordinaria - 2° parte
Governance Information Classification · 95% confidence The document is a detailed description of the Nomination Committee and the Remuneration Committee within a company, including their composition, roles, responsibilities, and activities during the year 2017. It references governance principles, regulatory codes, and internal committee functions. There is no indication that this is an announcement of a report or a brief summary; rather, it is a substantive governance-related report. The content aligns with governance information detailing internal rules, board structure, and governance practices. Therefore, the document fits best under Governance Information (CGR).
2018-05-04 Italian
Verbale di Assemblea ordinaria - 1° parte
AGM Information Classification · 95% confidence The document is a detailed transcript of an ordinary shareholders' meeting (Assemblea Ordinaria) held by Banca Generali on April 12, 2018, including formalities, attendance, voting rights, and procedural details. It is a verbale di assemblea (minutes of the meeting), which corresponds to materials shared during an Annual General Meeting (AGM). The document is not a financial report, earnings release, or regulatory filing but rather the official record of the AGM proceedings. Therefore, the appropriate classification is AGM Information (AGM-R).
2018-05-04 Italian
Resoconto intermedio sulla gestione al 31 marzo 2018
Interim / Quarterly Report Classification · 100% confidence The document is titled 'RESOCONTO INTERMEDIO SULLA GESTIONE AL 31 MARZO 2018' (Interim Management Report as of March 31, 2018). It contains detailed consolidated financial statements, including the balance sheet, income statement, and comprehensive income statement for the first quarter of 2018. It is a comprehensive financial report for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). Q1 2018
2018-04-23 Italian

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