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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 2016-12-06 Earnings Release
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: Net Inflows november 2016
Earnings Release Classification · 99% confidence The document is titled 'PR: Net Inflows november 2016' and provides key financial highlights for the month of November 2016, including net inflows figures and year-to-date comparisons. It is a concise announcement of periodic financial results, often released before a more comprehensive report. The presence of a General Manager quote and detailed tables summarizing monthly performance strongly suggests this is an Earnings Release (ER). It is not a full Annual Report (10-K) or a comprehensive Interim Report (IR), as it focuses only on inflows and is presented as a press release ('PR'). The document length (6600 chars) is substantial enough to be the release itself, not just a notification (RPA/RNS). Q4 2016
2016-12-06 English
CS: Raccolta novembre 2016
Earnings Release Classification · 99% confidence The document is titled 'COMUNICATO STAMPA' (Press Release) and its subject is 'CS: Raccolta novembre 2016' (Net Collection November 2016). It provides key financial highlights for the month of November and year-to-date figures regarding client deposits and managed assets (€420 million collected in November, €4.9 billion YTD). This format, focusing on immediate, high-level results for a specific period (monthly/quarterly), aligns perfectly with an Earnings Release (ER), which is the initial announcement of periodical financial results (key highlights only). It is not a comprehensive report (like 10-K or IR), nor is it a transcript (CT) or a formal presentation (IP). The presence of the CFO's certification at the end confirms its status as an official financial announcement. FY 2016
2016-12-06 Italian
Statuto sociale vigente al 2 dicembre 2016
Regulatory Filings Classification · 99% confidence The document text is entirely in Italian and appears to be the 'STATUTO SOCIALE' (Bylaws or Articles of Association) of 'BANCA GENERALI S.p.A.'. It details the company's constitution, registered office, corporate purpose, duration, capital structure (including historical stock option plans), and the rules governing the Shareholders' Meeting (Assemblea) and the Board of Directors (Consiglio di Amministrazione). This type of foundational document, outlining the internal rules and governance structure, aligns best with the definition of Governance Information (CGR), which covers internal rules and board structure. It is not a financial report (10-K, IR, ER), a specific announcement (DIV, DIRS, MANG), or a proxy statement (DEF 14A/PSI).
2016-12-02 Italian
Aumento capitale sociale
Share Issue/Capital Change Classification · 99% confidence The document is an official communication (Informazione Regolamentata) dated December 1, 2016, with the subject line 'Aumento capitale sociale' (Capital increase). The text explicitly states that the share capital has increased due to the execution of a phase of the capital increase related to a stock option plan. This directly relates to changes in the company's capital structure and financing activities. Based on the definitions, 'Capital/Financing Update' (CAP) is the most appropriate classification for an announcement detailing an increase in share capital.
2016-12-01 Italian
Resoconto intermedio di gestione al 30 settembre 2016
Interim / Quarterly Report Classification · 100% confidence The document is titled 'RESOCONTO INTERMEDIO SULLA GESTIONE AL 30 SETTEMBRE 2016' (Interim Management Report as of September 30, 2016) for Banca Generali. It contains detailed consolidated financial statements, including the balance sheet, income statement, and comprehensive income statement, along with management commentary on performance. Since it covers a period shorter than a full fiscal year (nine months) and includes substantive financial data, it is classified as an Interim/Quarterly Report. 9M 2016
2016-11-08 Italian
PR: 9 months results
Earnings Release Classification · 99% confidence The document is titled 'PRESS RELEASE' and contains key financial highlights for the '9 months results' (9M 2016) and the third quarter (3Q 2016). It explicitly mentions consolidated results approved by the Board of Directors and includes detailed Profit and Loss statements for both the 9-month period and the 3Q period. This structure—a formal announcement of period-end financial figures—is characteristic of an Earnings Release (ER). Although it contains annexes that look like parts of a more comprehensive report, the primary format and content delivery method (a press release summarizing results and announcing a conference call) strongly indicate an ER, which focuses on the initial announcement of periodical financial results. It is not a 10-K (Annual Report) because it covers 9 months, not a full fiscal year. It is not an IR (Interim Report) because it is presented as a 'PRESS RELEASE' announcing the results, rather than the comprehensive statutory report itself. It is not an RPA because it contains the full summary and data, not just an announcement that a report is available. 9M 2016
2016-11-08 English

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