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 2016-06-14 Board/Management Inform…
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
CS: Dimissioni membri cda
Board/Management Information Classification · 99% confidence The document is a formal communication (Informazione Regolamentata) from Banca Generali dated June 14, 2016. The subject ('Oggetto') is 'CS: Dimissioni membri cda' (Press Release: Resignation of Board Members). The text explicitly details the resignations of the Chairman of the Board (Paolo Vagnone) and another board member (Philippe Donnet). This directly corresponds to the definition of Board/Management Information, which covers announcements of changes in the company's board of directors or senior management.
2016-06-14 Italian
PR: Net Inflows May 2016
Regulatory Filings Classification · 99% confidence The document is titled 'PR: Net Inflows May 2016' and contains key financial highlights for the month of May 2016, including total net inflows and net inflows of managed products, along with comparative year-to-date figures. It is a concise announcement of periodical financial results, not the comprehensive report itself (like a 10-K or IR). The structure and content strongly align with an Earnings Release (ER), which provides initial highlights before a full report is issued. The final paragraph confirms the information corresponds to accounting records, typical for an earnings announcement.
2016-06-06 English
Cs: Raccolta maggio 2016
Earnings Release Classification · 99% confidence The document is titled 'COMUNICATO STAMPA' (Press Release) and its subject is 'Raccolta maggio 2016' (May collections/net inflows). It provides key financial highlights for the month of May 2016, including total net collection (€433 million) and managed net collection (€325 million), along with comparative year-to-date figures. This format—a brief announcement summarizing key performance indicators for a specific period (monthly)—is characteristic of an Earnings Release (ER). It is not a comprehensive annual report (10-K) or a full interim report (IR), but rather the initial, high-level announcement of results. The document also contains a declaration by the officer responsible for accounting documents, confirming the figures, which is common in ERs. Q2 2016
2016-06-06 Italian
operazione di internal dealing
Director's Dealing Classification · 99% confidence The document is a formal communication from 'BANCA GENERALI' dated May 24, 2016, identified by the 'Informazione Regolamentata n. 0856-42-2016'. The subject ('Oggetto') is explicitly stated as 'operazione di internal dealing' (insider dealing transaction). The attached schema is titled 'FILING MODEL FOR DISCLOSURE OF TRANSACTIONS REFERRED TO ARTICLE 152-octies, paragraph 7', which mandates the disclosure of transactions conducted by persons discharging managerial responsibilities (PDMRs). This directly corresponds to the definition of Director's Dealing (insider trades by directors/executives). The filing type code 'DIRS' (Director's Dealing) is the most appropriate classification.
2016-05-24 Italian
PR: Change to the 2016 financial calendar
Report Publication Announcement Classification · 99% confidence The document is a short regulatory announcement (Informazione Regolamentata) dated May 17, 2016. The subject ('Oggetto') is 'PR: Change to the 2016 financial calendar'. The text explicitly states a change in the date for examining the 1H 2016 results and mentions a subsequent conference call. Since this document is an announcement about a future event (the release of interim results and the associated call) rather than the results themselves or the full transcript, it fits best as a general regulatory announcement or a notice regarding future reporting. Given the options, it is a notice about the timing of financial reporting events. While it mentions a future conference call (CT) and interim results (IR), the core purpose of this specific filing is to announce the schedule change. This type of schedule update announcement, especially when brief and referencing future events, often falls under general Regulatory Filings (RNS) or potentially a Report Publication Announcement (RPA) if it were announcing the publication of a report. Since it's announcing a *change* to the schedule, RNS is the most appropriate general category for miscellaneous regulatory updates that don't fit the specific report types.
2016-05-17 English
CS: modifica al calendario finanziario 2016
Report Publication Announcement Classification · 99% confidence The document is a short regulatory announcement (Informazione Regolamentata) from Banca Generali dated May 17, 2016. The 'Oggetto' (Subject) is 'CS: modifica al calendario finanziario 2016' (CS: modification to the 2016 financial calendar). The text explicitly states that the Board meeting for the 1st semester 2016 results is rescheduled and mentions that management will hold a conference call on that day to present the results. Since this document is an announcement about a change in the schedule for future financial reporting and a conference call, and it is very short (1842 chars) and refers to future events/reports, it fits the definition of a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Given that it specifically announces a change to the financial calendar, which impacts when reports/calls happen, RPA is a strong candidate, but RNS is the most appropriate general regulatory announcement category for schedule changes that aren't explicitly covered elsewhere. However, since it announces the date of the conference call (CT) and the date of the results approval (ER/IR), and it is a formal regulatory notice, RNS is the safest general classification for a schedule change notice. If the document were the actual transcript or the actual earnings release, the classification would change. Based on the 'Menu vs Meal' rule, this is an announcement about future events, making RNS or RPA suitable. I will select RNS as the general regulatory filing for schedule changes.
2016-05-17 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.