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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 2015-06-03 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 May 2015
Earnings Release Classification · 99% confidence The document is a press release dated June 3, 2015, with the subject 'PR: Net Inflows May 2015'. It provides key financial highlights for the month of May 2015 and year-to-date figures, including total net inflows (€435 million for May) and commentary from the CEO. This format—a brief announcement of period-end financial results, often including tables summarizing key metrics—is characteristic of an Earnings Release (ER). It is not a comprehensive Annual Report (10-K) or a detailed Interim/Quarterly Report (IR), nor is it merely an announcement of a report's publication (RPA), as it contains the actual summarized results. The presence of the declaration by the manager responsible for preparing financial reports further confirms its nature as an official results announcement. Q2 2015
2015-06-03 English
Cs: raccolta maggio 2015
Earnings Release Classification · 99% confidence The document is titled 'COMUNICATO STAMPA' (Press Release) and its subject is 'Cs: raccolta maggio 2015' (Net collection May 2015). It presents key financial metrics (net collection figures) for the month of May 2015 and year-to-date figures, along with commentary from the CEO. This format, focusing on the immediate release of period-specific financial highlights rather than a comprehensive annual or quarterly report (like 10-K or IR), strongly indicates an Earnings Release (ER). Although it contains tables, the primary function is the initial announcement of results, not the full statutory filing or a detailed management discussion (MDA). The length is substantial (over 11,000 characters), suggesting more than just a brief notice, but the content is focused on the 'release' of the monthly collection data. Q2 2015
2015-06-03 Italian
Statuto sociale
Regulatory Filings Classification · 99% confidence The document text consists of structured articles and sections detailing the 'STATUTO SOCIALE' (Bylaws/Articles of Association) for 'BANCA GENERALI S.p.A.'. It covers fundamental aspects like constitution, registered office, corporate purpose (Art. 3), capital structure (Art. 5), and the organization and functioning of the Shareholders' Meeting (Assemblea) and the Board of Directors (Consiglio di Amministrazione) (Art. 8 onwards). This content is characteristic of a company's foundational legal document, which is typically filed with regulatory bodies or provided to shareholders as part of corporate governance disclosure. It is not an Annual Report (10-K), an Earnings Release (ER), a Proxy Statement (PSI), or a specific transaction announcement. Among the provided codes, 'Governance Information' (CGR) is the most appropriate fit, as the Bylaws define the internal rules, structure, and governance practices of the company. While it relates to capital (SHA) and management (MANG), the document's primary function is defining the corporate governance framework itself.
2015-05-26 Italian
operazione di Internal Dealing
Director's Dealing Classification · 99% confidence The document is an official communication from 'BANCA GENERALI' dated May 22, 2015. The 'Oggetto' (Subject) is 'operazione di Internal Dealing' (Internal Dealing transaction). The schema used is explicitly titled 'SCHEMA DI COMUNICAZIONE AI SENSI DELL'ARTICOLO 152-octies, comma 7 FILING MODEL FOR DISCLOSURE OF TRANSACTIONS REFERRED TO ARTICLE 152-octies, paragraph 7'. This article in Italian financial regulation (TUF) mandates disclosure for transactions conducted by directors, managers, or closely associated persons (insiders). This directly corresponds to the definition of Director's Dealing (insider trades). The filing type code 'DIRS' (Director's Dealing) is the most appropriate classification.
2015-05-22 Italian
Operazione di internal dealing
Director's Dealing Classification · 99% confidence The document is structured as a formal notification, indicated by headers like "Informazione Regolamentata" (Regulated Information) and specific filing schema references (e.g., "SCHEMA DI COMUNICAZIONE AI SENSI DELL'ARTICOLO 152-octies, comma 7"). The 'Oggetto' (Subject) explicitly states "Operazione di internal dealing" (Insider dealing transaction). Furthermore, the content details personal transactions (Section 4) made by a relevant person (Stefano Grassi) concerning the company's shares. This perfectly matches the definition of Director's Dealing (insider trades by directors/executives). Code mapping: Director's Dealing corresponds to DIRS.
2015-05-18 Italian
operazione di internal dealing
Director's Dealing Classification · 99% confidence The document is a formal communication from 'BANCA GENERALI' dated May 11, 2015. The 'Oggetto' (Subject) is 'operazione di internal dealing' (internal dealing transaction). The schema used is explicitly titled 'SCHEMA DI COMUNICAZIONE AI SENSI DELL'ARTICOLO 152-octies, comma 7' (Filing Model for Disclosure of Transactions referred to Article 152-octies, paragraph 7). This article in Italian financial law mandates disclosure for transactions conducted by directors, managers, or persons closely associated with them (insiders). This directly corresponds to the definition of Director's Dealing (DIRS), which covers personal share transactions by company directors and executives (insider trades). The transaction details confirm a purchase (Type 'V' for Vendita/Acquisto, likely Acquisto/Purchase given the context of insider disclosure, or V for Variazione) of company shares by Stefano Grassi, who is identified as a relevant person associated with the issuer.
2015-05-11 Italian

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