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Banca Profilo — Investor Relations & Filings

Ticker · BPA ISIN · IT0001073045 LEI · RRAN7P32P0W0YY4XQW79 XMIL Financial and insurance activities
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Filings indexed 327 across all filing types
Latest filing 2020-07-15 Governance Information
Country IT Italy
Listing XMIL BPA

About Banca Profilo

https://www.bancaprofilo.it/en/

Banca Profilo is a financial institution specializing in Private and Investment Banking. The company offers a range of services tailored for private, institutional, and corporate clients. Its core business areas include asset management, financial advisory, and corporate finance. Banca Profilo focuses on providing customized investment solutions and personalized banking services, leveraging its expertise to develop innovative financial products.

Recent filings

Filing Released Lang Actions
DOCUMENTO INFORMATIVO
Governance Information Classification · 95% confidence The document is titled "DOCUMENTO INFORMATIVO" and explicitly states it is prepared pursuant to Article 5, paragraph 2 of the regulation adopted by Consob (Italian securities regulator) regarding credit transactions with related parties. The core subject is the "RAGGIUNGIMENTO DELLA SOGLIA DI MAGGIORE RILEVANZA PER CUMULO DI OPERAZIONI" (Reaching the threshold of greater relevance due to the accumulation of transactions). It details four specific credit operations (prorogations and new loans) with related parties (companies controlled by Sator Investments, which also controls the bank). This type of disclosure, mandated by specific regulatory articles (Consob Regulation 17221/2010) concerning related party transactions that cross a materiality threshold, is a specific type of regulatory disclosure. It is not a standard Annual Report (10-K), an Earnings Release (ER), or an Interim Report (IR), as it focuses on governance/transaction disclosure rather than comprehensive financial performance for a period. It is a specific disclosure document required due to related party dealings exceeding a threshold. Given the options, this highly specific regulatory disclosure concerning related party transactions and governance structure aligns best with Governance Information (CGR), which covers internal rules and board structure, or potentially Regulatory Filings (RNS) as a catch-all. However, since it details conflicts of interest (Art. 2391 c.c.) and compliance with specific related party transaction rules, CGR is a strong fit, but the primary driver is the disclosure of the transaction itself under specific regulatory mandates. In many regulatory frameworks, detailed disclosures about related party transactions and conflicts of interest are often grouped under Governance or specific transaction disclosure rules. Since there isn't a specific 'Related Party Transaction Disclosure' code, and this document details the structure, interests, and approvals related to the board and related entities, Governance Information (CGR) is the most appropriate classification among the provided choices, as it deals directly with the governance framework surrounding transactions and conflicts of interest. It is not an announcement of a report (RPA) because the document itself contains the detailed information about the transactions, not just a notice that a report is available.
2020-07-15 Italian
Salgono a quattro le gestioni patrimoniali di Banca Profilo sviluppate con il supporto dell’Intelligenza Artificiale di MDOTM
Regulatory Filings Classification · 95% confidence The document is titled "Comunicato Stampa" (Press Release) and announces an expansion of wealth management services by Banca Profilo utilizing AI technology from MDOTM. This is a general announcement regarding a business development, partnership, and product offering expansion, rather than a formal regulatory filing like a 10-K, an earnings release (ER), or a specific capital change (CAP/SHA). Since it is a press release announcing a business update that doesn't fit the highly specific categories (like DIRS, DIV, CT, etc.), it falls best under the general regulatory/news announcement category, which is RNS (Regulatory Filings) as the fallback for miscellaneous announcements, or potentially a general Investor Relations document. Given the context of a press release announcing strategic business moves, RNS is the most appropriate general classification when a more specific category like 'Investor Presentation' (IP) or 'Earnings Release' (ER) does not apply. The document length is short (3819 chars), but it is the primary content, not an announcement *of* another report.
2020-07-15 Italian
Dimissioni Consigliere
Board/Management Information Classification · 99% confidence The document is a press release ("Comunicato Stampa") announcing the resignation of a Board Member ("Consigliere del Dottor Vladimiro Giacché"). 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. The filing code for this category is MANG.
2020-06-30 Italian
Pubblicazione presentazione Piano Industriale 2020 2023
Regulatory Filings Classification · 99% confidence The document is a short press release (1383 characters) dated June 25, 2020. The key phrase is 'Pubblicata sul sito internet della Banca presentazione sul Piano Industriale 2020-2023' (Presentation on the 2020-2023 Industrial Plan published on the Bank's website). This explicitly states that a presentation (Investor Presentation/IP) has been made available online, rather than being the presentation itself. According to Rule #2 (The 'MENU VS MEAL' Rule), a short announcement stating a report/presentation has been published points towards a Report Publication Announcement (RPA). While 'Investor Presentation' (IP) is a possibility, the document's function here is purely to announce the publication of that presentation.
2020-06-25 Italian
Approvazione Piano Industriale 2020 2023 - sostituisce precedente
Management Reports Classification · 95% confidence The document is titled "Comunicato Stampa" (Press Release) and details the approval of the "Piano Industriale 2020-2023" (Industrial Plan 2020-2023). It outlines strategic goals, financial targets (revenues, operating income, net profit, capital ratios), and specific actions across different business segments (Private Banking, Investment Banking, Digital Bank). This content—a forward-looking strategic and financial plan released via press release—is characteristic of an Earnings Release (ER) or a document detailing future strategy, which often overlaps with the content found in an Investor Presentation (IP) or Management Discussion & Analysis (MDA). However, since it is a formal press release announcing the approved plan with detailed financial projections, it most closely aligns with an Earnings Release (ER) which typically includes forward-looking guidance and key performance indicators, or potentially an Investor Presentation (IP) if it were structured as slides. Given the format is a press release announcing results and future guidance, ER is a strong candidate. It is not a full Annual Report (10-K) or Interim Report (IR), nor is it a transcript (CT) or a simple announcement of a report (RPA). Since it focuses heavily on management's explanation of future strategy and financial outlook, it fits the description of an Earnings Release (ER) which often precedes or accompanies more detailed reports, or potentially an Investor Presentation (IP) if the content were more visual/presentation-like. Given the structure and focus on approved targets following a board meeting, ER is the most appropriate fit among the provided codes for a results/guidance announcement.
2020-06-05 Italian
Approvazione Piano Industriale 2020 2023
Management Reports Classification · 95% confidence The document is titled "Comunicato Stampa" (Press Release) and details the approval of the "Piano Industriale 2020-2023" (Industrial Plan 2020-2023). It outlines strategic goals, financial targets (revenues, net profit, capital ratios), and business segment developments for the upcoming years. This content is characteristic of a forward-looking strategic plan announcement, which is often released alongside or shortly after earnings, but the core focus is the multi-year plan itself. Since the document is a comprehensive announcement of future strategy and financial projections, it aligns best with the content typically found in an Investor Presentation (IP) or a detailed Management Discussion & Analysis (MDA) section of a larger report. Given the structure—a press release format detailing strategic lines and numerical targets for a multi-year period—it functions as a high-level strategic update for investors. It is not a full Annual Report (10-K), a quarterly report (IR), or just an Earnings Release (ER) which focuses only on past period results. It is a strategic plan presentation. Investor Presentation (IP) is the closest fit for a document detailing strategy and targets for investors, even if presented as a press release. However, looking closely at the definitions, 'Management Reports (MDA)' is defined as 'Management's detailed explanation of financial results, business trends, and outlook.' This document is primarily the outlook and strategy (the Industrial Plan). 'Investor Presentation (IP)' is defined as 'Detailed presentation for investors focusing on financials, strategy, and market position.' The content strongly matches the description of an Investor Presentation or a strategic outlook document. Since it is a formal announcement of the plan, IP is the most appropriate classification for this strategic roadmap.
2020-06-05 Italian

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