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Banca Generali Earnings Release 2025
4184_rns_2025-07-08_c2537d04-bc3c-40f5-b4d4-9a2e4e81e345.pdf
Earnings Release
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| Informazione Regolamentata n. 0856-55-2025 |
Data/Ora Inizio Diffusione 8 Luglio 2025 11:03:02 |
Euronext Milan | |
|---|---|---|---|
| Societa' | : | BANCA GENERALI | |
| Identificativo Informazione Regolamentata |
: | 207821 | |
| Utenza - referente | : | BCAGENERALIN04 - Alfonso Zazzaro | |
| Tipologia | : | REGEM | |
| Data/Ora Ricezione | : | 8 Luglio 2025 11:03:02 | |
| Data/Ora Inizio Diffusione | : | 8 Luglio 2025 11:03:02 | |
| Oggetto | : | Banca Generali - PR Net Inflows June 2025 | |
| Testo del comunicato |
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PRESS RELEASE
Total net inflows at €308 million in June (€3,005 million YTD)
Net inflows of Assets under Investment at €493 million (€1,618 million YTD)
Milan, 8 July 2025 – Banca Generali's net inflows amounted to €308 million in June, bringing the YTD total to €3.0 billion. This figure takes into account, amongst others, the sharp increase in outflows for the June tax deadlines amounting to €225 million (+70% YoY), for a YTD total of €527 million (+37% YoY).
June saw a strong client demand for portfolio requalification, as confirmed by the significant increase in net inflows from Assets under Investment to €493 million (+89% YoY), bringing the YTD total of this segment to €1,618 million.
Managed solutions recorded significant net inflows (€159 million in June; €849 million YTD), driven by demand for financial wrappers (€60 million in June; €629 million YTD) and in-house funds (€57 million in June; €265 million YTD), the latter also thanks to the new sub-funds launched to respond to current investment needs.
As for the previous month, Traditional Life Insurance Policies continued to be high in demand, with €277 million net inflows (€662 million YTD), due to clients' protection-oriented choices and succession planning needs.
In contrast to the strong demand for managed products, Other Assets recorded net outflows of €185 million in June, although the YTD total remained positive at €1,387 million.
Chief Executive Officer and General Manager Gian Maria Mossa stated: "In the first half of the year, we reported over €3 billion net inflows, with a double-digit growth in Assets under Investment that continued also in June and favoured the quality of managed solutions over liquidity deposits.
The June result is even more significant when considering the uncertain context and the tax deadlines, confirming our bankers' professional approach to diversification, and the flexibility of our products and services, which was further strengthened in recent weeks with the introduction of new, advanced strategies.
CONTACTS:
www.bancagenerali.com
Media Relations Michele Seghizzi Tel. +39 02 408 26683
Investor Relations Giuliana Pagliari Tel: +39 02 408 26548
Our relationship with entrepreneurs — a core element of our advisory model — is now gradually leveraging also Intermonte's expertise, which ensures further development areas in the corporate asset management. While waiting for an easing of external variables, the Bank continues to remain solid and determined to reach net inflows targets in line with previous year's excellent results."
NET INFLOWS IN JUNE 2025
| m/€ | June 2024 |
June 2025 |
YTD 2024 | YTD 2025 |
|---|---|---|---|---|
| Assets under Investment | 261 | 493 | 1,444 | 1,618 |
| Managed Solutions | 155 | 159 | 861 | 849 |
| Mutual Funds and SICAVs | 41 | 74 | 113 | 202 |
| of which In House Funds | 83 | 57 | 430 | 265 |
| of which Third party Funds | -42 | 17 | -317 | -63 |
| Financial Wrappers | 102 | 60 | 717 | 629 |
| Insurance Wrappers | 12 | 25 | 31 | 18 |
| Traditional Life Insurance Policies | -30 | 277 | 16 | 662 |
| AUC & Banking under Advisory | 136 | 57 | 567 | 107 |
| Other Assets | 436 | -185 | 2,194 | 1,387 |
| Assets under Custody | 428 | 34 | 1,951 | 1,280 |
| Liquidity | 8 | -219 | 243 | 107 |
| Total Net Inflows | 697 | 308 | 3,638 | 3,005 |
The Manager responsible for preparing the company's financial reports (Tommaso Di Russo) declares, pursuant to Paragraph 2 of Art. 154-bis of the Italian Consolidated Law on Finance, that the accounting information contained in this press release corresponds to the documentary results, books and accounting records. Tommaso Di Russo (CFO of Banca Generali)
CONTACTS:
www.bancagenerali.com
Media Relations Michele Seghizzi Tel. +39 02 408 26683
Investor Relations Giuliana Pagliari Tel: +39 02 408 26548
| Numero di Pagine: 4 |
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