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Banca Generali Earnings Release 2025
4184_rns_2025-09-05_ef86d006-8a7a-49a4-9ff8-1a0ce94c6ffa.pdf
Earnings Release
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| Informazione Regolamentata n. 0856-64-2025 |
Data/Ora Inizio Diffusione 5 Settembre 2025 09:45:08 |
Euronext Milan | ||
|---|---|---|---|---|
| Societa' | : | BANCA GENERALI | ||
| Identificativo Informazione Regolamentata |
: | 209677 | ||
| Utenza - referente | : | BCAGENERALIN04 - Alfonso Zazzaro | ||
| Tipologia | : | REGEM | ||
| Data/Ora Ricezione | : | 5 Settembre 2025 09:45:08 | ||
| Data/Ora Inizio Diffusione | : | 5 Settembre 2025 09:45:08 | ||
| Oggetto | : | Banca Generali - PR Net Inflows August 2025 | ||
| Testo del comunicato |
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PRESS RELEASE
Total net inflows at €471 million in August (€3,998 million YTD)
Net inflows in Assets under Investment at €201 million (€1,987 million YTD)
Milan, 5 September 2025 – Banca Generali's net inflows amounted to €471 million in August (+25% YoY), reflecting strong volumes for the period. Cumulated net inflows reached €4.0 billion, fully in line with the targets set for the year, notwithstanding the past few months' volatile context and pressures from the extraordinary finance variables.
The net inflows mix confirms the clients' demand for repositioning portfolios towards managed solutions. Net inflows in Assets under Investment amounted to €201 million (€2.0 billion YTD) particularly driven by demand for funds (€92 million in August, €442 million YTD) and financial wrappers (€41 million in August, €722 million YTD). Demand for advanced advisory on Assets under Custody was also positive after a few months of slowdown.
Insurance products showed some natural outflows following the strong growth recorded in the previous months (-€46 million in August, €652 million YTD).
Net inflows in Other Assets totalled €270 million (€2.0 billion YTD) largely driven by higher liquidity (€189 million in August, €243 million YTD).
Banca Generali's Chief Executive Officer and General Manager Gian Maria Mossa stated: "This month's very solid result reflects our bankers' focus and commitment to diversification, and the clients' recognition of the strength of our team and value proposition. Despite the traditional holiday period and the uncertainties surrounding extraordinary operations in our sector — in which we were involved —, we recorded double digit growth in net inflows, testifying to our quality, attractiveness and customer loyalty. The attention that, over the past few weeks, many clients and entrepreneurs have paid to the evolution of our wealth management services, to which Intermonte is gradually providing a growing tangible contribution, confirms our efforts aimed at creating a distinctive model increasingly recognized as a private banking benchmark in Italy. We look towards the last months of the year with confidence and optimism, as we expect a significant acceleration in net inflows to achieve the ambitious targets we have set."
CONTACTS:
www.bancagenerali.com
Media Relations Michele Seghizzi Tel. +39 02 408 26683
Investor Relations Giuliana Pagliari Tel: +39 02 408 26548
AUGUST 2025 NET INFLOWS
| m/€ | August 2024 |
August 2025 |
YTD 2024 | YTD 2025 |
|---|---|---|---|---|
| Assets under Investment | 136 | 201 | 1,788 | 1,987 |
| Managed Solutions | 127 | 122 | 1,242 | 1,158 |
| Mutual Funds and SICAVs | 46 | 92 | 168 | 442 |
| of which In House Funds of which Third party Funds |
49 -3 |
29 63 |
548 -380 |
410 32 |
| Financial Wrappers | 31 | 41 | 945 | 722 |
| Insurance Wrappers | 50 | -11 | 129 | -6 |
| Traditional Life Insurance Policies | -4 | -35 | -2 | 658 |
| AUC & Banking under Advisory | 13 | 114 | 548 | 171 |
| Other Assets | 242 | 270 | 2,636 | 2,011 |
| Assets under Custody | 59 | 81 | 2,236 | 1,768 |
| Liquidity | 183 | 189 | 400 | 243 |
| Total Net Inflows | 378 | 471 | 4,424 | 3,998 |
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