MILANO (ITALPRESS) – Banca Generali has realized in June a net collection of 631 million euros (+105% a/a) for a total of the first six months of the year of 4,4 billion (+47% a/a).
“The collection of the month – we read in a note – has distinguished not only for the strength of volumes, but especially for the high quality of its composition, with Assets under Investment (AUI) which represented 76% of the total flows with 480 million euros. From the beginning of the year, the collection in the AUI has exceeded 2.1 billion euros, widely in line with the ambitious goals set for the 2026′′′.
Within the AUI, managed solutions continued to record a particularly sustained dynamic by collecting 290 million euros in the month (+82% a/a) and 1,94 billion from the beginning of the year (+128% a/a), “to confirm the continuous demand of customers of high-consulential investment solutions. During the period, a renewed interest has been observed for insurance containers (205 million euros in the month, 305 million from the beginning of the year), preferred to traditional insurance solutions, given the market context and the rates in which emerge the major opportunities for diversification and efficiency of these tools in planning”.
The demand for household products (financial accounts and funds) has also been robust, which totalled 95 million euros in the month and 1.6 billion from the beginning of the year representing 74% of the total AUI collection.
With regard to Other Activities, the collection amounted to 151 million euros with a strong flow in the Administrative Accounts amounting to 377 million in the month (2 billion from the beginning of the year) that takes into account the subscription for more than 250 million euros of the retail issue of BTP Italia Yes. Liquidity defluxes take into account both the aforementioned investments and the typical tax deadlines of the month.
“We call for the first semester with the best collection data of our history, growing almost 50% compared to last year, and with a particularly positive mix quality – comments the CEO and General Manager of Banca Generali, Gian Maria Mossa -. Despite a market environment characterized by volatility and uncertainty, the quality of our offer and the professionalism of our banks has been able to respond effectively to the needs of protection and valorization of the patrimonies of the customers. This confirms the strong orientation of the flows towards Assets under Investment, which represented over three quarters of the collection of the month, with a sustained growth of managed solutions and a recovery of the insurance component. We also continue to strengthen our presence in the business world, where we are recording significant growth thanks to a model that integrates wealth advice and specialist skills.”.
“The synergies with Intermonte are accelerating this path and making our goal increasingly concrete as the bank of entrepreneurs – continues Mossa –. In this direction SME2Change, the initiative we launched on 1 July at Palazzo Mezzanotte to help strengthen the link between capital and enterprises and support the growth paths of Italian SMEs. A project that fully reflects our vision and role we want to play in supporting the development of the real economy and the competitiveness of the country. Let us look at the second part of the year with confidence and determination, strong of the quality of our network, of the solidity of the achieved results and of the conviction to be able to achieve important objectives”.
– photo press office Banca Generali –
(ITALPRESS).
