Informazione
Regolamentata n.
0856-44-2026Data/Ora Inizio Diffusione 5 Agosto 2026 11:31:20Euronext Milan
Societa' :BANCA GENERALI
Utenza - referente :BCAGENERALIN13 - Ludovica De Vita
Tipologia :REGEM
Data/Ora Ricezione :5 Agosto 2026 11:31:20 Data/Ora Inizio Diffusione :5 Agosto 2026 11:31:20 Oggetto :Banca Generali - PR Net Inflows July 2026 Testo del comunicato
Vedi allegato
CONTACTS:
www.bancagenerali.com
Media Relations
Michele Seghizzi
Tel. +39 02 408 26683
Michele.seghizzi@bancagenerali.it
Investor Relations
Giuliana Pagliari
Tel: +39 02 408 26548
giuliana.pagliari@bancagenerali.it PRESS
RELEASE
1 / 2 Total net inflows at €67 2 million in July (€5.1 billion YTD) Net inflows of Assets under Investment at €500 million (€2.6 billion YTD)
Milan, 5 August 2026 – Banca Generali’s net inflows amounted to €672 million in July, bringing cumulated net inflows to €5.1 billion YTD ( +45% YoY).
July net inflows showed once again a product mix of excellent quality, with €50 0 million Assets under Investment (AUI) accounting for 74% of total net inflows . Net inflows of AUI exceeded €2.6 billion YTD (+46% YoY).
Among AUI, managed solutions further accelerated their uptrend, with volumes more than double compared to the previous year: €367 million in July (+96% YoY) and €2.3 billion YTD (+122% YoY).
All main managed solutions performed well, driven in particular by insurance wrappers (€150 million in July; €455 million YTD), which continued to be preferred over traditional life insurance policies as they combine efficient financial a nd estate planning.
Demand for in-house products (financial wrappers and funds) continued to prove solid, with a total of €185 million in July and €1.75 billion YTD (+65% YoY), accounting for 76% of total net inflows of managed solutions.
Net inflows of Other Assets amounted to €172 million, driven by Assets under Custody (€337 million in July; €2.3 billion YTD) as a result of the reinvestment of excess liquidity .
Chief Executive Officer and General Manager Gian Maria Mossa stated: "This month’s results once again confirm the quality of our business model and our Financial Advisors’ ability to support clients in their investment choices in a constantly evolving context. This outcome was also driven by the Bank’s ongoing commitment to developing increasingly innovative and diversified solutions focused on preserving and enhancing clients ' wealth .
We look confidently to a market where de mand for qualified advisory continues to grow, fuelled by greater awareness of the importance of long -term planning. Within this scenario, Banca Generali continues to attract clients and Financial Advisors thanks to its distinctive model, based on expertise, personalisation and long -term vision, and it s unique ability to support households and entrepreneurs in managing their financial , non -financial and corporate wealth in an integrated way.”
2 / 2 CONTACTS:
www.bancagenerali.com
Media Relations
Michele Seghizzi
Tel. +39 02 408 26683
Michele.seghizzi@bancagenerali.it
Investor Relations
Giuliana Pagliari
Tel: +39 02 408 26548
giuliana.pagliari@bancagenerali.it
JULY 2026 NET INFLOWS1
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 correspon ds to the documentary results, books and accounting records.
Tommaso di Russo (CFO of Banca Generali)
m/€July
2025July
2026YTD 2025 YTD 2026
Assets under Investment 168 500 1,786 2,613 Managed Solutions 187 367 1,036 2,305 Mutual Funds and SICAVs 148 145 350 1,366 of which In House Funds 116 113 381 1,264 of which Third party Funds 32 32 -31 102 Financial Wrappers 52 72 681 484 Insurance Wrappers -13 150 5 455 Traditional Life Insurance Policies 31 -44 693 -449 AUC & Banking under Advisory -50 177 57 757 Other Assets 354 172 1,741 2,491 Assets under Custody 407 337 1,687 2,345 Liquidity -53 -165 54 146 Total Net Inflows 522 672 3,527 5,104
Fine Comunicato n.0856-44-2026 Numero di Pagine: 4