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Retail, Private and Wealth Management
The private client journey
Our customers are at the heart of what we do in all our markets.
When investing and advising on the best asset allocation, it is more than simply managing wealth, it is about clients' heritage, their family wellbeing, their business ambitions and their personal aspirations with the intention to support entrepreneurs, wealthy individuals and families to protect, grow and preserve wealth across generations.
As a bank committed to sustainability, we are mindful of the responsibility involved in managing clients' lifetime savings; therefore, it is also about delivering the most relevant advice because we understand the challenges and the opportunities that they face in every-day life.
Client coverage teams, positioned within our geographies to be closer to clients, are key from one side with our product factory complementing on the other to serve our customers in the best possible manner.
Client coverage and Client Solution teams, in direct interaction and in close collaboration - together - ensure the personalized offer that truly makes the difference.
7 Themes for the future of investing
Our Group Investment Strategy (GIS) team, one of the two key pillars of Individual Solutions, is responsible for defining a single Group investment strategy for all client segments and managing the entire investment process with direct responsibility for Client Portfolio Management activities, enabling our client coverage to ensure clients always stay informed in terms of what is happening in financial markets.
Daily and monthly outlooks alongside focus papers and our 'Thematic Compass', which presents the seven macro trends GIS believes will shape our present and future, are the work of truly diversified and international team of GIS Chief Investment Officers and experts.
As far as the completeness of the product catalogue, Group Investment & Protection Products (GIPP) is there to oversee the development and management of the investment product offering across all countries and client segments, managing relationships with Group partners as well as our internal Structured Invest asset manager factory.
GIPP is also responsible for the selection of external partners (AM, insurance) and manufacturing of alternative products, like certificates.
onemarkets by UniCredit. A reliable partner.
onemarkets offers a wide range of solutions which include different levels of risk tolerance, market opinions and investment horizons. This includes investment products with and without capital protection, as well as leverage products for more trading-oriented independent decision-makers. What's more, as a product manufacturer, it develops premium solutions to meet a broad spectrum of investment needs. The product package is rounded off by innovative digital services.
A leading provider
Product development with quick response time to adapt quickly to market conditions
A reliable partner
Top player in our core coverage regions of Italy, Germany and Austria
An innovative company
High level of innovation and strong digital platform
The new way of fund management - onemarkets Fund
From October 2022 onwards, onemarkets Fund became part of the solutions offering spectrum provided by PIP to UniCredit internal networks offering onemarkets Fund's unique offer in terms of bespoke investment opportunities developed in-house and through strategic partnerships with leading asset managers.
With the launch of onemarkets Fund we are now expanding the existing investment universe for UniCredit clients with an additional and unique set of actively managed investment funds, catering to a range of risk and opportunity appetites and investment horizons, and covering Equity and Multi-Asset funds.