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Wealth Management and Private Banking

Meaningful Wealth Management
We believe that Wealth Management is more than managing wealth.

Meaningful Wealth Management
We believe that Wealth Management is more than managing wealth.

Meaningful Wealth Management
We believe that Wealth Management is more than managing wealth.

Meaningful Wealth Management
We believe that Wealth Management is more than managing wealth.

Meaningful Wealth Management
We believe that Wealth Management is more than managing wealth.

Meaningful Wealth Management
We believe that Wealth Management is more than managing wealth.

Introducing UniCredit Wealth Management and Private Banking

At UniCredit Wealth Management and Private Banking, we believe that wealth management is more than managing wealth. It is about the heritage of our clients, their family well-being, their business ambitions and their personal aspirations. 

 

Our purpose is to guide our clients to achieve their ambitions, making their wealth truly meaningful. 

 

The distinctive strength of UniCredit Wealth Management and Private Banking is to combine the specialisation of a wealth management organisation with the power and international expertise of a successful pan-European commercial bank. Our "One Bank, One UniCredit" integrated business model harnesses strong cooperation with other businesses within the Group, including Corporate & Investment Banking and Commercial Banking, giving our clients access to market-leading advice and solutions that fully reflect their interests and ambitions.  

 

Our job is to help our clients to define their own success, creating the kind of value that is not only measured in numbers, but the kind that matters to them. Mobilising wealth for both personal and social good is our mission.

 

Everything we do is based on our two core values: Ethics and Respect. Being committed to sustainability, we make responsible choices in our investment solutions and in how we act towards our partners, employees and clients, inspiring them to do more with their wealth, while generating a positive impact on society.

 

We are deeply mindful of the responsibility involved in managing our clients' wealth, and we understand the importance of building meaningful, trusted, long-term relationships, continuously and promptly delivering the insights most relevant to them.
Whether they are wealthy individuals, families or entrepreneurs, we know how to protect and transmit their wealth across generations because, for years, we have accompanied people and enterprises in both their everyday activities and goals. 

 

 

                                                                                  Meaningful Wealth Management      

 

Capabilities

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Thanks to our "One Bank, One UniCredit" approach and integrated business model, we can support our clients both as individuals and entrepreneurs leveraging on the resources of a successful pan-European commercial bank.

 

By harnessing on the expertise of our Group Investment Strategy Team and on our synergies with other businesses of UniCredit Group, we deliver a complete offering that covers the full spectrum of clients' needs and expectations, from corporate requirements to investment, financing solutions and wealth services.

 

We support our clients through a highly effective combination of central expertise and a well-established local footprint, providing them with proximity and understanding while ensuring a global vision.

 

Our relationship managers and investment professionals play a key role for our clients, providing them access not only to a full investment and service offering but also to the diverse businesses within the UniCredit Group.

 

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We offer a range of investment solutions tailored to each client based on an expert understanding of how best to serve their specific needs.* 

 

- Discretionary mandates

  • We manage clients' portfolios thanks to team of experts continuously monitoring financial markets and identifying medium and long term opportunities. 

 

- Advisory services

  • We provide advisory services customised around client needs and overall wealth.
  • We give access to teams of specialists to identify the most suitable solutions for clients' profile - selecting equity and bond instruments, mutual funds, structured products and private market solutions.
  • We publish a Monthly Outlook on markets scenario, including the view of our Group Investment Strategy team.

 

- Insurance product

  • We work with leading insurance companies to offer our clients a wide range of customised solutions according to their investment goals and wealth planning.

 

- Banking Services

 

Please note that the exact products and services offering may vary from country to country and according to the different legal entities and business lines.

Please note that this is not an investment advice. Each investment involves chances, risks and costs.

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We provide a wide range of financing solutions tailored to match clients' needs.*

 

- Short term financing
 

- Medium and long-term financing

- Mortgage loans 

- Lombard loans 

 

 

 

 

 

 

Please note that the exact products and services offering may vary from country to country and according to the different legal entities and business lines.

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We work closely with our clients to design a customised wealth plan, providing highly specialized advice and services together with a wide range of tailor-made solutions focused on their specific circumstances.*

 

- Succession Planning 

  • We support our clients by providing ad hoc solutions on succession planning and generational hand-over. 

 

- Art advisory and Real estate advisory

  • Thanks to a network of independent professionals, we support our clients to give value to their art and real estate assets. 

 

- Philanthropy

  • We offer a personalised advice to meet clients' philanthropic goals.

 

Please note that the exact products and services offering may vary from country to country and according to the different legal entities and business lines.

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We look at the complexity of our clients' wealth and we take care of their needs, providing them with access to Corporate & Investment Banking services whilst leveraging on our "One Bank, One UniCredit" integrated business model.*

 

- Debt Capital Markets
 

- Equity Capital Markets
 

- Derivatives
 

- Leveraged and Acquisition Finance
 

- Real Estate Financing
 

- Structured Finance and Syndication
 

- Corporate Finance Advisory (M&A)

 

 

Please note that the exact products and services offering may vary from country to country and according to the different legal entities and business lines.

Monthly Outlook

Our local presence

With the ambition of being a leader in Wealth Management and Private Banking in Europe, we are present in:

  • Italy with Cordusio SIM, UniCredit Private Banking and Cordusio Fiduciaria,
  • Germany with HypoVereinsbank Wealth Management and HypoVereinsbank Private Banking,
  • Austria with Schoellerbank and Bank Austria Premium Banking,
  • Luxembourg with UniCredit International Bank (Luxembourg).

Please visit the local websites for further information.

 

 

Cordusio SIM and Cordusio Fiduciaria (both legal entities of UniCredit Group), UniCredit Private Banking (business line of UniCredit S.p.A.), HypoVereinsbank Wealth Management and HypoVereinsbank Private Banking (both business lines of UniCredit Bank AG - legal entity of UniCredit Group), Schoellerbank (legal entity of UniCredit Group) and Bank Austria Premium Banking (business line of Bank Austria AG - legal entity of UniCredit Group) and UniCredit International Bank (Luxembourg) S.A. (legal entity of UniCredit Group) all belong to UniCredit Group.

 

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Cordusio SIM, in Italy, is a partner for wealthy individuals, their family and their business, providing them with highly specialised advice and managing tailor-made investment solutions. 

Cordusio SIM supports its clients with all-around approach and thanks to the "One Bank, One UniCredit" integrated business model provides them with access to Corporate & Investment Banking solutions.

 

Cordusio SIM, legal entity of UniCredit Group, is present in Italy with 21 locations and more than 350 people of which ca. 100 Relationship Managers.

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Schoellerbank, founded in 1833, is one of Austria's leading private banks, known for high-quality investment management, providing highly specialised advice and managing tailor-made investment solutions. 

 

Schoellerbank, legal entity of UniCredit Group, is present in Austria with 10 locations and more than 300 people of which ca. 100 Relationship Managers. 

 

 

 

 

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HypoVereinsbank Wealth Management, in Germany, provides highly specialised advice and manages tailor-made investment solutions to its clients - individuals, families and entrepreneurs. 

 

HypoVereinsbank Wealth Management is present in Germany with 14 locations and more than 150 people of which ca. 50 Relationship Managers.

 

 

 

 

 


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UniCredit Private Banking, in Italy, provides their clients with tailor-made solutions and specialized advisory. UniCredit Private Banking service model is based on the relationship with clients. The Private Bankers, to meet client needs, work closely with specialists providing clients with ad hoc investment solutions taking into account the different features of their wealth. 

 

UniCredit Private Banking business line of UniCredit S.p.A. is present in Italy with 157 locations and more than 1,000 people of which ca. 500 Relationship Managers.  

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Bank Austria Premium Banking, in Austria, combines personal advice with comprehensive skills and expertise. It provides holistic services and personal specialist advisory even via digital channels. Competent relationship managers offer individual solutions and competent services.

 

Bank Austria Premium Banking business line of UniCredit Bank Austria AG, is present in Austria with 32 locations (in 16 cities) and more than 200 people of which ca. 130 Relationship Managers.

 

 

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HypoVereinsbank Private Banking in Germany, thanks to the "One Bank, One UniCredit" integrated business model, provides its clients with one of the best asset management teams and one of the largest networks of specialists on the German market. 

 

HypoVereinsbank Private Banking business line of UniCredit Bank AG is present in Germany with 49 locations and more than 300 people of which ca. 180 Relationship Managers.

 

 

 

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Cordusio Fiduciaria, founded in 1973, is an Italian fiduciary company.

 

 

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UniCredit International Bank (Luxembourg) S.A. is a hub for UniCredit Wealth Management international ultra-high-net-worth clients, family offices and family holding companies.

Our Management Team

Mirko Bianchi

Mirko Bianchi

CEO of Group Wealth Management & Private Banking

Stefano Vecchi

Stefano Vecchi

Deputy CEO of Group Wealth Management & Private Banking, Head of Wealth Management Italy and CEO of Cordusio SIM

Renato Miraglia

Renato Miraglia

Head of Private Banking Sales & Advisory

Carsten Kahl

Carsten Kahl

Head of HypoVereinsbank Wealth Management & HypoVereinsbank Private Banking

Dieter Hengl

Dieter Hengl

Head of Wealth Management Austria and CEO of Schoellerbank AG

Manuela D’Onofrio

Manuela D’Onofrio

Head of Group Investment Strategy at UniCredit and Head of Investments & Solutions of Cordusio SIM

Fabio Lanza

Fabio Lanza

Head of Group Wealth Management Business Transformation & Development

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Updated on 31 May 2021.