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Wealth Management

At UniCredit we believe that Wealth Management is more than managing wealth

At UniCredit we believe that Wealth Management is more than managing wealth

Investment solutions

Investment solutions

Financing solutions

Financing solutions

At UniCredit we believe that Wealth Management is more than managing wealth

At UniCredit we believe that Wealth Management is more than managing wealth

Wealth Planning

Wealth Planning

Access to Investment & Corporate Banking Services

Access to Investment & Corporate Banking Services

Introducing UniCredit Wealth Management

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

 

Our purpose is to help entrepreneurs, families and wealthy individuals to protect, grow and transmit their wealth across generations, making their prosperity truly matter.

 

We provide clients of every generation with exclusive personal service, highly specialised advice and a wide range of tailor-made solutions focused on their specific needs and priorities.

 

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

 

Everything we do is based on our two core values: Ethics and Respect. As a company committed to sustainability, we make responsible choices in our investment solutions and in how we act towards our partners, our employees and our 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. Knowing how our clients' needs and expectations are constantly evolving, we continuously and promptly provide them with valuable insights, and we extend the conversation to what lies beyond wealth management.

 

 

 

 

At UniCredit, we believe that Wealth Management is more than managing wealth.

 

Our Capabilities

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At UniCredit Wealth Management, thanks to our "One Bank" integrated business model, we can support our clients both as individuals and entrepreneurs, providing them access to an all-around management of their wealth.

 

By leveraging on the expertise of our Group Investments & Solutions (GIS) team and on our synergies with the Group's other businesses, we deliver a complete offering that can satisfy the full spectrum of client needs, from corporate requirements to investment and 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 as well as an international vision.

 

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

At UniCredit Wealth Management we provide our clients with highly specialised advice and a wide range of exclusive services, with the aim of earning their trust as a reliable, authoritative and truly holistic advisor.

 

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UniCredit Wealth Management provides with a range of investment solutions tailored to each client based on an expert understanding of how best to serve their specific needs. 

 

- Discretionary Mandates

  • Risk profile customisation and broad offering of standard and tailored discretionary solutions ranging from the traditional benchmark to total return and special solutions such as ESG 
  • Access to local portfolio managers and product specialists
     

- Advisory Services

  • Open architecture with the product selection and advice in all asset classes
  • Expertise in equities, bonds, mutual funds, ETFs, structured products and private market solutions
  • Access to high quality research provided by CIO

 

- Banking Services

  • Traditional day to day banking solutions

 

 

 

 

Please note that the exact product offering may vary from country to country.

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Access to a wide range of financing solutions tailored to match client needs.

 

  •  Lombard lending

 

  •  Structured financing

 

  •  Real Estate Financing 

 

 

 

Please note that the exact product offering may vary from country to country

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

 

  •  Succession Planning

 

  •  Insurance

 

  •  Art advisory 

 

  •  Real estate advisory

 

  •  Philanthropy

 

 

 

 

Please note that the exact product offering may vary from country to country

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Today, a holistic approach to wealth management requires access to Corporate & Investment Banking Services. Strong synergies within the UniCredit Group enable us to deliver this smoothly and effectively.

 

  • 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 product offering may vary from country to country

Our local presence

We are present in Italy with UniCredit, Cordusio SIM and Cordusio Fiduciaria.
We are present in Germany with HypoVereinsbank Wealth Management.

We are present in Austria with Bank Austria and Schoellerbank.
Our international booking centre is based in Luxembourg - UniCredit International Bank (Luxembourg).

Please visit the local websites for further information.

 

 

Cordusio Sim, Cordusio Fiduciaria, Schoellerbank, HypoVereinsbank Wealth Management and UniCredit International Bank (Luxembourg) S.A. all belong to the UniCredit Group.

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Cordusio SIM is a leading wealth management boutique, providing highly specialised advice and managing tailor-made investment solutions in Italy.

With more than 350 employees and 21 locations across Italy, Cordusio SIM serves more than 3,500 of the most influential local families.

 

 

 

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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.

With more than 300 employees and 10 locations across Austria, Schoellerbank is the private bank serving private and institutional investors throughout the country.

 

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HypoVereinsbank Wealth Management, part of UniCredit Bank AG, provides highly specialised advice and manages tailor-made investment solutions to entrepreneurs and their family offices in Germany.

With 200 employees and 10 locations across Germany, HypoVereinsbank Wealth Management serves sophisticated entrepreneurs from the most influential families.

 

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Cordusio Fiduciaria, founded in 1973, is the first Italian fiduciary subject to supervision by the Bank of Italy.

 

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UniCredit International Bank (Luxembourg) S.A. serves as a hub for UniCredit Wealth Management's 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

Manuela D’Onofrio

Manuela D’Onofrio

Head of Group Investments & Solutions

Fabio Lanza

Fabio Lanza

Head of Business Transformation & Development

Dieter Hengl

Dieter Hengl

Head of Wealth Management Austria and CEO of Schoellerbank AG

Carsten Kahl

Carsten Kahl

Head of HypoVereinsbank Wealth Management

Stefano Vecchi

Stefano Vecchi

Head of Wealth Management Italy and CEO of Cordusio SIM

Updated on 01 October 2020.