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.

onemarkets by UniCredit

A reliable partner with a distinctive asset management offering

PRODUCTS AND SERVICES

We are always focused on keeping our clients at the centre of everything we do - and asset management is no different.

Our unwavering client focus, unified market view - provided by the Group Investment Strategy team alongside The Investment Institute by UniCredit that produces accessible, digestible and relevant content to help decode complexity and unlock opportunities for our investor clients - and a steady pipeline of innovative equity, multi-asset, thematic, systematic and alternative products are powering our next phase of asset management growth.

From concept to pan-European presence

This strong client-centric approach has also driven rapid growth in our onemarkets funds.

Launched from scratch in 2022 in Italy, Germany and Austria, our onemarkets fund offering quickly expanded to Central and Eastern Europe, Greece (via our partnership with Alpha Bank) and beyond - underscoring the strength of our product factories and our ability to deliver best-in-class, client-centric solutions at scale.

Today, onemarkets funds are available in 13 countries. This fast expansion reflects our ability to combine local distribution strength with global investment capabilities, ensuring clients have access to high-quality, diversified solutions.