Private Banking Focus Target a tailored suite of private banking and wealth management services, leveraging their private client orientation and existing network of around 700 professionals to upsell advanced investment solutions, estate planning, and tailored lending.

Regional Reach Leverage their nationwide presence with 25 branches and 50 operational points to offer scalable, multi-region financial products, cross-selling advisory, and synchronized product campaigns across compartments such as private banking, investment products, and home financing.

Growth Potential Position around new client acquisition via high-net-worth referrals and expansion of advisory centers by offering enhanced digital tools, robo-advisory integrations, and seamless onboarding to capture more affluent segments.

Competitive Differentiation Differentiate through holistic financial planning capabilities, combining traditional cash management with innovative investment solutions, retirement planning, and real estate financing to compete with larger private banks.

Affiliates & Partnerships Explore partnerships with affiliated entities in the UBI Banca network to cross-sell products, leverage shared compliance and back-office efficiencies, and accelerate go-to-market initiatives within the private banking ecosystem.