Credem Euromobiliare Private Banking

What Credem Euromobiliare Private Banking does

Credem Euromobiliare Private Banking S.p.A. is the private banking division of Credem Group (Credito Emiliano S.p.A.), an Italian banking group with over a century of operating history. Founded on September 8, 1987, the company is headquartered in Reggio Emilia, Italy, and operates as an S.p.A. (Società per Azioni) with a subscribed share capital of €110,760,024. It is subject to direction and coordination by Credito Emiliano S.p.A. pursuant to Article 2497-bis of the Italian Civil Code, with full regulatory supervision by Banca d'Italia, Consob, IVASS, and the Italian data protection authority.

The company serves High Net Worth Individuals and Entrepreneurs/Business Owners across Italy through a network of over 1,000 professionals distributed nationwide. Its service offering spans five core areas: Corporate Finance Advisory (M&A and strategic advisory for entrepreneurs), Wealth Consulting (Consulenza Patrimoniale), Succession Planning (Pianificazione Successoria with fiduciary services, asset protection, real estate advisory, and art advisory), Portfolio Management (Gestioni Patrimoniali), and Banking Services (Servizi Bancari). Digital channels include Internet Banking and a Mobile Application with biometric authentication, secured by the proprietary My Key one-time password system (available as SMS or app-based with biometric support). The bank holds compliance certifications for PSD2/Open Banking, GDPR, Italian Legislative Decree 231/2001, and EU Instant Payment Regulation 2024/886.

Revenue is generated primarily through recurring management fees on assets under management, advisory fees, and corporate finance transaction fees. The go-to-market model is enterprise field sales via dedicated private bankers providing personalized advisory, complemented by digital touchpoints. Marketing leverages content distribution through LinkedIn, the Market Trends video series (in collaboration with Class CNBC), and the Dialoghi D'Impresa podcast. The firm is registered in Albo delle Banche n. 4999 and is a member of the Italian Interbank Deposit Protection Fund. In 2026, the company adopted a new organization to strengthen its wealth management focus.

Name

Credem Euromobiliare Private Banking

Legal name

Credem Euromobiliare Private Banking S.p.A.

Website

https://credemeuromobiliarepb.it

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

Credem Euromobiliare Private Banking is the private banking arm of Italian Credem Group, serving High Net Worth Individuals and entrepreneurs across Italy through over 1,000 professionals. It offers wealth management, succession planning, portfolio management, corporate finance advisory, and banking services with dedicated private bankers.

Ownership category

akta.pro rank

Headquarters

HQ city

Reggio Nell'emilia

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Wealth Management and Advisory Services: Private banking services including portfolio management, financial advisory, and wealth planning. Revenue generated through management fees on assets under management and advisory fees.
2. Corporate Finance Advisory: M&A and corporate advisory services to entrepreneurs and businesses including development strategies, growth planning, financial structure strengthening, and shareholder base expansion.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Credem Euromobiliare Private Banking S.p.A. delivers private banking and wealth management services to high net worth individuals and entrepreneurs across Italy. Core offerings include Corporate Finance Advisory (M&A and corporate advisory), Consulenza Patrimoniale (wealth consulting), Pianificazione Successoria (succession planning with fiduciary, asset protection, real estate, and art advisory), Gestioni Patrimoniali (discretionary portfolio management), and Servizi Bancari (banking services), supported by a dedicated private banker network of over 1,000 professionals and digital channels including Internet Banking and mobile applications.

Product overview

Credem Euromobiliare Private Banking is the private banking division of the Credem Group, offering a comprehensive suite of wealth management services. The core offering consists of five specialized service areas: Corporate Finance Advisory (M&A and strategic advisory), Consulenza Patrimoniale (wealth consulting), Pianificazione Successoria (succession planning), Gestioni Patrimoniali (portfolio management), and Servizi Bancari (banking services). These are complemented by digital channels including Internet Banking and Mobile App, with security features such as My Key authentication. Content services like Market Trends video series and Dialoghi D'Impresa podcast support client engagement. The company operates as a unified private banking platform with physical presence across Italy through over 1000 professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Finance Advisory M&A and Corporate Advisory services for entrepreneurs and businesses, including development strategies, growth planning, financial structure strengthening, and shareholder base expansion.
• Consulenza Patrimoniale (Wealth Consulting) Patrimonial consulting services providing daily research for integrated solutions to meet complex client needs. Targeted at private banking clients seeking holistic wealth advice.
• Pianificazione Successoria (Succession Planning) Succession planning services including Fiduciary Services, Asset Protection, Real Estate, and Art Advisory for intergenerational wealth transfer.
• Gestioni Patrimoniali (Portfolio Management) Discretionary portfolio management services where qualified managers handle financial instrument selection and operations on behalf of clients.
• Servizi Bancari (Banking Services) Banking services designed for an evolved and demanding clientele, reflecting investment service quality standards.
• Internet Banking Secure online banking platform for account management, payments, and financial operations, accessible via HTTPS connection protected by username, password, and My Key authentication.
• Mobile App Credem Euromobiliare PB Mobile banking application for smartphone and tablet access with biometric authentication support and customizable notifications.
• My Key Authentication Service One-time password generator (app-based or SMS) for authorizing operations securely, supporting PIN and biometric access, required for dispositive banking operations.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Two partnerships are on record, tiered minor.

• Class CNBCminorGTM or Marketing PartnerCollaboration with Class CNBC for the Market Trends video series providing financial perspectives and market analysis to clients and prospects.
• Dialoghi D'Impresa FestivalminorGTM or Marketing PartnerSponsorship and involvement in the Dialoghi D'Impresa festival showcasing Italian entrepreneurship stories and business excellence.

Scale indicators2 records

Recent moves2 records

Expansion highlights6 records

Direct peers

• Banca Generali: Italian private banking specialist focused on HNW individuals through a national financial advisor network. Closely aligned business model around advisory-led wealth management and portfolio services.
• Azimut Holding: Major Italian independent wealth and asset management group with HNW private banking arm. Comparable client base and fee-based advisory model in the Italian market.
• Intesa Sanpaolo Private Banking: Direct Italian private banking peer serving HNW individuals and entrepreneurs with integrated wealth advisory, succession planning, and corporate advisory services. Comparable client segments and product mix within Italy.
• Banca Mediolanum: Italian retail and affluent wealth manager with strong HNW positioning and a network of financial advisors. Comparable distribution-led, relationship-based model targeting Italian households.
• UniCredit Private Banking: Direct competitor offering HNW and entrepreneur private banking across Italy with portfolio management, succession planning, and corporate finance advisory. Overlapping value proposition and target client base.
• Mediobanca Private Banking: Wealth management arm of Mediobanca targeting Italian HNW families with advisory, portfolio management, and corporate finance-adjacent services. Comparable integrated offering for entrepreneurs.
• FinecoBank: Italian bank combining integrated multichannel banking with wealth management and brokerage. Overlaps with Credem Euromobiliare's banking-plus-wealth-management positioning for affluent and HNW Italian clients.

Broad incumbents

• UBS Wealth Management Italy: Global wealth manager with presence in Italy serving UHNW and HNW clients through advisory, portfolio management, and succession planning. Comparable premium private banking positioning for Italian entrepreneur wealth.
• Deutsche Bank Wealth Management Italy: Italian footprint of a global wealth manager providing HNW private banking, portfolio management, and corporate advisory. Broader incumbent scale; overlapping capabilities for Italian entrepreneur and family clients.
• BNP Paribas Wealth Management Italy: European banking group with HNW wealth management services offered to Italian clients, including advisory, succession planning, and cross-border capabilities. Broader incumbent footprint with overlapping service set.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/credemeuromobiliare

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Credem Euromobiliare Private Banking