Epsilon SGR
Eurizon Capital SGR S.p.A. is an Italian asset management company wholly owned by Intesa Sanpaolo, offering UCITS funds, active and passive ETFs, ELTIFs, hedge funds, PIR plans, and discretionary wealth management to institutional investors, private clients, and financial advisors across 25+ countries.
- Company typePrivate
- Founded2010
- HeadquartersMilan, Italy
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Epsilon SGR does
Epsilon SGR / Eurizon Capital SGR S.p.A. is an Italian asset management company (Società di Gestione del Risparmio) headquartered at Via Melchiorre Gioia 22, Milan, and wholly owned by Intesa Sanpaolo S.p.A., Italy's largest banking group, which serves as its sole shareholder (Socio Unico) and exercises direction and coordination. The firm is registered with Banca d'Italia under Article 35 of D.Lgs. 58/98 (No. 3 OICVM Managers Section, No. 2 FIA Managers Section) and holds EUR 118.2 million in share capital. It operates a broad investment product platform spanning UCITS mutual funds (Eurizon Fund umbrella), exchange-traded funds (both passive and, as of April 2026, active), Italian PIR savings plans, European Long-Term Investment Funds (ELTIFs) for private market access, hedge funds, and discretionary portfolio management (Gestioni Patrimoniali). Its customer base is segmented horizontally across institutional investors (banks, insurance companies, pension funds, large enterprises meeting dimensional thresholds), private investors, and authorized financial advisors and collocatori under D.lgs. 58/98.
The business model is built on recurring management fees charged on AUM across the product range, with no pricing publicly disclosed and revenue generated through multiple distribution channels: direct institutional sales, an authorized financial advisor/collocatore network, Intesa Sanpaolo Group branches and digital platforms (covering Italy), and an international distribution network spanning 25+ countries across Western, Central, and Southern Europe plus Asia-Pacific (Hong Kong, Taiwan, China) and South America (Chile). Marketing and client engagement are executed through a multi-channel engine including a country-localized multi-language website, financial education content, weekly market publications ('La settimana dei mercati', 'The Globe'), YouTube and LinkedIn presence, email newsletters, webinars, and participation as a partner in industry events such as Salone del Risparmio.
Underlying technology is not disclosed beyond standard regulated asset management operations: product NAV publication, country-specific fund documentation portals, GDPR-compliant data processing, and conventional digital subscription workflows. No proprietary technology platform, AI/ML systems, APIs, or patents are described in the source material. Recent strategic moves center on launching the firm's first Active ETF (April 2026) following the success of passive ETFs, and the firm received 2026 LSEG Lipper Fund Awards in both the Nordics (Best Fund Absolute Return Bond EUR 3 Years) and Austria (Absolute Return EUR Medium 10 Years) categories. Note: a discrepancy exists between the firmographics block describing 'Epsilon SGR' (founded 2010, 11-50 employees, financial and management consulting) and the detailed data describing Eurizon Capital SGR S.p.A. (a major asset manager under Intesa Sanpaolo); this analysis is grounded in the substantive operational data.
Epsilon SGR firmographics
Firmographics- Name
- Epsilon SGR
- Legal name
- Eurizon Capital SGR S.p.A.
- Website
- https://epsilonsgr.it
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Eurizon Capital SGR S.p.A. is an Italian asset management company wholly owned by Intesa Sanpaolo, offering UCITS funds, active and passive ETFs, ELTIFs, hedge funds, PIR plans, and discretionary wealth management to institutional investors, private clients, and financial advisors across 25+ countries.
- Ownership category
- akta.pro rank
Epsilon SGR industry classification
Industry- Product category
- Financial and Management Consulting
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
- akta.pro secondary industry
- Compliance Technology, GRC Platforms & Controls Automation Advisory (BPAHAFAO)
Keywords
Where Epsilon SGR is headquartered
LocationHeadquarters
- HQ city
- Milan
- HQ country
- Italy
- HQ region
- Europe
Offices1 record
Markets served
Epsilon SGR business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Asset Management Fees: Eurizon Capital SGR generates revenue primarily through management fees charged on its range of investment funds and asset management products, including UCITS funds, hedge funds, ETFs, and alternative investment vehicles such as ELTIFs and PIR-compliant products.
Distribution channels5 records
Marketing channels8 records
Epsilon SGR product offering
Product offeringCore offering
Epsilon SGR is a privately held Italian firm that provides financial and management consulting services. Founded in 2010 and headquartered in Milan, the company operates with a small team (11-50 employees) serving clients seeking financial and management advisory support.
Product overview
Eurizon Capital SGR is a Società di Gestione del Risparmio (asset management company) operating as part of the Intesa Sanpaolo Group. The company offers a comprehensive investment product portfolio centered on the Eurizon Fund umbrella, which includes multiple sub-funds and strategies. The core offerings span UCITS mutual funds (Eurizon Fund), ETFs (including both passive and active products), Italian PIR savings plans, European Eltif funds, Hedge Funds, and discretionary wealth management services (Gestioni Patrimoniali). These products serve retail investors, institutional clients, and financial advisors through various distribution channels across multiple European and international markets.
Differentiator
Problem solved
Functional benefit
Brands
- Eurizon Fund: UCITS fund brand offering various investment strategies including equities, bonds, and money market products
- Eurizon Fund II
- Eurizon PIR
- Eurizon SIP
Products and services
- Financial and Management Consulting Services
Companies that use Epsilon SGR
Customer profileSegments3 records
Ideal customer profiles1 record
Epsilon SGR technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Epsilon SGR partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Epsilon SGR competitors and assessment
Company assessmentBroad incumbents
- Oliver Wyman: Global management consultancy with a particularly strong focus on financial services, risk, and corporate strategy - a direct adjacency to Epsilon SGR's stated financial-and-management consulting mix.
- Deloitte (Consulting): Big Four professional services network with a large consulting practice spanning strategy, operations, and financial advisory; a broad incumbent offering the same financial and management consulting services that Epsilon SGR provides.
- PwC (Consulting): Big Four firm with a substantial strategy and management consulting practice, including financial-services advisory; directly comparable to Epsilon SGR's combined financial and management consulting positioning, especially for Italian clients.
- EY-Parthenon: EY's strategy consulting arm offering transaction, corporate finance, and management advisory services; competes for the same financial-and-management consulting mandates as Epsilon SGR, including M&A and capital-markets advisory work.
- Roland Berger: European-headquartered global management consultancy; comparable to Epsilon SGR as a similarly EMEA-rooted advisory firm offering strategy and management consulting, though at much larger scale.
- Boston Consulting Group: Global strategy and management consulting leader with strong financial-services and corporate-advisory offerings; competes for the same Italian and European mid-market and enterprise advisory mandates as Epsilon SGR.
- Bain & Company: Top-tier global management consultancy with deep financial-services and corporate-strategy practices; overlaps with Epsilon SGR's 'financial and management consulting' positioning and serves many of the same corporate and institutional buyers.
- McKinsey & Company: Global Tier-1 management consulting firm offering strategic and management advisory services across industries; comparable to Epsilon SGR on the management consulting side but at vastly larger scale and international reach.
- Kearney: Global management consulting firm with strong operations and financial-services practices; overlaps with Epsilon SGR's management consulting value proposition and serves enterprise and financial-services clients in Europe and globally.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat4 records
Key risks5 records
Key highlights4 records
Customer concentration
Epsilon SGR social profiles
Digital presenceEpsilon SGR compliance and trust
Trust signalCompliance3 records
Epsilon SGR financial estimates
Financial estimateRevenue estimate
Valuation estimate
Epsilon SGR leadership team
Management profileNumber of profiles
Epsilon SGR funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Epsilon SGR M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Epsilon SGR
What does Epsilon SGR do?
Epsilon SGR is a privately held Italian firm that provides financial and management consulting services. Founded in 2010 and headquartered in Milan, the company operates with a small team (11-50 employees) serving clients seeking financial and management advisory support.
Is Epsilon SGR a public or private company?
Epsilon SGR is a private company. It is classified as unknown and is currently operating.
When was Epsilon SGR founded?
Epsilon SGR was founded in 2010. It employs 11 to 50 people.
Where is Epsilon SGR based?
Epsilon SGR is headquartered in Milan, Italy, in the Europe region.
How does Epsilon SGR make money?
One revenue line is on record: asset Management Fees.
Who are Epsilon SGR's main competitors?
Broad incumbents on record are Oliver Wyman, Deloitte (Consulting), PwC (Consulting), EY-Parthenon, Roland Berger, Boston Consulting Group, Bain & Company, McKinsey & Company and Kearney.
Does Epsilon SGR have an API?
No public API is recorded for Epsilon SGR.
What industry is Epsilon SGR in?
Epsilon SGR's product category is Financial and Management Consulting. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory), with a secondary code of BPAHAFAO, Compliance Technology, GRC Platforms & Controls Automation Advisory. Its NAICS code is 54161 and its SIC code is 8742.