Banca Euromobiliare

What Banca Euromobiliare does

Banca Euromobiliare, legally operating as Credem Euromobiliare Private Banking, is the dedicated private banking division of Credem Group — an Italian and European banking group recognized for capital solidity and shareholder stability, with a heritage exceeding 100 years. The firm delivers comprehensive wealth management services to high-net-worth individuals, entrepreneurs, and family businesses across Italy through five core service modules: Corporate Finance Advisory (M&A and strategic consulting), Patrimonial Consulting, Succession Planning (encompassing fiduciary services, asset protection, real estate, and art advisory), Discretionary Asset Management, and traditional Banking Services. These services are supported by a proprietary Internet Banking platform (mybanking.credemeuromobiliarepb.it) enabling remote client access, portfolio visibility, and digital transactions, alongside an active mobile-app presence.

The go-to-market is relationship-driven: dedicated private bankers operate from a nationwide branch network spanning Italy, combining face-to-face advisory with digital banking capabilities. Revenue is generated through three principal streams — recurring Private Banking Advisory Fees (subscription/recurring model), Asset Management Fees charged on assets under management (subscription/recurring), and Banking Services (transaction-fee model). Pricing is not publicly disclosed but is tailored to individual client circumstances under standard fee-on-AUM or bespoke advisory constructs. The firm employs over 1,000 professionals nationally and positions itself as combining the institutional strength of the Credem Group with the personalization expected of a focused private bank.

Recent strategic activity centers on a 2026 organizational restructuring to sharpen wealth management focus under the Credem Euromobiliare Private Banking banner, ESG and UN 2030 Agenda alignment, expansion of Corporate Finance Advisory through mid-market M&A mandates (AB Analitica, Selmo, Impianti 2000, EFI Technology), and content-led engagement through the Dialoghi D'Impresa festival and aggregated market intelligence partnerships with MF Newswires and Class News. The firm is wholly owned by Credem Group, and no independent funding or standalone ownership structure is disclosed.

Name

Banca Euromobiliare

Legal name

Credem Euromobiliare Private Banking

Website

https://bancaeuro.it

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Banca Euromobiliare is the private banking division of Italian bank Credem Group, delivering wealth management, corporate finance advisory, succession planning, discretionary asset management, and banking services to high-net-worth individuals, entrepreneurs, and family businesses across Italy through a nationwide network of over 1,000 professionals.

Ownership category

akta.pro rank

Product category

Private Banking

NAICS

Depository Credit Intermediation (5221)

SIC

State Commercial Banks (6022)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Private Banking Cross-Border & International Wealth Services (FSABADAL), Customer Experience & Engagement (CRM, Support, Rewards, Loyalty) (FSAGAAAM)

Keywords

• Private banking services
• Wealth management advisory
• Corporate finance advisory
• Discretionary asset management
• Estate planning services

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Private Banking Advisory Fees: Fee-based revenue from personalized wealth management advisory services, including portfolio management, estate planning, and corporate finance advisory for high-net-worth individuals and entrepreneurs.
2. Asset Management Fees: Revenue generated from discretionary portfolio management services where qualified managers make investment decisions on behalf of clients, charging management fees based on assets under management.
3. Banking Services: Traditional banking services including deposits, payments, and credit facilities for private banking clientele.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Banca Euromobiliare, operating as Credem Euromobiliare Private Banking, is the private banking division of Credem Group delivering wealth management and private banking services to high-net-worth individuals and entrepreneurs across Italy. Its offering spans five core modules: Corporate Finance Advisory (M&A and strategic consulting), Patrimonial Consulting (integrated financial planning), Succession Planning (fiduciary, asset protection, real estate, art advisory), Discretionary Asset Management, and traditional Banking Services, all supported by a proprietary Internet Banking platform.

Product overview

Credem Euromobiliare Private Banking operates as the private banking division of the Credem Group, offering a comprehensive wealth management platform with five core service modules: Corporate Finance Advisory (M&A and business advisory), Consulenza Patrimoniale (patrimonial consulting), Pianificazione Successoria (succession planning), Gestioni Patrimoniali (discretionary asset management), and Servizi Bancari (banking services). The company also provides a digital Internet Banking platform. With over 1000 professionals across Italy, the organization positions itself as combining the strength of a large player with personalized service delivery.

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. Includes mid-market M&A advisory as demonstrated by mandates such as advising on the sale of AB Analitica to Eurofins, Selmo to NIBE Industrier AB, Impianti 2000 to Alcedo Sgr, and EFI Technology to MTA.
• Consulenza Patrimoniale (Patrimonial Consulting) Research-based daily advisory providing simple and integrated solutions to meet client requests, including complex and articulated financial needs. Targets high-net-worth individuals requiring consolidated patrimonial planning.
• Pianificazione Successoria (Succession Planning) Fiduciary services, asset protection, real estate, and art advisory designed to ensure financially tranquil futures while protecting wealth and supporting generational transfer for private banking clients.
• Gestioni Patrimoniali (Discretionary Asset Management) Portfolio management services in which qualified managers are delegated to select and operate financial instruments on behalf of clients, representing an effective form of investment aimed at interpreting client expectations.
• Servizi Bancari (Banking Services) Banking services designed for evolved and demanding clientele, including deposits, payments, and credit facilities, reflecting the quality standards of the firm's investment services.
• Internet Banking Proprietary online banking platform enabling private banking clients to access their accounts, conduct transactions, and manage banking needs digitally (mybanking.credemeuromobiliarepb.it).

Quantifiable outcome

• Successful completion of multiple M&A transactions as advisor to selling shareholders in mid-market deals

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered minor.

• MF NewswiresminorOthersNews and market intelligence provider used as a source for breaking news and financial market information displayed on the Banca Euromobiliare platform.
• Class NewsminorOthersFinancial news service providing market intelligence and breaking news content aggregated on the Banca Euromobiliare platform for client information.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Mediobanca Private Banking: The private banking arm of Mediobanca, serving HNW and family business clients in Italy with wealth advisory, discretionary management, and corporate finance services - directly comparable to Banca Euromobiliare's combination of wealth management and mid-market M&A advisory.
• Banca Mediolanum: Italian retail and private banking group with significant HNW segment focus, offering wealth management, asset management, and integrated banking services via financial advisors and digital channels - comparable in Italian-market positioning and in combining advisory strength with proprietary technology.
• FinecoBank: Italian digital bank with an integrated private banking and wealth management offering, providing investment, advisory, and banking services via a unified digital platform - directly competing for HNW clients seeking a hybrid digital-plus-advisory experience similar to Banca Euromobiliare's model.
• Banca Generali: Leading Italian private banking and wealth management firm listed on the Milan Stock Exchange, serving HNW individuals and families with discretionary asset management, financial advisory, and banking services through a network of financial advisors - closely matching Banca Euromobiliare's service mix and target clientele.
• Azimut Wealth Management: Independent Italian asset management and wealth advisory group with a strong private banker and financial advisor network serving HNW individuals - directly comparable to Banca Euromobiliare in core asset management and advisory services for Italian HNW clients.
• Fideuram - Intesa Sanpaolo Private Banking: Italy's largest private banking network and a direct competitor serving HNW individuals with advisory, discretionary portfolio management, and banking services through a nationwide branch model under Intesa Sanpaolo - directly comparable in scope and target market to Banca Euromobiliare.

Broad incumbents

• Deutsche Bank Wealth Management Italy: Italian arm of Deutsche Bank's global Wealth Management franchise, serving UHNW and HNW clients with international wealth advisory and investment services - a broader incumbent with cross-border capabilities that Banca Euromobiliare lacks.
• UniCredit Private Banking: Private banking division of UniCredit, one of Italy's largest universal banks, offering wealth management and advisory services to HNW clients through a national branch network - a broader incumbent with overlapping capabilities but part of a much larger, more diversified institution.
• BNL-BNP Paribas Private Banking: Private banking unit of BNL, part of BNP Paribas Group, offering wealth management and advisory services to Italian HNW clients with cross-border capabilities inherited from its global parent - a broader incumbent offering similar services plus international reach.

Emerging players

• J.P. Morgan Private Bank (Italy): International private bank expanding UHNW services in Italy, focused on ultra-high-net-worth clients with global investment advisory - emerging as a competitor for the upper end of the Italian HNW segment that Banca Euromobiliare targets.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/banca-euromobiliare
• Facebookfacebook.com/Banca-Euromobiliare-Milano--1400714376838249

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 Banca Euromobiliare