Mediolanum Gestione Fondi SGR

What Mediolanum Gestione Fondi SGR does

Mediolanum Gestione Fondi SGR p.A. is the asset management company (Società di Gestione del Risparmio per Azioni) of the Mediolanum Banking Group, operating in the Italian collective savings management sector (gestione collettiva del risparmio). The company is headquartered at Palazzo Meucci in Basiglio (Milano 3), Italy, and is a wholly-owned subsidiary of Gruppo Mediolanum, with no external shareholders or independent funding rounds identified. Its product portfolio is structured around the Sistema Mediolanum Fondi Italia umbrella and spans four product lines: mutual funds (UCITS, including the Mediolanum Flessibile, Obbligazionario Italia series, High Yield, and equity strategies), alternative investment funds (the Mediolanum Private Markets Italia series as feeder structures into ECRA), pension funds (Previgest Fund Mediolanum), and real estate funds (Mediolanum Real Estate). The firm operates a documented ESG integration framework combining third-party ESG ratings with traditional financial analysis and issuer engagement, supported by SFDR-aligned disclosures and an AML/CFT compliance program.

The company generates revenue through management fees on assets under management across its fund range, complemented by fixed per-transaction fees (diritti fissi) that are adjusted annually on the basis of the ISTAT inflation index. Distribution is conducted almost exclusively through the Banca Mediolanum Family Banker network, supplemented by a dedicated Private Banking channel and a Customer Banking Center, providing capillary coverage across the Italian territory. The primary customer segment is Italian retail investors, served through personalized advisory relationships, with a secondary private banking segment for high-net-worth clients. Recent strategic activity (2025–2026) has centered on expanding access to private markets for non-qualified investors via the Mediolanum Private Markets Italia III feeder fund and on launching additional PIR-eligible Italian corporate bond funds, alongside the modernization of pension benefit options for Previgest Fund Mediolanum.

Name

Mediolanum Gestione Fondi SGR

Legal name

Mediolanum Gestione Fondi SGR p.A.

Website

https://mediolanumgestionefondi.it

Company type

Private

Founded year

1982

Operating status

Operating

Short description

Mediolanum Gestione Fondi SGR is the asset management company of the Mediolanum Banking Group, managing Italian mutual funds, alternative investment funds, pension funds, and real estate funds distributed through Banca Mediolanum's Family Banker network to Italian retail and private banking clients.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Pension Funds (52511)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Italian asset management
• Mutual fund management
• Pension fund management
• Alternative investment funds
• ESG investing

Headquarters

HQ city

Milano

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, Others

Revenue model

1. Asset Management Fees: Mediolanum Gestione Fondi generates revenue through management fees charged on the assets under management across its range of mutual funds, alternative investment funds, pension funds, and real estate funds. The company operates in the collective savings management sector (gestione collettiva del risparmio) as part of the Mediolanum Banking Group.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Mediolanum Gestione Fondi SGR p.A. is the asset management company (Società di Gestione del Risparmio) of the Gruppo Mediolanum, operating in collective savings management (gestione collettiva del risparmio). It manages and distributes mutual funds, alternative investment funds (FIA), pension funds (fondi pensione), and real estate funds (fondi immobiliari) under the umbrella system "Sistema Mediolanum Fondi Italia" for Italian retail and private banking clients. Products cover balanced, flexible, bond, equity, private markets, and real estate strategies with ESG integration in investment processes.

Product overview

Mediolanum Gestione Fondi SGR p.A. is the asset management company (Società di Gestione del Risparmio) of the Mediolanum Banking Group, operating in collective savings management. The company offers a comprehensive product suite centered on the Sistema Mediolanum Fondi Italia, an umbrella structure encompassing mutual funds across multiple asset classes and strategies. The product portfolio includes: (1) Fondi comuni di investimento - mutual funds spanning flexible/balanced strategies (Mediolanum Flessibile series), bond products (Mediolanum Obbligazionario Italia series I-IX, Mediolanum Strategia Euro High Yield, Mediolanum High Yield Italia), equity funds, and multi-strategy funds; (2) Fondi di investimento alternativi - alternative investment funds including Mediolanum Private Markets Italia, II, and III feeder funds; (3) Fondi pensione - pension funds including Previgest Fund Mediolanum with new flexible benefit options; and (4) Fondi immobiliari - real estate funds including Mediolanum Real Estate. The company distributes through the Banca Mediolanum network including Family Banker advisors throughout Italy.

Differentiator

Problem solved

Functional benefit

Brands

• Sistema Mediolanum Fondi Italia: A system of mutual funds including Mediolanum Risparmio Dinamico, Mediolanum Strategia Globale Multi Bond, Mediolanum Flessibile Strategico, Mediolanum Flessibile Futuro Sostenibile, Mediolanum Flessibile Futuro Italia, Mediolanum Strategia Euro High Yield, Mediolanum Flessibile Sviluppo Italia, Mediolanum Obbligazionario Italia series, and others.
• Previgest Fund Mediolanum
• Mediolanum Private Markets
• Mediolanum Real Estate

Products and services

• Sistema Mediolanum Fondi Italia Umbrella system of mutual funds managed by Mediolanum Gestione Fondi, encompassing various fund categories including balanced, flexible, bond, and equity strategies for Italian retail and private banking clients.
• Mediolanum Obbligazionario Italia IX UCITS-compliant open-end mutual fund focused on Italian corporate bonds with approximately 5-year investment period, eligible under the Italian PIR (Individual Long-term Savings Plan) regime.
• Mediolanum Private Markets Italia III Closed-ended alternative investment fund (FIA) not reserved for qualified investors, feeder structure into the master fund ECRA Private Markets Italia III. Provides Italian retail investors with access to private markets.
• Previgest Fund Mediolanum Open pension fund (fondo pensione aperto) managed by Mediolanum Gestione Fondi SGR for supplementary retirement savings, offering flexible pension benefits from July 2026 including term-certain annuities, discretionary withdrawals, and staggered payouts over a minimum 5-year period.
• Mediolanum Real Estate Closed-ended real estate fund (fondo immobiliare chiuso) managed within Sistema Mediolanum Fondi Italia, subject to annual ISTAT revaluation of fixed fees.

Segments1 record

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

One partnership is on record.

• State Street BankminorOthers · 17 May 2010State Street Bank serves as the Depositary Bank and payment agent for Mediolanum Gestione Fondi's funds, following the transfer of custodian services from Intesa Sanpaolo in May 2010.

Scale indicators3 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• Arca Fondi SGR: Italian SGR offering mutual funds distributed primarily through partner bank networks. Directly comparable as a domestic retail-focused fund manager relying on bank-bancassurance distribution.
• Eurizon Capital SGR: Italian SGR and asset management arm of Intesa Sanpaolo, the largest Italian banking group. Directly comparable as a domestically-domiciled SGR distributing mutual, alternative, and pension products through its parent's retail/private banking network.
• Anima Holding: Independent Italian asset manager listed on Borsa Italiana, offering mutual funds, pension funds, and alternative products to Italian retail and institutional clients. Closest publicly-traded comparable in terms of product mix and domestic focus.

Broad incumbents

• Schroders: Global asset manager with established Italian distribution via private banking and intermediary channels. Comparable as a broad incumbent offering multi-asset, fixed income, and alternative strategies to European retail and institutional clients.
• Allianz Global Investors: Global asset manager affiliated with Allianz Group, distributing active mutual funds and alternatives through European bank and insurance channels. Comparable as a broad incumbent with overlapping product categories and Italian retail reach.
• BlackRock: Global asset management leader with iShares ETF franchise and growing European retail footprint. Comparable as a broad incumbent competing for the same Italian retail and private banking mandates, particularly in passive and ESG-aligned products.
• Amundi: Europe's largest asset manager with significant Italian retail and institutional presence. Comparable as a broad incumbent offering mutual funds, ETFs, alternatives, and real estate products across European channels.
• BNP Paribas Asset Management: European asset management arm of BNP Paribas with strong Italian distribution through partner banks. Comparable as a broad incumbent offering mutual funds, ESG strategies, and alternatives to Italian retail investors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments2 records

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

Frequently asked questions about Mediolanum Gestione Fondi SGR