EOS Servizi Fiduciari

What EOS Servizi Fiduciari does

EOS Servizi Fiduciari S.p.A. is an Italian fiduciary services company incorporated as a società per azioni (S.p.A.) and headquartered at Via Camperio 9 in Milan. It is registered in the separate section of the single register under Article 106 of the Italian Consolidated Law on Banking (Testo Unico Bancario, TUB), which regulates non-bank financial intermediaries. The company historically served as the static-administration fiduciary (fiduciaria di amministrazione statica) within the EFG International Group, a Zurich-based international private banking group listed on the SIX Swiss Exchange and operating in approximately 40 countries.

The company's core product is a single regulated offering: static-administration fiduciary services provided internally to its parent group. The business is intra-group in nature, with no disclosed external customers, marketing channels, distribution channels, or proprietary technology. Underlying operations rely on standard corporate governance and fiduciary administration processes under Italian Banking Law, with GDPR-compliant data handling and an Italian corporate governance structure comprising a Board of Directors, a Board of Statutory Auditors (Collegio Sindacale), and alternate auditors. Headcount is stated at 11-50 employees, and pricing is not publicly disclosed.

According to the company's homepage, EOS Servizi Fiduciari's operations are currently limited to activities preparatory to its voluntary liquidation. The entity has effectively exited active service delivery, with its regulatory registration under Article 106 TUB remaining in place as the wind-down is completed. There is no disclosed revenue figure, funding history, acquisition activity, or product pipeline, consistent with a company in terminal liquidation rather than an operating business.

Name

EOS Servizi Fiduciari

Legal name

EOS Servizi Fiduciari S.p.A.

Website

https://eosfiduciaria.it

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

EOS Servizi Fiduciari S.p.A. is an Italian regulated fiduciary (fiduciaria di amministrazione statica) under Article 106 TUB and a wholly-owned subsidiary of EFG International Group, currently in voluntary liquidation with no active service delivery.

Ownership category

akta.pro rank

Product category

Fiduciary Administration Services

NAICS

Trusts, Estates, and Agency Accounts (525920)

SIC

Finance Services (6199)

akta.pro primary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

akta.pro secondary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Fiduciary administration services
• Static administration fiduciary
• Trust administration services
• Italian fiduciary services
• Corporate fiduciary services

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Core offering

EOS Servizi Fiduciari S.p.A. operated as the static administration fiduciary (fiduciaria di amministrazione statica) for the EFG International Group, providing fiduciary administration services registered under Article 106 TUB (Italian Banking Act). Its services were delivered exclusively within the EFG Group's private banking structure, with operations now limited to preparatory activities for the company's voluntary liquidation.

Product overview

EOS Servizi Fiduciari is a single core offering: fiduciary administration services for the EFG International Group. The company is a fiduciary (fiduciaria di amministrazione statica) that provides trust administration services. According to the homepage, the company is currently only engaged in activities preparatory to voluntary liquidation, with no active service delivery. It operates under the regulatory framework of Article 106 TUB and is part of EFG International, a Swiss private banking group listed on the SIX Swiss Exchange.

Differentiator

Problem solved

Functional benefit

Products and services

• Static Administration Fiduciary Services (Fiduciaria di amministrazione statica) Fiduciary administration services for the EFG International Group under Article 106 TUB (Italian Banking Law). Delivered exclusively to its parent group for static administration purposes; the company is currently in voluntary liquidation and no longer provides active services.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• EFG InternationalcoreStrategic or Co-development PartnerEOS Servizi Fiduciari S.p.A. is part of EFG International, an international private banking group based in Zurich, Switzerland. EFG International operates in approximately 40 countries worldwide and its shares are listed on the SIX Swiss Exchange. This is a parent-subsidiary relationship within the EFG banking group structure.

Scale indicators1 record

Recent moves4 records

Broad incumbents

• Banca Mediolanum: Italian banking and wealth management group providing fiduciary, asset management, and private banking services. Comparable to EOS Servizi Fiduciari in operating regulated Italian fiduciary/wealth services within a banking group structure.
• Citco: Global provider of corporate services and fund administration with fiduciary capabilities. Comparable to EOS Servizi Fiduciari as a larger, established player in the corporate and fiduciary administration space.

Direct peers

• Apex Group: Global financial services provider offering fund administration, fiduciary, trust, and corporate services. Comparable to EOS Servizi Fiduciari as a provider of cross-border fiduciary and administration services to financial groups and high-net-worth clients.
• JTC Group: Provider of institutional and private client services including fund administration, corporate, and fiduciary services. Directly comparable in offering fiduciary administration under regulated frameworks for wealth and banking clients.
• TMF Group: Global provider of corporate, trust, and fiduciary administration services across multiple jurisdictions. Directly comparable as it offers fiduciary and statutory administration functions similar to EOS Servizi Fiduciari, including services to private banking and financial groups.
• Intertrust (now CSC): Global corporate services and trust/fiduciary administration provider. Comparable to EOS Servizi Fiduciari in delivering regulated fiduciary and corporate administration services to international financial groups.
• IQ-EQ: Global investor services group providing fiduciary, administration, and compliance services. Comparable to EOS Servizi Fiduciari in providing regulated fiduciary administration to financial institutions and private clients.

Regional players

• Fideuram (Intesa Sanpaolo Private Banking): Italian private banking group within Intesa Sanpaolo that operates fiduciary and asset management services under Italian banking regulation. Comparable to EOS Servizi Fiduciari as an Italian regulated fiduciary entity within a larger banking group.

Market position

Strengths2 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/eos-servizi-fiduciari-spa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 EOS Servizi Fiduciari