Off shore
CMB
  On shore
Banca Esperia 
  Family office/Trust
Spafid

CMB: stake since 1989, fully owned since 2004

Leading financial institution in Principality of Monaco, with around 10% market share

AUM €8.1bn, breaking down as follows:

  • mainly private investors
  • 35% managed assets, 65% administered

Distribution network: 41 bankers

 

Founded in 2001 (50% JV with Mediolanum), highly synergic with CIB operations

Top-ranked in Italy as specialist player for UHNWIs

AUM €16.7bn, breaking down as follows:

  • 71% private investors, 29% institutional investors
  • 51% managed, 49% administered

Distribution network: 90 bankers, 12 branches in Italy

 
Fiduciary, family office, corporate secretary services
AUM €3bn doubled in last 3Y

 Private banking: AUM/AUA trend (€bn)

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