Intesa Sanpaolo Private Bank

Origin of Intesa Sanpaolo Private Bank

Intesa Sanpaolo Private Bank (Suisse) SA was founded in 2003 as a branch of Sanpaolo Bank.
Sanpaolo IMI and Banca Intesa were both formed from mergers in 1998. In January 2007 Sanpaolo IMI and Banca Intesa merged to form Intesa Sanpaolo Bank.

Lugano is a synthesis between Swiss efficiency and Italian Lifestyle. The context of Intesa Sanpaolo is a charming location, a model of tranquility well connected to the most dynamic regions of Europe. This location allows the bank to offer high-quality services while guaranteeing an excellent quality of life. Intesa Sanpaolo has a branch in Geneva.

Intesa Sanpaolo belongs to one of the most important European banking groups. The value of the roots has always taught the bank the importance of paying constant attention to the relationship with their clients.

Philosophy and Strategy
The world is changing at great speed. Intesa Sanpaolo wants to be a fortress of certainty for people who are faced with many competitors. Intesa Sanpaolo is a haven today, and will it also be tomorrow. In Intesa Sanpaolo’s group business plan the aim is to become one of the top five private banks in Europe and the second biggest in the eurozone regarding managed assets.

Private Banking in Switzerland is a centuries-old tradition. In Lugano, the past has been able to merge with the future, creating a dynamic and competitive financial center, which has developed and grown constantly over the years. Intesa Sanpaolo Private Bank has managed to emerge in this financial context and wants to continue to play a leading role.

Mission and Values

  • Integrity – pursue the goals with responsibility, fairness, and honesty
  • Excellence – setting the goal of anticipating challenges, cultivating extensive creativity aimed at innovation, continuous improvement
  • Transparency – transparency is the basis of the actions to allow the shareholders to make informed and independent decisions
  • Respect for specific qualities – combining large-scale operations with local roots, being a bank with a broad vision
  • Equality – respecting differences in gender, ethnic origin, age, religion, political and union persuasions, identity, sexual orientation, language, disability and eliminating all forms of discrimination
  • Values of the individual – listening, and dialogues are the tools for continuously improving the relationships with all stakeholders
  • Responsibility in the use of resources – using all resources attentively and avoid waste and ostentation

The strategy is towards sustainable and solid value creation for all stakeholders. Intesa Sanpaolo Private Bank aims a sharp increase in efficiency and profitability and preserving a low-risk profile. A solid revenue creation, dynamic credit and risk management, continuous cost management and efficient use of capital and liquidity are important aspects for the bank.

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Services and Solutions
Investment solutions

Intesa Sanpaolo cares about the customer’s investments, and the bank is committed to proposing the most efficient solutions.

Asset Management
Intesa Sanpaolo manages discretionary accounts on behalf of the bank’s institutional and private clients. The aim is to have minimal volatility and a maximum return.

Advisory
Depending on the client’s needs Intesa’s private bankers will put together the proper strategies and products. The portfolios can be individual, complex or tailored specifically to the client.

Investment Funds and SICAVs
Intesa Sanpaolo has an open-architecture approach and has access to a wide range of products and services thanks to the databases and research sources available.

Banking solutions

Intesa Sanpaolo offers various banking services to meet their client’s needs.

Lending services
Intesa Sanpaolo’s clients can benefit from various types of credit lines depending on their asset values.

Payments
Payments are executed in Switzerland and abroad.

Credit cards
All the main cards are available to the customers.

Risk Management
The Board of Directors is responsible for the implementation of an effective internal control system. The Board of Directors sets the risk assessment process and the respective risk management. The Board is also responsible for risk management, which each year assesses the adequacy of the measures. The risk managers review the limits and criteria set by the Board and submit the related control reports to the Board and General Management.

The General Management is responsible for managing and analyzing the risks. Internal Audit assesses risks and the adequacy of controls. The main risks are the credit risk, the interest rate risk, the market risk, the liquidity risk, the foreign exchange risk, the operating risk, the legal risk, the reputational risk, and the compliance risk.

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Added-Value Services
Intesa Sanpaolo Private Bank knows how to seize new opportunities without ever losing sight of the final goal: the stability of assets over time.

The Gallerie d’Italia project shares its architectural and artistic heritage with the public. A unique museum network is created with 1’000 works displayed in historic places in three cities: Piazza Scala in Milan, Palazzo Leoni Montanari in Vicenza and Palazzo Zevallos Stigliano in Naples.

The parent company Fideuram-Intesa Sanpaolo Private Banking and the shareholders of Morval Vonwiller Holding SA closed the acquisition of the Swiss group., including Banque Morval SA. The acquisition is part of a strategic plan to strengthen Intesa Sanpaolo’s presence in the international private banking markets. The Morval Vonwiller group’s footprint allows the bank to bolster its presence in Switzerland and further expand its international activities. The clients will have a great benefit from the initiative, thanks to the combination between Intesa Sanpaolo’s status of a leading European financial institution and the active boutique role in international private banking. Intesa Sanpaolo Suisse will start creating the European Hub of private banking.

Intesa Sanpaolo is now using Avaloq’s Business-Process-as-a-Service (BPaaS) solution. The bank can integrate new customer assets and legacy systems so according to their data faster. The bank also hopes for new customers, lower costs and a shorter time-to-market.

Intesa Sanpaolo Private Bank – Facts & Figures

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Address S. Balestra 12
6900 Lugano
Phone +41 91 260 82 82
Website www.intesasanpaoloprivate.ch
Year of foundation 2003
Subsidiaries 1
No. of employees 33
Rating Fitch BBB
Moody’s Ba1
S&P BBB
Chairman Christian Merle
Shareholder’s equity 40.332 mm CHF
Assets under Management 1.495 bn CHF
Assets under Management / Employees 45.303 mm CHF
Net profit 103’251 CHF
Net Profit / Employees 3’128 CHF
Tier 1 Ratio 16.2 %
Cost / Income Cost Ratio (CIR) 91.8 %
CEO Marco Longo

Source: Annual Report 2017

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