Franze, Michela (A.A. 2024/2025) The future of wealth management: integrating private and investment banking in Banca Generali’s acquisition of Intermonte and the evolving role of the financial advisor. Tesi di Laurea in M&A and investment banking, Luiss Guido Carli, relatore Luigi De Vecchi, pp. 76. [Master's Degree Thesis]

Preview

PDF (Full text) Download (1MB) | Preview

Abstract/Index

M&A in the banking sector. M&A transactions in the banking sector. The Italian banking competitive landscape: main M&A deals and majors’ players. Mediobanca and Banca Generali: wealth management chess. The jewel of wealth management. Banca Generali history and origins. Integration between private banking and investment banking. Banca Generali-Intermonte acquisition. Offer structure and timeline. Strategic rationale for Banca Generali. Expected synergies: connecting private banking and investment banking. Integration plan and operational changes. Benefits for entrepreneurial clients and financial advisors. Future prospects and market positioning of BG’s integrated model. The role of the financial advisor in this new banking model. The financial advisor. The value of the financial advisor to a private bank. Future of the financial advisor in a post-Intermonte banking model. Evolution of the advisor’s role and future client usage in private banking.

References

Bibliografia: pp. 73-76.

Thesis Type:	Master's Degree Thesis
Institution:	Luiss Guido Carli
Degree Program:	Master's Degree Programs > Master's Degree program in Corporate Finance, English language (LM-77)
Chair:	M&A and investment banking
Thesis Supervisor:	De Vecchi, Luigi
Thesis Co-Supervisor:	Salvati, Andrea
Academic Year:	2024/2025
Session:	Autumn
Deposited by:	Alessandro Perfetti
Date Deposited:	26 Mar 2026 10:04
Last Modified:	26 Mar 2026 10:04
URI:	https://tesi.luiss.it/id/eprint/45265

Downloads

Repository Staff Only

View Item