Insights

Private Client Focus UBI Banca Private Investment primarily serves high-net-worth individuals and private clients across Italy, offering tailored financial products and wealth management solutions, representing a strong opportunity for premium financial services and personalized investment products.

Growing Professional Network With approximately 700 professionals including Private Bankers and Financial Promoters operating across 25 branches and 50 points of service, there is significant potential to expand service offerings or introduce new financial technology tools to support their advisory activities.

Limited Revenue Scale The company's current revenue range is under one million dollars, indicating potential for growth through targeted sales initiatives such as advanced investment platforms, digital onboarding solutions, or asset management services to boost revenue streams.

Market Positioning As part of the larger UBI Banca Group with extensive branch coverage and a broad customer base, there are opportunities to upsell sophisticated financial products, digital solutions, or cross-sell services within the existing client network.

Technology Adoption While specific details on tech stack are limited, the company's emphasis on innovative investment solutions suggests an openness to integrating new financial technologies, digital platforms, or automation tools to enhance client engagement and operational efficiency.

UBI Banca Private Investment's Email Address Formats

UBI Banca Private Investment uses at least 1 format(s):

UBI Banca Private Investment Email Formats	Example	Percentage
First.Last@ubibancapi.it	John.Doe@ubibancapi.it	58%
FLast@ubibancapi.it	JDoe@ubibancapi.it	26%
First.Middle.Last@ubibancapi.it	John.Michael.Doe@ubibancapi.it	11%
First.MiddleLast@ubibancapi.it	John.MichaelDoe@ubibancapi.it	5%

UBI Banca Private Investment Email Formats

Example

Percentage

First.Last@ubibancapi.it

John.Doe@ubibancapi.it

58%

FLast@ubibancapi.it

JDoe@ubibancapi.it

26%

First.Middle.Last@ubibancapi.it

John.Michael.Doe@ubibancapi.it

11%

First.MiddleLast@ubibancapi.it

John.MichaelDoe@ubibancapi.it

Frequently Asked Questions

What is UBI Banca Private Investment's official website and social media links?

UBI Banca Private Investment's official website is ubibancapi.it and has social profiles on LinkedIn.

What is UBI Banca Private Investment's SIC code NAICS code?

UBI Banca Private Investment's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified NAICS code is 52211 - Commercial Banking.

How many employees does UBI Banca Private Investment have currently?

As of December 2025, UBI Banca Private Investment has approximately 51 employees across 1 continents, including Europe. Key team members include Manager Senior: F. E. A.Branch Manager: A. A.Manager: L. P.. Explore UBI Banca Private Investment's employee directory with LeadIQ.

What industry does UBI Banca Private Investment belong to?

UBI Banca Private Investment operates in the Banking industry.

What is UBI Banca Private Investment's email format?

UBI Banca Private Investment's email format typically follows the pattern of First.Last@ubibancapi.it. Find more UBI Banca Private Investment email formats with LeadIQ.

UBI Banca Private Investment

Q: How many employees does UBI Banca Private Investment have currently?

UBI Banca Private Investment has approximately 51 employees.

BankingItaly51-200 Employees

Dal 1° gennaio 2008 la Banca ha cambiato denominazione in “UBI Banca Private Investment”. La nuova realtà è nata dalla fusione tra UBI SIM e Banca Lombarda Private Investment, rispettivamente società con consolidata e pluriennale esperienza nel settore della Pomozione Finanziaria e del Private Banking. La Banca, appartenente ad UBI Banca, Gruppo bancario di primaria importanza, che vanta una rete di quasi 1.700 filiali e oltre 4 milioni di Clienti, si occupa prevalentemente delle esigenze della Clientela privata. Attraverso una rete di professionisti qualificati offre una gamma completa di prodotti e servizi, dai più tradizionali per la gestione delle esigenze quotidiane fino alle soluzioni più innovative per gli investimenti, per la tutela del futuro o per il finanziamento dell’acquisto della casa. E' presente in tutta Italia con circa 25 Filiali e 50 punti operativi (Advice Center, Negozi Finanziari e Centri Private), dove operano circa 700 professionisti tra Promotori Finanziari e Private Banker.

Insights

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