Insights

Strong Client Base With a dedicated team of approximately 700 professionals serving a client base of over 4 million through a network of 25 branches and 50 operational points, there is significant potential to expand high-net-worth individual engagement and cross-sell personalized financial products.

Comprehensive Service Portfolio UBI Banca Private Investment offers both traditional and innovative investment solutions, indicating opportunities to introduce new wealth management and estate planning services tailored to private clients seeking advanced financial strategies.

Market Expansion Opportunity Presence across Italy with diverse service outlets provides a platform for targeted marketing campaigns and new branch openings, enabling growth into underserved regions or demographic segments.

Digital and Personal Banking Utilizing a mix of physical branches and advice centers, there is an opportunity to integrate digital banking tools and online advisory services, appealing to tech-savvy clients and increasing engagement through remote financial management.

Growth Potential While current revenue is modest, the backing of UBI Banca Group and its extensive infrastructure presents significant potential for increasing revenue through enhanced cross-selling, up-selling, and customized financial solutions for private clients.

Similar companies to UBI Banca Private Investment

UBI Banca Private Investment Tech Stack

Media & News

UBI Banca Private Investment's Email Address Formats

UBI Banca Private Investment uses at least 1 format(s):
UBI Banca Private Investment Email FormatsExamplePercentage
First.Last@ubibancapi.itJohn.Doe@ubibancapi.it
58%
FLast@ubibancapi.itJDoe@ubibancapi.it
26%
First.Middle.Last@ubibancapi.itJohn.Michael.Doe@ubibancapi.it
11%
First.MiddleLast@ubibancapi.itJohn.MichaelDoe@ubibancapi.it
5%

Frequently Asked Questions

Where is UBI Banca Private Investment's headquarters located?

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UBI Banca Private Investment's main headquarters is located at Italy. The company has employees across 1 continents, including Europe.

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

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

What is UBI Banca Private Investment's NAICS code?

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UBI Banca Private Investment's NAICS code is 52211 - Commercial Banking.

How many employees does UBI Banca Private Investment have currently?

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As of October 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?

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UBI Banca Private Investment operates in the Banking industry.

What is UBI Banca Private Investment's email format?

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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

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.

Section iconCompany Overview

Headquarters
Italy
NAICS Code
52211 - Commercial Banking
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    UBI Banca Private Investment's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    UBI Banca Private Investment's revenue is estimated to be in the range of $1M

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