Unione Fiduciaria

Financial ServicesLombardy, Italy51-200 Employees

Unione Fiduciaria is Italy's leading fiduciary company by assets under administration. 

Founded in 1958, the Company provides organizational, administrative, and tax services in support of corporations, intermediaries, and private wealth. 

With over 68 years of experience in fiduciary administration of assets and a comprehensive range of fiduciary and wealth support services, Unione Fiduciaria has long been a trusted partner for wealth optimization and sophisticated estate planning. 

Key figures:
- Assets under administration exceeding €17 billion, of which unit-linked life insurance policies account for over €7 billion 
- Over 5,000 fiduciary mandates 
- Trustee or protector roles in over 40 trusts 
- Over 300 banking, financial, and insurance counterparties in Italy and abroad - Extensive involvement in escrow arrangements and guarantee mechanisms in connection with mergers and acquisitions (M&A), corporate restructurings, real estate transfers and other complex transactions. 

Fiduciary Mandates with and without registration | Fiduciary Administration of Financial Instruments Held with Italian and Foreign Banks | Fiduciary Administration of Life Insurance Policies | Fiduciary Guarantee Mandates and Escrow Agreements | Fiduciary Administration of Italian and Foreign Corporate Holdings | Fiduciary Administration of Foreign Real Estate | Substitute Tax Withholding | Trust Services | Wealth Planning | Account Aggregation and Investment Oversight | Recovery of Withholding Tax on Foreign Dividends | Taxation of Non-Euro Currencies. 

Unione Fiduciaria is a supervised intermediary regulated by the Bank of Italy and entered in the Register of Financial Intermediaries in the separate section for fiduciary companies, pursuant to Article 106 of the Consolidated Banking Act.

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