Large assets, steady upside Unione Fiduciaria is the leading Italian fiduciary by assets under administration, with over 17 billion euros under administration and more than 7 billion in unit-linked life policies, indicating a strong base for cross-sell of wealth and estate planning services to current clients.

M&A and escrow depth The company has extensive experience in escrow arrangements, guarantee mechanisms, and fiduciary administration for complex transactions such as mergers, acquisitions, and restructurings, offering weighted opportunities to provide specialized fiduciary, tax, and trust services to deal teams and corporate clients.

Broad counterparty network With relationships across over 300 banking, financial, and insurance counterparties in Italy and abroad, there is a clear channel for partnerships, referral agreements, and bundled services to expand product reach and co-selling opportunities.

Regulatory credibility As a supervised intermediary regulated by the Bank of Italy and listed in the fiduciary section of the Register of Financial Intermediaries, the firm presents a trusted profile for financial institutions seeking compliant fiduciary and wealth-planning solutions for high-net-worth clients and corporate customers.

Technology-enabled services Current tech stack including Salesforce, analytics tools, and web technologies positions Unione Fiduciaria for scalable client management, data-driven wealth planning, and potential upsell of digital onboarding, reporting, and consolidated investment oversight to institutional clients.