BPS English Presentation - Update Financial Report

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Banca Patrimoni Sella & C. Culture of Asset Value

Sella DNA

Our roots

Our principles

Our mission

How we work

The Sella group

Sella & C.

Our structure

Net worth and capital

Managed assets

Product range

Banca Patrimoni Sella & C.

450 years of Asset Value Bank since 1886

The first traces of the Sella family's businesses date back to 1570. Since then, there have been 450 years of history starting from textiles and leading up to Fintech.

In the family tree, there is a finance minister (Quintino) and a series of generations of entrepreneurs and bankers. It starts with wool, then comes the farm and winery estate, and then the bank arrives in the mid-1800s. Innovation, new challenges. But also continuity, because all three businesses are still managed by the family.

Banca Patrimoni Sella & C.
Banca Patrimoni

Culture of Asset Value

The right vision of wealth is based on the culture of asset value, which is essential for understanding, conceiving and imagining net worth over time, in an ideal, continuous and generative path between past and future.

Sustainability

Sustainability is a principle that has been in the DNA of the Sella family since the beginning of its entrepreneurial journey.

Sustainability is the all-encompassing principle that allows us to imagine, identify and manage value so that it can produce more and perpetuate itself from one generation to the next.

Sella | Our mission

Caring about people and their assets, about what they have been able to build, so that they can pass it on over time, and the value is preserved, and more can be created.

Our duty is to observe, study, and work to be able to face constantly evolving scenarios, to adapt to the changing context, bringing new challenges but also new opportunities.

Banca Patrimoni Sella & C.

Take care,

Protect, Enhance value

We take care of our Customers’ assets through transparent and structured investment processes, able to adapt to specific personal needs. To ensure continuity and evolution, we plan and implement strategies of portfolio protection and enhancement of net worth for Customers and their families.

Traditional and online commercial banking, consumer credit, insurance brokerage, non-life, P2P lending, leasing.

Wealth & Asset

Management

Private banking and investment services, fiduciary services, family office, venture capital.

Platforms, digital solutions, electronic payments, credit and debit cards, e-commerce

Banca Patrimoni Sella & C.
Banca Patrimoni Sella & C.

Banca Patrimoni Sella & C. | Our structure

Board of Directors Board of Statutory Auditors

Chairman of the Board Maurizio Sella

Deputy Chairmen Massimo Coppa

Mario Renzo Deaglio

Maurizio Zancanaro

CEO and General Manager Federico Sella

Board Members Viviana Barbera

Eugenio Brianti

Veronica Buzzi

Alessandro Marchesin

Priscilla Pettiti

Alessandro Maria Rinaldi

Sebastiano Sella

Francesca Zangara

President Emanuele Menotti Chieli

Statutory Auditors Maria Caputo Paolo Vernero

Deputy Auditors Marina Mottura Luca Vatteone

President Emeritus Giovanni Coppa

Enduring financial solidity

Assets Under Management

COMPOSITION GROWTH

THIRD PARTY FUNDS 20%

OTHER CUSTOMERS’ SECURITIES 27%

MANAGED ACCOUNTS 30%

INSURANCE PRODUCTS 11%

DIRECT DEPOSITS 12%

Managed Accounts Mandates

Human factor

A team of over 30 Portfolio Managers, complementary in terms of know-how and management style, who monitor financial markets in order to discover new trends and develop the most suitable investment solutions.

Tailor-made proposition

The level of customization grows according to the peculiar and specific needs of each Customer, with attention to their risk profile and their entire portfolio and net worth.

A Mosaic of solutions

A well-structured range of products and building blocks, which, thanks to the Mosaicoservice, can be grouped under a single mandate.

Advisory Service

Advanced Advisory

Consulting for conscious, accurate and completely personalized wealth planning.

Multi-objectiveapproach

Approach built to plan modular and flexible strategies, which respond to our Customers’ diverse investment objectives.

Wealth management

Thanks to an advanced digital platform for portfolios’ analysis and comprehensive net worth monitoring, we provide detailed reporting for individuals, families and corporate areas.

Insurance Products

Long-term vision

Investing in an insurance product represents a solution to combine a longterm investment horizon with the benefits of an insurance wrap.

Flexibility of instruments

A well-diversified range of solutions to meet the needs and characteristics of each Customer.

Reliability of Partners

We rely on primary standing insurance companies, selected for their degree of solidity and solvency.

Wealth Management

Individuals, families, corporates

The real wealth lies in each Customer's unique story. Enhancing it is our task.

Listening is the basis of the relationship

The most ambitious goals are achieved together. This is why we put our skills at the service of those who rely on us, establishing relationships based on listening and the sharing of perspectives.

The architecture of value

Innovative instruments to build wealth. Complementary solutions to enhance every single aspect of it. Modular solutions designed to meet the most complex requirements.

Trading

State-of-the-art digital

Sophisticated and reliable platforms, optimized to offer autonomous, advanced and efficient trading.

Differentiated support levels

The opportunity of complete customization of the Trading experience, from autonomous online operations to the support of a Team of Specialists or your own Private Banker.

A wide investable universe

A global range of financial instruments for retail and professional Clinets and for financial intermediaries.

Banca Patrimoni Sella & C. | Contacts

Banca Patrimoni Sella branches

Financial Advisors Offices authorized for off-premises offering

Last updated 31 December 2023

Sella

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