We have been private bankers since 1994. Our history of entrepreneurs now in the fifth generation is the best confirmation of the capabilities we can offer our clients.

We Offer

Banca Serena has always invested in listening to its clients and in selecting the most capable co-workers, building the skills that enable the Group to offer its clients the very best investment solutions. The Bank has an integrated vision of family and corporate assets, alongside in-depth knowledge of how to manage them in the handover to future generations.

How we work with clients

Our clients have a dedicated contact person who guides them through their relationship with Banca Serena to handle any requirements and provide access to all our services. Our asset management experts include specialists in funds and investments, as well as consultants specialising in asset planning and management, credit and corporate finance.