Eurizon: Top player in the Asset Management business

The Intesa Sanpaolo Group’s Asset Management Division

Eurizon Capital SGR, leader in Italy in terms of assets under management in Italian funds*. The Intesa Sanpaolo Group’s Asset Management Division has built a widespread international presence, that enables it to innovate, grow and expand its activity. It adopts multiple management styles and can leverage many years of experience in bond, multi-asset, and quantitative management, offering diversified investment solutions to meet the needs of investors. In making its investment choices, Eurizon assigns a very important role to the methodologies used to select financial instruments, that also take into account ESG factors and SRI principles.

Fourth quarter 2023
results*:
381
bln. euros
assets under management
492
mln. euros
net earnings
816
mln. euros
management fees

International presence

The Division is active in 25 countries (Albania, Austria, Belgium, China, Chile, Croatia, Denmark, Finland, France, Germany, Hong Kong, Italy, Luxembourg, Norway, Netherlands, Portugal, United Kingdom, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, Taiwan, Hungary), with 9 management centres, including Eurizon Capital SGR, based in Milan, where the subsidiaries Epsilon SGR and Eurizon Capital Real Asset SGR also have their headquarters

Within the European borders, Eurizon operates through its Luxembourg subsidiary Eurizon Capital S.A. and its commercial facilities in France, Germany, Switzerland, and Spain. It is also present in Eastern Europe with a HUB led by Eurizon Asset Management Slovakia, and that includes Eurizon Asset Management Hungary and Eurizon Asset Management Croatia d.o.o. 

To invest in China and on the Asian emerging markets, Eurizon can count on the competence of the London-based firm Eurizon SLJ Capital LTD.
Furthermore, for local distribution activities, Eurizon can relay on the expertise of two Asia-based companies: the subsidiary Eurizon Capital Asia Limited, based in a Hong Kong, and Penghua Fund Management in which the company owns a shareholding (49%).


Distribution
The Asset Management Division places its products through the Intesa Sanpaolo Group’s distribution network, as well through third party distributors.  The Division, led by Eurizon Capital SGR, is one of the leading Italian players in the institutional asset management** business.

* Data as at 31 December 2023. Source: Assogestioni – Quarterly Asset Management Map

** Data as at 31 December 2023. Source: Eurizon Capital SGR – Internal elaborations

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