BANCA ALETTI S.P.A.

Banca Aletti S.p.A. is an Italian bank focused on private banking and investment services and forms part of the Banco BPM Group. It serves high-net-worth and institutional clients with discretionary portfolio management, investment advisory under MiFID II, order execution and dealing on own account, custody and reporting, and the placement and issuance of structured products such as certificates listed on Italian markets. The bank operates under the supervision of the Bank of Italy for banking activity and CONSOB for investment services, applies suitability and appropriateness checks, and provides product documentation (including KIDs for PRIIPs) and periodic statements as required by regulation. Access is typically via dedicated private banking centers and relationship managers within the group, with digital channels available for portfolio viewing and instructions; pricing generally consists of management or advisory fees, trading commissions, and custody charges disclosed in pre-contractual documents. Deposits are covered by the Italian Interbank Deposit Protection Fund up to the statutory limit per depositor, while financial instruments held in custody are subject to market and issuer risk and are not protected by deposit insurance; listed certificates and other structured products carry the issuer risk of Banca Aletti in addition to market risks. The bank can provide open-architecture fund and ETF access alongside group offerings, securities lending or margin where applicable, foreign exchange execution for portfolios, and wealth planning solutions in coordination with group entities, with ESG and sustainability preferences integrated into client profiling per current rules. Prospective clients should review the bank’s current terms, fee schedules, conflicts-of-interest policy, best execution policy, and product prospectuses, and assess concentration, liquidity, and counterparty risks, especially when using structured products or leverage.