Expertise

Private Assets

A proud heritage in private assets

With sound expertise developed managing private asset portfolios for Generali Group, we aim to help investors achieve their investment goals while contributing to the real economy.

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““We aim to provide investors, business owners, sponsors and management teams with a partner that understands the challenges and opportunities in European private markets. We aim to patiently and consistently help businesses build value over the long-term throughout the economic cycle, growing the real economy while achieving stable returns for our investors.”

Roberto Marsella,

Head of Private Assets

Industry experience: 30 years

A proud heritage in private assets

Generali Group has long invested into private assets for its own insurance portfolios to enhance diversification, pursue attractive risk-adjusted returns and to contribute to the real economy. Today, our private assets funds offer all clients the opportunity to invest alongside Generali Group, a cornerstone investor for many of these strategies.

Our private debt and private equity teams benefit from strong sourcing and due diligence capabilities, aided by Generali Group’s long-term relationships with external firms.

Unlocking direct and indirect opportunities

We offer direct and indirect private debt and private equity strategies.

For example, our direct corporate lending strategy takes a buy and hold approach to support the expansion of European SMEs, with financing across senior debt, unitranche and mezzanine debt.

Meanwhile, our fund-of-funds target best-in class private debt and private equity global asset managers, offering immediate, “one-stop” diversification in a single fund. With an established track record of delivering consistent total returns across the cycle with limited volatility, our fund-of-funds strategies allow clients access to oversubscribed funds thanks to Generali Group’s extensive, long-standing relationships with global, diversified, high quality asset managers.

Our private asset capabilities

Direct corporate lending to support the expansion of European SMEs committed to ESG objectives.

FoF targeting best-in class AMs and diversified strategies with unique alignment with Generali Group Portfolio.

Globally diversified private equity funds (primary, co-investments & secondary, fund-of-funds). Access to top performing oversubscribed funds.

An experienced, long-term partner

The fast-growing investment team includes experienced corporate finance professionals supported by talented young resources, and benefits from strong sourcing and due diligence capabilities, and Generali Group’s long-term relationships with external firms. The team are defined by our solutions-driven culture within a robust and established global firm that has a strong reputation as a long-term financing partner.

Investing in sustainability and the real economy in Europe

Sustainability is integral to our private assets strategies, and ESG is embedded throughout the investment lifecycle.

In particular, we are committed to supporting the real economy and private SMEs in Europe. SMEs are the backbone of the European economy, representing 99% of all businesses and accounting for more than half of Europe’s GDP. We offer a direct lending strategy that targets European SMEs willing to improve their ESG profiles.

In addition, our private equity fund-of-funds offering includes a €2.5 billion program to support the sustainable recovery in Europe.

*Source: Generali Investments Holding S.p.A., data as of 30 June 2023 referring to both capital invested and committed, unless otherwise specified. Please note the data include Generali Asset Managements S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity and Sosteneo which are part of Generali Investments Platform.

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© Generali Investments, all rights reserved. This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments). Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Asset Management S.p.A. Società di gestione del risparmio, and in particular of Infranity, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR and Generali Real Estate S.p.A. Società di Gestione del Risparmio