Stefano Portolan
GIL Chief Risk Officer – Conducting Officer
About us
Generali Investments Luxembourg
Generali Investments Luxembourg* (“GIL”), part of the Generali group, is a Luxembourg based management company authorized under Chapter 15 of the Law of 17 December 2010 relating to Undertakings for Collective Investments in Transferable Securities (UCITS) as well as an Alternative investment fund manager authorized under the Law of 12 July 2013 on alternative investment fund managers. As such, it offers the overall mandatory management company services for both UCITS and AIF products.
As Management Company, GIL manages investments on an international scale leveraging on the experience and professionalism of a team of world-class investment firms, including Generali Group asset management companies and boutiques as well as other major players whose capabilities are available through its fund offerings. GIL’s activities focus on the set-up of investment funds, designing structures and strategies adapted to different situations and investors. GIL’s risk management services are adjusted to the changing market environment while financial professionals supervise the day-to-day activities of the investment vehicle. As a result the investment managers can focus on their priorities while generating growth.
Based in Luxembourg, the largest fund center in Europe and the largest international hub for fund distribution, GIL benefits from an efficient and reliable fund infrastructure. The Management Company offers a wide range of fund structures such as UCITS, real estate funds, SIFs, AIFs and non-UCITS vehicles. In addition, being based in Luxembourg, GIL is regulated by a sophisticated but pragmatic legal and regulatory framework.
*The company full legal name is Generali Investments Luxembourg S.A.
Top Management
Erionald Lico
GIL Chief Compliance Officer – Conducting Officer
Carlo Trabattoni
Chair of the Board of Directors
Priscilla Hardison
CEO & Conducting Officer
Ilaria Drescher
GIL Head of Funds Administration & Oversight- Conducting Officer
Stefano Portolan
GIL Chief Risk Officer – Conducting Officer
Erionald Lico
GIL Chief Compliance Officer – Conducting Officer
Governance and Legal Policies
Policies and Investors Rights
Arbitro per le controversie finanziarie (ACF)
Generali Group: Our parent company5)
€89.3bn
GROSS WRITTEN PREMIUMS
67
MILLION CUSTOMERS WORLDWIDE
TOP 125
AMONG THE TOP 100 LARGEST COMPANIES IN THE WORLD 6)
9th
LARGEST INSURANCE COMPANY IN THE WORLD 7)
1) Source: Generali Investments Holding S.p.A., data as at end of Q4 2024, net of double counting. 2) Generali Investments is part of the Generali Group, which was established in 1831 in Trieste as Assicurazioni Austro-Italiche. Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity SAS, Sosteneo S.p.A. Società di gestione del risparmio, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Lumyna Investments Limited, Plenisfer Investments S.p.A. Società di gestione del risparmio, Conning* and among its subsidiaries (Global Evolution Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC). are part of Generali Investments, as well as Generali Investments CEE. Kindly note Generali Investments Luxembourg S.A. is the Management Company of the majority of the funds whose AUM is represented on the page.
* Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, ‘Conning’).
With about €645.2 billion in assets under management (as at December 31, 2024, net of double countings) and over 2.200 investment professionals, Generali Investments is the holding company that gathers the main asset management firms, delivering a portfolio of specialist capabilities across various countries. Affiliates include: Generali Investments Holding S.p.A. is the holding company that gathers the following specialist affiliates: Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity SAS, Sosteneo S.p.A. Società di gestione del risparmio, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Lumyna Investments Limited, Plenisfer Investments S.p.A. Società di gestione del risparmio, Conning and its subsidiaries (Global Evolution Asset Management A/S, Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC and PREP Investment Advisers LLC), as well as Generali Investments CEE. Generali Investments Luxembourg S.A. is the Management Company of the majority of the funds whose AUM is represented on the page.
3) The company full legal name is Generali Asset Management S.p.A. Società di gestione del risparmio.
4) The company full legal name is Generali Investments Holding S.p.A.
5) Source: Generali Group, data as at end of Q4 2024 (link to source).
6) Source: insurance business, based on the 2022 Forbes Global 2000 rankings (link to source).
7) Source: own internal calculation based on the IPE ranking published on June 2023.
8) Please note that the countries refer to the countries where the different funds of the asset management companies part of Generali Investments are registered for distribution. Please note that not all funds are registered in all the countries and not all the asset management companies are licensed to operate in such countries.
