Banca Investis

Banca Investis is an Italian bank headquartered in Turin and focused on wealth management and related investment services. The institution was historically known as Banca Intermobiliare, or BIM, and operated under the corporate name Banca Intermobiliare di Investimenti e Gestioni S.p.A. Its identity has therefore been shaped by two connected phases: an earlier period as a listed or publicly visible investment and wealth-management bank associated with the Veneto Banca banking group, followed by a restructuring and rebranding after the collapse of that group. The bank's business belongs to the financial-services sector rather than to conventional mass-market retail banking. Its historical positioning was centered on managing and advising on private and institutional wealth, investment portfolios, and related financial assets. Publicly available reference material identifies it as a wealth-management bank, but does not provide a sufficiently detailed current breakdown of its product architecture, client segmentation, assets under management, branch network, or geographic expansion. Accordingly, the institution is best described broadly as an Italy-focused wealth-management and investment bank rather than assigned more specific operating claims. Banca Intermobiliare became majority-owned by Veneto Banca, an unlisted Italian cooperative bank. Veneto Banca encountered severe financial distress and was supported by the private-equity-backed Atlante fund in 2016. In 2017, Veneto Banca was declared insolvent and placed into administrative liquidation. On 26 June 2017, Intesa Sanpaolo acquired most of the viable assets of Veneto Banca and its sister institution, Banca Popolare di Vicenza. Banca Intermobiliare was excluded from that transaction, as was FarBanca, the corresponding sister bank from the Banca Popolare di Vicenza group. Following the exclusion from the Intesa Sanpaolo transaction, Veneto Banca issued an open invitation to sell Banca Intermobiliare on 6 July 2017. The bank subsequently moved through a period of ownership change, restructuring, and strategic repositioning. In September 2018, it approved a three-year strategic plan covering 2019 to 2021. The plan marked an attempt to establish a more sustainable direction after the disruption affecting its former banking group, although the available reference material does not specify all of the plan's operating targets or financial outcomes. After being taken private, the institution was restructured and renamed Banca Investis in 2022. The new name distinguishes the bank's current identity from its former BIM brand while retaining its connection with investment and wealth-management activities. The rebranding also represents the end of the period in which the bank was primarily discussed in relation to Veneto Banca's insolvency and the resolution of Italy's troubled cooperative-bank sector. Banca Investis should consequently be understood as the successor brand of Banca Intermobiliare rather than as a newly created, unrelated bank. Its publicly documented history is closely tied to the Veneto Banca group, the 2016 Atlante intervention, the 2017 liquidation and asset-sale process, the bank's subsequent privatization and restructuring, and the 2022 change of name. Detailed information about its current ownership, leadership, financial scale, website, and individual branded offerings is not established by the supplied reference material.

Banca Investis is the restructured and renamed successor of Banca Intermobiliare di Investimenti e Gestioni S.p.A., historically known as Banca Intermobiliare or BIM. Based in Turin, the bank developed as a wealth-management and investment-services institution rather than as a conventional nationwide retail bank. Its documented business identity is associated with the management and advisory needs of investors and wealth-holding clients, although the supplied reference material does not provide a detailed list of current products, offices, client numbers, or assets under management. A major phase in the bank's history began when Banca Intermobiliare became majority-owned by Veneto Banca. Veneto Banca was an unlisted Italian cooperative bank that later experienced serious financial problems. In 2016, the bank was supported by Atlante, a private-equity-backed fund established in the context of efforts to stabilize distressed Italian banks. The intervention did not ultimately resolve Veneto Banca's difficulties. In 2017, Veneto Banca was declared insolvent and placed into administrative liquidation. On 26 June of that year, Intesa Sanpaolo acquired most of the viable assets of Veneto Banca and Banca Popolare di Vicenza, a related troubled bank. Banca Intermobiliare was not included in the transaction. FarBanca, the corresponding sister institution from the Banca Popolare di Vicenza group, was also excluded. This left Banca Intermobiliare to be handled separately from the principal resolution transaction. On 6 July 2017, Veneto Banca opened a process to sell Banca Intermobiliare. The sale process and subsequent ownership changes placed the institution on a separate restructuring path. The bank was later taken private, and its strategic direction was reconsidered outside the former listed-group context. In September 2018, Banca Intermobiliare approved a three-year strategic plan covering 2019 through 2021. This plan represented an effort to establish a new basis for the bank after the collapse of its former parent group, though detailed targets and outcomes are not specified in the available source. Following privatization and restructuring, the bank changed its name to Banca Investis in 2022. The rebrand signaled a new corporate phase while preserving the institution's investment-oriented heritage. The name Banca Investis places greater emphasis on investment activity and provides a distinct identity from the former BIM brand, which had become closely associated with the Veneto Banca crisis and the disposal of the bank. The institution's documented history is therefore best understood as a sequence of continuity and separation. Operationally, Banca Investis continues the lineage of the Turin wealth-management bank founded under the Banca Intermobiliare name. Structurally, however, it separated from the failed Veneto Banca group, avoided inclusion in Intesa Sanpaolo's 2017 acquisition of viable group assets, underwent a sale and privatization process, adopted a medium-term strategic plan, and ultimately emerged under its current name. Beyond these events, public information in the supplied reference material is limited, so current ownership, executive leadership, financial scale, and detailed service lines remain unconfirmed.

1. 2022Rebranding as Banca Investis

   After being taken private and restructured, Banca Intermobiliare adopted the Banca Investis name.

   Source
2. 2018Three-year strategic plan approved

   Banca Intermobiliare approved a strategic plan covering 2019–2021 as part of its post-crisis repositioning.

   Source
3. 2017Veneto Banca enters administrative liquidation

   Veneto Banca was declared insolvent and placed into administrative liquidation. Banca Intermobiliare was excluded from the subsequent transfer of most viable Veneto Banca assets to Intesa Sanpaolo.

   Source
4. 2017Sale process for Banca Intermobiliare begins

   Veneto Banca issued an open invitation to sell Banca Intermobiliare on 6 July 2017.

   Source
5. 2016Atlante supports Veneto Banca

   The private-equity-backed Atlante fund supported Veneto Banca, which held a majority stake in Banca Intermobiliare, during the parent bank's financial distress.

   Source

An Italy-focused wealth-management and investment bank serving clients through portfolio, investment, and related financial services.

• Wealth managementWealth management

  Wealth management is the bank's principal documented business area. Banca Investis is described as a wealth-management bank, indicating a focus on organizing, managing, and advising on client investment assets. The available reference does not identify specific account structures, investment mandates, minimums, or current delivery channels.

• Investment advisory and portfolio servicesInvestment services

  The bank's historical identity and corporate name connect it with investment management, investment advice, and portfolio-related services. These activities are included as a broad service category rather than as a named current product, because detailed product documentation is not available in the supplied material.

• 2022Adoption of the Banca Investis nameOther

  The institution had been taken private and restructured after its separation from the failed Veneto Banca group.

  What changed. Banca Intermobiliare was renamed Banca Investis.

  Aftermath. The rebrand established the bank's current identity and marked a new phase after the restructuring of the former BIM institution.

  Source
• 2018Approval of the 2019–2021 strategic planStrategy

  Banca Intermobiliare was being repositioned after the insolvency and liquidation of its majority owner, Veneto Banca, and after its exclusion from the Intesa Sanpaolo acquisition of most viable assets of the former Veneto Banca and Banca Popolare di Vicenza groups.

  What changed. The bank approved a three-year strategic plan covering 2019 through 2021.

  Aftermath. The plan formed part of the institution's post-crisis restructuring and strategic repositioning. Specific financial targets and results are not established by the supplied reference.

  Source

• 2022Banca Intermobiliare is renamed Banca Investis

  After being taken private and restructured, the bank adopted the Banca Investis name, replacing its former Banca Intermobiliare identity.

  Leadership changeOther
  Source
• 2018Banca Intermobiliare approves a new strategic plan

  The bank approved a three-year strategic plan for the 2019–2021 period as part of its post-crisis restructuring and strategic repositioning.

  Other
  Source
• 2017Veneto Banca enters administrative liquidation

  Veneto Banca was declared insolvent and placed into administrative liquidation. Banca Intermobiliare was not included in Intesa Sanpaolo's subsequent acquisition of most viable assets from Veneto Banca and Banca Popolare di Vicenza.

  BankruptcyM&A
  Source
• 2017Invitation to sell Banca Intermobiliare

  Veneto Banca issued an open invitation seeking a buyer for Banca Intermobiliare after the bank was excluded from the asset transfer to Intesa Sanpaolo.

  M&A
  Source
• 2016Veneto Banca receives support from the Atlante fund

  Veneto Banca, the former majority owner of Banca Intermobiliare, was supported by the private-equity-backed Atlante fund during a period of severe financial distress.

  Other
  Source

1. Banca Investis