Private Markets Investments

To date, Mediobanca has raised five private markets funds, which provide access to the international private markets and enable investment in asset classes traditionally reserved for institutional clients. Developed and managed by Russell Investments, these funds are designed for medium- to long-term investment and offer an integrated, diversified solution across illiquid asset classes. It is also possible to capitalise on the illiquidity premium, achieving lower volatility compared to traditional markets. The Mediobanca Private Markets I-IV funds offer diversified exposure to multiple private markets asset classes, whilst the Mediobanca Venture Capital Fund focuses exclusively on venture capital strategies, with a primary focus on the North American market.

This is the first international co-investment initiative in Italy, developed in partnership con BlackRock and managed by Mediobanca SGR. The fund grants privileged access to international co-investment opportunities in partnership with a selection of the leading private equity fund managers at global level. The co-investments offer clients access to deals which would normally be inaccessible to investors, and provide potentially higher returns unrelated to those available on listed instruments.

This is our investment club, structured together with a group of investors, with the objective of taking stakes in selected Italian businesses which present material growth prospects.

Our strategic partnership with UBS Asset Management (“UBS”) is designed to offer Italian clients exclusive access to a select portfolio of co-investment opportunities in the global property market. The opportunities identified by UBS are value-add or opportunistic in nature and are developed in collaboration with some of the leading international property managers, typically reserved for the largest institutional investors.