Siref Fiduciaria surpasses 100,000 mandates, confirming leadership in Italy

With approximately €13 billion in assets under administration and more than fifty years of experience, Siref Fiduciaria supports clients in the protection, enhancement and transfer of personal and corporate wealth.

The services offered by Siref Fiduciaria are fully integrated into the Fideuram Intesa Sanpaolo Private Banking ecosystem and include:

• Fiduciary mandates (arrangements through which a fiduciary company administers assets or shareholdings on behalf of a client, who remains the beneficial owner)
• Trust services (structures designed to protect and allocate assets by entrusting their management to a designated trustee for the benefit of identified beneficiaries)
• Fiscal agent services (tax assistance and representation services covering tax obligations, filings and interactions with tax authorities on behalf of clients)
• Escrow agreements (arrangements whereby an independent third party temporarily holds assets, securities or funds until the completion of a transaction)
• Employee share ownership and incentive plan administration (management and administration of employee stock ownership plans, stock option programs and other incentive schemes for employees, managers and collaborators)

Siref Fiduciaria's service model combines confidentiality, simplified administration and a high degree of customization.

A significant portion of the company's growth has been driven by its services for the corporate sector. Siref Fiduciaria supports Italian companies and multinational groups in the design and administration of incentive plans for employees and executives.

Its solutions include management incentive programs and broad-based employee share ownership plans, increasingly adopted by companies to align business objectives with employee engagement. These tools help attract and retain talent while strengthening commitment to corporate goals.

In particular, Siref Fiduciaria's digital platform enables plan participants to view their positions, monitor the performance of allocated instruments and manage key operational activities directly through a simple, transparent and user-friendly interface.