First Advisory

Who we are

Who we are

First Advisory is the leading technology platform for wealth management in Europe delivering the best private insurance solutions.

With an asset management of more than 27 billion euros, it operates as an independent insurance broker for major European insurance companies. We work with the main divisions of private banking and wealth management in Italy.

Founded in 2010, First Advisory has experienced constant growth thanks to the exceptional value of its solutions and the recognized experience of partners and contributors, becoming a true benchmark for related market. First Advisory created a wide network between its partners and the main European insurance companies, providing technical and specialised expertise, essential to ensure a wide range of customized solutions.

Countries where First Advisory operates following the Free Provision of Service regime

  • Germany
  • Belgium
  • Luxembourg
  • France
  • Ireland
  • Sweden
  • Malta
  • Spain
  • Portugal
  • Slovenia
  • Liechtenstein
  • Greece

Our history

  • 2010

    FOUNDATION

    Constitution of the company in Milan.

  • 2012

    INTRODUCTION OF THE DIGITAL DISTRIBUTION MODEL

    Introduction of the high-tech co-distribution model.

  • 2015

    SUBSCRIPTION TO AIPB

    Entry into AIPB, the Italian Private Banking Association.

  • 2016

    NEW AUTHORIZATIONS and INVESTORS

    Obtaining new authorizations to operate in other countries.

    Entry of qualified investors as shareholders.

  • 2019

    COMMERCIAL PARTNERSHIPS

    Partnerships with more than 25 insurance companies with offices in Italy, Luxembourg, Ireland and Liechtenstein; collaborations with the main Italian and foreign banks.

  • 2020

    INSTITUTIONAL INVESTORS AND ACQUISITIONS

    Acquiring of shares by Riello Investimenti Partners Sgr to strengthen the growth and consolidate the company.

    Acquisition of Life & Wealth.

  • 2022

    FA SUITE

    Release of FA Suite, First Advisory's proprietary platform, aimed to simplifying the policy underwriting process and the use of an advanced commercial dashboard.

0 BN €

Intermediate masses

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Insurance companies

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Distribution Partners

Our Team