Investors also confirmed EQUITA among the top brokers for Sales, Trading & Execution and Corporate Access activities

Milan, September 4th, 2024 -  EQUITA, the leading independent Italian investment bank, announces its research on small and mid-caps was ranked #1 in the Institutional Investor – Extel’s 2024 survey. The survey also confirmed the bank’s top positioning among best brokers in Sales, Trading & Execution, and Corporate Access activities, with an overall #2 ranking in the "Overall Broker - Italy" category.

Data provided by Institutional Investor - Extel, a leading international business to business publisher, made EQUITA to stand out and positioning at the top of investors’ preferences as #1 team in “Italy Research Small & Midcap Stocks”. International and domestic investors casted more than 79 ballots for EQUITA, where 75% of votes were excellent (score of 5 out of 5) and 92% were in the higher part of the valuation range (score of 5 or 4 out of 5), confirming the top quality of our fundamental reports and ESG analyses.

In addition to the award for the best research on small and mid-caps, survey results also confirmed EQUITA as #1 in trading (“Italy Trading & Execution” category) and among top brokers for sales and corporate access activities.

Luigi de Bellis and Domenico Ghilotti, co-heads of Research Team, commented: “We are extremely proud with this year’s results as Institutional Investor – Extel’s survey confirmed our research on small and mid-caps as the best in Italy. We thank all institutional investors who recognised our constant commitment to excellence and the quality of our research. In such a challenging time for financial markets, where valuations of small and mid-caps have been heavily penalised, we want to partner with institutional investors to identify the best investment opportunities. For the coming months, our view is constructive toward small-mid caps, especially for those companies we call EQUITA Italian Champions – the issuers that bring the Italian excellence around the world with their successful investment cases”.

Vincenzo Abbagnano and Cristiano Rho, co-heads of Global Markets, commented: “For the third year in a row, EQUITA reaffirmed its leadership in trading and ranked among the top brokers in Italy in all the survey’s categories. Investors' preference is the result of the continuous and significant investments made by the Group to diversify and improve the offering dedicated to clients, which led us to further increase in the first half of 2024 our market share in third-party brokerage, in all relevant market segments. The daily collaboration between the trading floor and research team, with both areas employing more than 55 professionals as of today, has allowed EQUITA to significantly increase the number of meetings, roadshows and conferences organised in the last two years with a renewed focus on UK, Europe and USA, thus reinforcing our role as leading independent broker in Italy on Italian equities, capable of fostering the dialogue between global institutional investors and listed companies“.