Investment consulting
Do you have your opinion on the financial markets and do you intend to follow your intuitions by comparing yourself with a professional?
Do you want to make your investment decisions, using professional support?
Do you want to be contacted pro-actively in urgent cases or just for an update?
Then our investment advisory mandates are the right solution for you.
We will offer you our support to determine your investment strategy, in compliance with your performance objectives and your risk tolerance. Your personal circumstances, your personal investment preferences, your liquidity needs and the time horizon will be taken into consideration. We will keep you regularly informed about the situation on the financial markets and the evolution of the political and economic scenario. We will regularly submit investment proposals suitable for your strategy and specifically suited to your preferences.
We offer our investment advice on the level of
traditional asset classes
alternative asset classes
currencies and precious metals
As part of an “advisory” mandate, we also monitor your portfolio, with particular regard to
the liquidity available on the accounts
the maturity of the securities on deposit
investment performance
providing reinvestment proposals and informing you in the case of corporate actions
We will receive a copy of the bank correspondence and we will check the execution of the operations carried out. We will proactively contact you based on your wishes and needs, as well as in the event of exceptional events.
