Then our investment advisory mandates are the right solution for you. We will offer you our support developing your own investment strategy, taking into account your return objectives and your risk tolerance; as well as your personal circumstances, your investment preferences, your liquidity needs and the time horizon. We will provide you with regular information about financial markets as well as about the political and economic scenario. We will deliver to you proposals suitable to your strategy and tailored to your preferences.
We offer our investment advisory at following levels:
traditional asset classes
alternative asset classes
currencies and precious metals
We will monitor:
the liquidity on your accounts
the maturity of your securities
the performance of your investments.
providing you with investment proposals and informing you in case of “corporate actions“.
We will receive a copy of your bank transactions and account statements and we will check them accurately. We will contact you proactively in accordance with your wishes and your needs, as well as in case of extraordinary events. Upon request, we can prepare a consolidated report comprising several banking positions, which will allow you to get a clear overview of your total assets and liablities.
Our investment advisory services include: