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INVESTMENT ADVISORY
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Do you have your opinion about financial markets?
Do you want to take your own investment decisions, but before deciding you wish to seek professional advice?
Do you want to be proactively contacted in case action is needed or just for an update?

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: 

Client profile analysis and investment strategy definition

Preparation of investment proposals

Execution of investment transactions

Portfolio monitoring (liquidity, maturities, performance)

Consolidation of bank deposits

Ad hoc investment advisory services based on your specific needs