Private

 

The investment advisory service allows managing and controlling with success the own financial portfolio. The Advisory Team acts together with the client during the entire investment process with the aim to guarantee a service full customize and characterize by excellence.

  • Aggregation the financial positions and detailed analysis of the whole stock portfolio
  • Determination the investment strategy and of the optimal asset allocation
  • Optimization the risk/return profile and considerable cost reductions
  • Increase the overall performance through a dynamic stock and bond picking
  • Continuous monitoring of the portfolio risks via dedicated technical software