WE ADD

Introducing WE ADD: a new advanced advisory service.

Our idea of advisory services is ongoing, comprehensive and professional.  

WE ADD adds Method, Expertise and Vision to our clients' investments.

A unique method to build professional investment strategies starting from the analysis of the current portfolio and our clients' needs, through a process of monitoring and rebalancing over time.

Analysis and Insight     Understanding of needs ​ Current wealth analysis

Proposal     Definition of the portfolio strategy ​ Proposal of the investment solutions to be adopted

Monitoring and Rebalancing   Periodic investment monitoring ​ Rebalancing proposal to ensure consistency with the strategy

In one service, our experts' knowledge, an innovative platform capable of supporting investment choices and our Personal Financial Advisers' professionalism.

In-depth know-how   Knowledge of the markets and of the most advanced financial strategies of our Investment Committee

Innovative platform   A new solution that allows to maximise the information ecosystem and support each and every investment choice

Qualified Personal Financial Advisers Professionals who enable investment strategies to be translated into tangible and tailored solutions capable of meeting each client's needs and objectives

A global view of the entire assets, analysed in their complexity, thanks to multiple and professional detailed views, from the portfolio as a whole down to the individual product:

• assets under management
• funds and SICAVs
• insurance policies
• ETFs

A multidimensional analysis that combines the risk/return combination with the assessment of the environmental and social impacts generated by the investment solutions proposed and adopted.

The highest level of transparency to constantly monitor the status of investments and any deviation from the initial strategy shared with the Personal Financial Adviser:

• detailed views on currency exposure, risk diversification and asset allocation
• consistency indicators between the portfolio and the identified strategy
• periodic reports to constantly monitor investment performance