Financial advisory

Financial advice

Professionalism at the service of clients

Our service model is based on the protection and enhancement of client wealth, with an advisory service based on dialogue and an on-going exchange of ideas.

Our idea of advisory services is ongoing, comprehensive and professional with tailored services capable of meeting the most complex needs.

We know that our clients' wealth deserves unique services, and to this end, in addition to basic advisory services, we offer solutions dedicated to clients with the most sophisticated needs:

WE ADD: advanced advisory services for clients interested in an innovative and professional service
PRIVATE ADVISORY: the highly personalised service, conceived for the most complex financial needs and high net worth

Our advisory services are based on the expertise and knowledge gained over the years by Intesa Sanpaolo Private Banking.

WE ADD

The strength of the method

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

Characteristics

Comprehensive analysis of customers' real needs
Integrated portfolio view (Funds and SICAVs, Policies, Assets under Management and ETFs)
Monitoraggio costante nel tempo e controllo del rischio
Ribilanciamenti periodici di portafoglio
Reportistica dedicata

Process designed to provide ongoing support to our clients

A model to build professional investment strategies

Analysis and Insight
Comprehensive analysis of customers’ needs and of their current wealth
Proposal
Sharing of the investment strategies and definition of the best product mix to achieve the strategies identified
Monitoring and Rebalancing
Periodic monitoring over all portfolio dimensions and rebalancing proposals in the event of deviation from the strategic asset allocation

Private Advisory

Personal support in making investment decisions

The advanced advisory service designed for customers with the most complex and sophisticated financial needs.

A team of financial market specialists supports the Personal Financial Adviser in the definition of an efficient, diversified portfolio with more effective risk control.