Advisory and investment solutions

Today, we have a significant responsibility towards future generations: we can play a leading role in shaping a better future even through our investment choices.

Investing in solutions and products with sustainable characteristics or with sustainable investment targets means focusing on protecting and increasing the value of one’s personal wealth by supporting change: an opportunity to consider, together, based on your objectives and financial profile.

We share the same values: this continuously fuels the trust that binds us and strengthens the relationship we have built over time.

Today, we also share in the idea of a more welcoming, cleaner, equitable future that we can bring about together: the Private Banker is there to help you build a portfolio that aligns with your values without sacrificing your performance objectives.

When we refer to sustainable investments or ESG investments, we mean investments where environmental, social and sound governance (ESG) aspects are considered in addition to the traditional assessment criteria used when making investment decisions, which may have sustainability characteristics or sustainable investment objectives.

​Sustainable investments, or ESG investments, can have three different approaches:

1. Exclusion of companies or industry sectors from the investment universe that do not reflect our ESG values
2. Integration of environmental, social and sound governance criteria into portfolio choices
3. Impact to generate a measurable positive effect on the environment and/or society

Together with your private banker, you can understand which approach is most in line with your objectives and values, considering solutions offered by the bank and from leading international asset managers.

These solutions offer options with sustainability characteristics or sustainable investment objectives:

• Funds and SICAVs: Fonditalia, Ailis and Willerfunds
• Discretionary accounts: GP Wealth Collection Mix Sustainable
• Insurance: Private Pro Selection

Learn more about Sustainability at Fideuram - Intesa Sanpaolo Private Banking.