Advisory Services
We advise, you decide!
A tailor-made service with the client at the real centre of the investment activity, with total control over every single financial transaction and timely updates on every single investment opportunity.
A regular monitoring of the client’s investment strategy ensures that it always reflects the risk profile and objectives. The client is supported also on its own investment ideas!
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Bespoke Managed Account
Complete assessment of portfolio investments, providing tailor-made solutions aligned to the client’s risk/return desired target.
Portfolio diagnostics and monitoring
External Asset Consultancy
Thorough assessment of portfolio investments.
Providing tailor-made solutions aligned to the client’s risk/return desired target.
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