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!
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.
