Fundamental information to properly direct the work of Private Bankers and Financial Advisors. Updates are provided at different frequencies: daily, weekly, monthly and quarterly.
The second area of activity consists of the preparation of models and definition of asset allocation strategies and types of portfolios to propose to customers based on the various risk profiles.
The third service consists of proposing the financial instruments considered most functional in achieving specific portfolio and market strategies, in line with the relative risk profile.
Private Bankers and Financial Advisors are guaranteed ongoing assistance and support, for immediate answers on financial, market and portfolio issues.