WEALTH MANAGEMENT

Customized strategy

The needs of asset management are constantly at the centre of all our work. Our top priority is to understand the personal situation and to develop a tailor-made investment strategy. Whether you place special emphasis on the conservation, accumulation or transfer of your assets, we develop solutions to meet your changing needs.

However, some elements remain constant: adopting a long-term perspective, maintaining properly diversified portfolios and responding quickly to market developments:

• A properly diversified asset mix is essential for investing wisely.
• Take advantage of a comprehensive range of investment products and asset management solutions to build a portfolio tailored to your needs and risk profile.
• Conserve and enhance your heritage through a wide range of solutions. Our consultants are always at your disposal to set up a portfolio that is solidly geared to achieving the expected returns.
• Think of the future. There will come a time to slow down, shift responsibilities and focus on other priorities: we assist you in the complex process of retirement and inheritance planning.
• Innovative solutions for planning and protecting your family and business assets: a 360° advisory service that puts your interests, your passions and your projects above everything else.
• Professionalism, simplicity and transparency to meet the most sophisticated needs of the entire household. Our professionals are the reference point for the realization of your objectives

Our expertise in asset allocation choices.

We offer a full range of ad-hoc investment solutions using the funds of the world’s leading asset managers, diversified both in terms of management strategies and financial instruments.
With Solution Bank you can access the expertise and tools of Asset Management specialists for portfolio proposals based on your investment profile, time horizon and shared objectives.

  SERVICES

• Professional advice.
• Sorting and buying and selling shares, bonds, currency market transactions
• Evaluation and purchase of insurance and pension products.
• Fund management. Full service management of the client’s portfolio according to expectations of return, risk appetite, currency preferences through mutual funds under Italian and foreign law.

Your situation, your plans and personal goals are our starting point. Your level of participation in the investment decision is an important aspect when choosing the most suitable investment solution.

If you are familiar with the most important financial markets, have investment ideas and would like to discuss them with us, then our investment advice is the ideal choice.

You decide when and with what intensity you want to confront our experts, as well as your personal consultant. The decision on how to invest always remains in your hands. Whatever the topic you prioritise, we will always be available to advise you.

Our advice provides global assistance on how to invest your assets, according to the mutually agreed strategy.