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Wealth Management

Solution Bank: Your Guide to Wealth Management
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Wealth Management

Personalized Strategy for Your Assets

Understanding and Personalization

Every financial journey begins with a deep understanding of personal needs and objectives. Our specialists leverage their experience and knowledge to create a tailored investment strategy that addresses each specific requirement, whether it’s growth, management, or the transfer of wealth. Our constant commitment, with a long-term perspective, is to adequately diversify portfolios to respond quickly to market changes.

Diversification and Investment Products

Creating a well-diversified asset mix is the foundation of efficient financial planning. Our offering includes a carefully selected range of investment products capable of meeting any need and risk profile. We provide appropriate responses for every requirement through innovative solutions tailored to each client.

Future Planning

Retirement and generational transfer are future concerns that need to be planned in advance. Our advisors have the knowledge and skills necessary to evaluate the best path for every need. The proposed solutions address the requirements for planning and protecting family and business assets, always prioritizing the person and their interests and projects.

Professionalism and Transparency

Professionalism, availability, and transparency are the pillars of our service. Our experts are the reference point for achieving various objectives, ensuring that the specific needs of each client and their entire family are met in a sophisticated and timely manner.
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Solution Bank Wealth Management Services

Professional Advice

Following a thorough selection and continuous training, each of our branches has professionals capable of providing personalized advice aimed at protecting the client and their savings to help achieve their projects and goals.

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Portfolio Management

Our portfolio management services allow for a carefully considered investment path oriented towards achieving objectives. We use mutual funds of Italian and foreign law, diversified by corporate knowledge, type of investment, risk propensity, and geographical area.

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Advisory and Investment Services

Careful and meticulous planning enables our advisors to build investment plans suited to each need. Each client is guaranteed accurate, timely, and meticulous assistance with the goal of crafting the best strategy to achieve the set objective. This process involves regular updates.

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Investment Monitoring

In addition to having a dedicated advisor, you can follow your investments in real time through Internet Banking or the Solution Bank App. These tools allow you to monitor and always keep your financial operations under control, ensuring transparency and ease of access.

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Wealth management

Customized financing services

Solution Bank offers customized financing services to individuals, designed to meet the diverse financial needs of our clients.

Consultative approach

Through a consultative approach, the Solution Bank team of experts carefully analyzes each individual’s economic situation, proposing tailored solutions that consider specific needs and personal goals.

Wide range

This service includes a wide range of financial products and investment tools aimed at optimizing the management of personal resources and facilitating the achievement of short- and long-term financial goals. Solution Bank is committed to providing continuous support and dedicated advice, ensuring transparency, reliability, and utmost client care.

Wealth management

Personalized consultancy session

Trust Solution Bank for all your wealth management needs. With our expertise and experience, we offer personalized and innovative solutions, ensuring maximum financial peace of mind and security.

Contact us today for a personalized consultation and find out how we can help you achieve your financial goals.

Do you have any questions on our services?

Write us an e-mail, we will be happy to assist you.

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    I declare that I have received the Privacy Policy notice regarding the use of personal data, which will be carried out in accordance with the provisions of Legislative Decree 36/2003 No. 196 and Regulation (EU) 2016/679 (General Data Protection Regulation – GDPR), and I give my explicit and free consent to the processing of my personal data by this Bank.

    Solution Bank S.p.A. Registered Office and Head Office: Corso della Repubblica no. 126 – 47121 Forlì (FC) Share Capital € 78,179,712.84 subscribed and paid | No. of shares in circulation: 678,049,688 Bank registered in the Register of Banks under no. 5597 on 31/03/2004 Cod. ABI 03273.0 | Registered in the Companies Register of Romagna, Forlì-Cesena and Rimini R.E.A. no. 299009 – Tax Code and VAT no. 03374640401

    Registered in the “D” section of the Single Register of Insurance and Reinsurance Intermediaries under no. D000026923 on 1/2/2007 Member of the “Interbank Deposit Protection Fund” (artt. 96/96 quater of TUB) | Member of the “National Guarantee Fund” (art. 62 c.1 D.Lgs. 415/1996)

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