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Private advisory

 

Our Fideuram specialists work hand in hand with private bankers to manage our Private clients, thus ensuring top-notch advisory, to build highly personalized solutions.


WEALTH MANAGEMENT SOLUTIONS  
  • We develop cut-to-fit investment solutions
  • We select Multimanager funds for specific needs
ADVISORY  
  • We prepare accurate updates on scenarios and markets, as well as investment remarks.
  • We provide Multimanager advisory in order to integrate each client's general portfolio with the multibrand offer, depending on specific requirements/goals and specific investment strategies or themes.
OPPORTUNITY SELECTION AND MANAGEMENT  
  • Our quantitative approach is aimed at building cut-to-fit solutions.
  • For each asset class we select the alternatives available in the market.