ADVISORY

Banor SIM provides “bespoke” independent advisory services that are fully compliant with the legislating transposing the Markets in Financial Instruments Directive (MiFID II).

Our typical value approach to asset management is also available to clients wishing to keep their financial instruments with their own banks.

• Efficiency: Process automation. We use dedicated software to support all stages of the investment process.
• Quality: Customised content and asset allocation carefully matched to our client’s characteristics, with the possibility of adapting to specific requests. Expert, independent and transparent support, not list with respect to costs. Clients can benefit from the utmost professionalism of our management team while continuing to operate with their own bank.
• Transparency: No hidden costs. Our service fee structure consists solely of fees for the management of assets under advisory.

CORPORATE FINANCE ADVISORY

Our Corporate Finance team has a successful track record, a deep knowledge of investment banking issues gained in leading international organisations, and a well-established network of institutional relationships with the principal players in the sector.

Our expertise:

• advisory for capital market operations
• placements (IPOs, capital increases, securities issuance)
• equity and debt private placements
• advisory in merger and acquisition operations (acquisitions, divestment, mergers, spin-offs)
• assistance in refinancing operations
• assistance in analysing investment opportunities
• advisory for investment fund restructuring

TREASURY SERVICES

Possibility of centralising treasury management with a view to diversifying and verifying the reliability of the banking counterparty. The aim is to obtain the best possible returns on the market with pre-determined investment timescales and agreed risk exposure parameters.

Key advantages:

• opportunity to use the services of an independent expert
• enhanced negotiating power
• highly transparent offer selection process
• constant flow of information and up-dates regarding the investment offering (primary, secondary and repo markets)
• optimisation of investment flows with use of financial leverage where appropriate
• transparent, simple and easily monitored cost structures

CAPITAL MARKETS

Our Capital Markets team receives and transmits orders for private and institutional clients on the secondary market for shares, fixed-income products and the foreign exchange, credit derivatives and rates markets.