Advisory

  1. Advisory

SERVICES

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.

EFFICIENCY

Process automation. We use dedicated software to support all stages of the investment process.

QUALITY

Customised content and asset allocation carefully matched to the client’s characteristics, with the possibility of adapting to specific requests. Expert, independent and transparent support, including 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.

Customised investment advisory services that are fully compliant with the Markets in Financial Instruments Directive (MiFID II).

A highly diversified selection of management styles, with different risk profiles.

Banor SICAV and Aristea SICAV: efficient investment vehicles thanks to their high degree of investment diversification.

Family office and corporate finance advisory, treasury and capital markets services.

Banor SIM

Customised investment advisory services that are fully compliant with the Markets in Financial Instruments Directive (MiFID II).

A highly diversified selection of management styles, with different risk profiles.

Banor SICAV and Aristea SICAV: efficient investment vehicles thanks to their high degree of investment diversification.

Family office and corporate finance advisory, treasury and capital markets services.