ASSET MANAGEMENT

Value Managed Portfolio

Management strategy: Value and Quality Investing. This portfolio invests mainly in Europe and the United States and aims at selecting high-quality companies at appealing valuations for long-term investors in stationary and predictable business.

Etica Managed Portfolio

Management strategy: Ethical Value. This portfolio invests mainly in Europe and the United States and aims at selecting high-quality companies at appealing valuations in stationary business. The investment style reflects ethical factors.

Internazionale Managed Portfolio

Management strategy: access to global markets through a broad and diversified asset allocation with constant monitoring of overall portfolio risk.

Globale Managed Portfolio

Management strategy: dynamic top-down approach based on the identification of global investment themes and trends, through the study of macro variables that influence economic performance.

Family Office

A structure of excellence to better serve the different needs and complexity of large estates.

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The Sicavs

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

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Advisory and other services

Personalized and independent investment advisory in accordance with the legislation implementing the MiFID II Directive, corporate finance advisory, treasury and capital markets services.

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