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.

The Sicavs

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

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.