The service involves entrusting the client’s assets to a professional for the selection and management of the financial instruments best suited to the client’s objectives.
The investment solutions, organised across different lines and risk/return profiles, are managed by dedicated teams.
A complementary approach across the various lines makes it possible to build personalised portfolios that are aligned with each client’s needs.
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.
HIGH FOCUS MANAGED PORTFOLIO
Management strategy: Bottom-Up. This portfolio invests mainly in Italian and European companies and uses a sectorial analysis approach, through investment ideas generated by a team of 8 analysts.
MONETARIA MANAGED PORTFOLIO
This portfolio operates a selection of short-term monetary and bond instruments from leading government and corporate issuers.