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
With a Quality Value Investing philosophy, these strategies combine the discipline of a value-oriented approach with a rigorous assessment of the quality of the companies selected. They invest primarily in Europe and the United States, seeking to identify businesses with strong and sustainable competitive advantages operating in stable and predictable industries over the long term.
INTERNAZIONALE AND GLOBALE MANAGED PORTFOLIO
Top-down investment strategy for defining the portfolio’s asset allocation, with broad global diversification and ongoing risk monitoring.
HIGH FOCUS MANAGED PORTFOLIO
Bottom-up investment approach based on fundamental analysis. The strategy invests mainly in Italian and European companies, adopting a sector-driven analytical framework.
ENHANCED MANAGED PORTFOLIO
A bottom-up approach aimed at building a high-dividend equity portfolio. The strategy is complemented by a covered option-writing overlay to help contain risk and enhance return potential.
MONETARIA MANAGED PORTFOLIO
The strategy invests in a carefully selected portfolio of money market instruments and short-term fixed income securities issued by leading government and corporate issuers.