The Wealth Management activity is addressed to individuals, families, institutions and companies, and is divided into two main services:
The first one is configured as a consulting activity aiming at evaluating the Client’s financial situation in an aggregated manner, both from an active and passive perspective. Correct asset allocation and prompt risk management allow to match the trends in the Client’s wealth to his/her real needs.
The second type of service is based on a Risk Analysis approach:
- It measures all potential sources of risk and threats relating to the Client’s portfolio, precisely and objectively
- It minimizes any negative occurrences, contextually gaining the right return in the event of positive or neutral occurrences.
In this way, Medigest always sets up a specific operational Framework to achieve return and risk targets together with the Client.