The Wealth Management activity is addressed to individuals, families, institutions and companies, and is divided into 2 main services:
The first service is a consulting activity evaluating the Client’s financial situation as an aggregate, 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 service is based on a Risk Analysis approach:
– It precisely measures all potential sources of risk relating to the Client’s portfolio
– It works to minimize any negative occurrences, contextually obtaining the right return in the event of positive or neutral occurrences.