We started out big, but not too much. We are large, but we continue to expand steadily thanks to the right dimensional growth: we are accomplished like the bigger players, yet nimble like the little ones.
We were born with rock-solid foundations: our strength lies in the leadership values of Credem, the first private banking group in Italy and widely regarded as the financially soundest in Europe.
We are Special and Specialized because we have inherited our parent Group's entrepreneurial DNA and its unwavering focus on investment management. We boast fifty years of experience and specialized expertise in private banking which allows us to offer a personal and privileged relationship to each client.
We cater to an elite set of investors with superior levels of financial culture and high net worth wealth.
Our clientele is especially attentive but also very demanding. Our investment solutions and strategies are meticulous in detail, and tailored to each individual client’s specific characteristics, needs and objectives.
Best results and customer satisfaction first and foremost
Our offer spans a broad range of financial products, and it is shaped by our close ties with the best asset management companies and the most trusted financial professionals in the industry.
Proud to be Italian
We believe that our heritage is also a strong point. This provides a guarantee of independence from certain evaluations that often drive the strategies of international groups.
Confidentiality is second nature to us
Our professional relationship with clients always thrives in a safe environment whose hallmarks are utmost discretion and freedom from external influence.
Thorough and competent professional advice
The real added value of our services lies in the first-rate professional advice we provide to our Clients. Our quality standards are built on elements such as competence, accuracy and responsibility.
Listening closely to our Clients
This is crucial in understanding their expectations and supporting them in planning their life projects, which we evaluate together with clarity of intent and honesty of purpose. Our aim is to set out a shared roadmap leading to fully satisfactory results with a medium/long-term outlook.