Asset consultancy

Turning complexity into simplicity

Responding to high expectations and complex situations by researching simple and integrated solutions, in keeping with our customers' plans is what we do every day.


We interpret our client's expectations thanks to our unique approach and culture that has been honed over almost 50 years in the private banking and wealth management business.

Advanced services for consultants and clients

The starting point of our model is the pursuit of systematic and constant research activities. The findings of this analysis are summarized and presented through a differentiated and detailed reporting: Financial Plan, Macroeconomic Scenario, Flash News, Multibrand Report, Investment Position, Recommendations, Daily Briefing, Trading Ideas, Operating Ideas (in the Equities, Currencies, Bonds and Commodities markets).

The second field of activity consists of developing asset allocation models and different types of portfolios based on the client's different risk profiles.

The third step consists in developing a proposal of financial tools and solutions suitable for the implementation of specific portfolio strategies.


These skills are guaranteed thanks to the close collaboration with the companies of the Credem Group (Euromobiliare Advisory SIM, Euromobiliare Asset Management SGR, Euromobiliare Fiduciaria, CredemAssicurazioni, CredemVita, Credem Private Equity) with a view to offering truly integrated asset consultancy services, and specifically:


  • Corporate Finance Advisory, development and financial growth strategies for companies
  • Family Planning, asset protection in the generational transition
  • Protection,  insurance solutions for assets and for future pension planning
  • Fiduciary services, asset optimization through fiduciary activity
  • Mutual Funds and Sicavs, highly qualified management
  • Securities brokerage, asset assistance for private, institutional and corporate clients
  • Real Estate, protection, management and enhancement of real estate assets
  • Art advisory, evaluation, management and enhancement of the artistic heritage