Asset Management

A customized service that evolves over time

How to correctly interpret the customer’s expectations? Wealth Management is a form of investment that allows savers to delegate to a qualified manager the choice of financial instruments in which to invest and their operations.


Our wealth management lines are especially flexible. They are simple, transparent, quickly redeemable solutions built with a specific focus on the risk-benefit ratio.

Our “multiline” mandate

Thanks to a close cooperation with Euromobiliare Advisory Sim, we are able to offer a “Multiline” mandate with over thirty asset management lines and a highly customizable service. The investment strategies within the “Multiline” mandate are accessible under a single contract that allows fiscal compensation and the option of easily “switching” between the different strategies.



What asset management lines do we offer