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PERSONAL ADVISOR: LISTENING AND UNDERSTANDING ARE FUNDAMENTAL FOR AN ENDURING PROFITABLE COLLABORATION

Our pattern of service is based on:

  • Selection of information: a successful financial planning cannot leave reciprocal confidence out of consideration. Only through the knowledge of the personal situation it will be possible to reconcile the best performance with the safeguarding of the property;
  • Choice of the asset allocation and/or of the financial Partners: as every human being has different exigences, the range of the solutions of investment shall be very heterogeneous;
  • Steady monitoring of the security portfolio and of the bank relations: we think it is fundamental to maintain steady relations with the financial intermediaries and to inform you, with punctuality and timeliness, about your portfolio.

 

A PERSONAL RELATIONSHIP ON GLOBAL MARKETS

Our engagement towards our Customers is concentrated on 4 priorities:

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