SERVICES
Your strategic partner at 360°
PORTFOLIO CONTROLLING
AUDIT
Independent analysis of the historical trend of investments and the compatibility between the management carried out and the customer profile
COSTS
Detailed and in-depth analysis of explicit and implicit costs and commissions in order to determine the actual cost incurred by the customer
COST CUTTING
Cost renegotiation with banks in order to substantially lower the effective cost of management
FINANCIAL ADVICE
PLANNING
Assistenza del cliente nel mettere in campo le migliori strategie per una gestione ottimale del patrimonio mobiliare, immobiliare e imprenditoriale
OPTIMIZATION
Optimize the yield of portfolios by changing tools or by adjusting the investors' risk profiles
MONITORING
Constant supervision in order to ensure perfect alignment between investment positions and the customer's risk profile
PORTFOLIO MODELLO
Creation of a model portfolio which will be used as a database to select the best instruments of the moment
«AD HOC» STRUCTURING
TAILOR-MADE
Creation of customized and efficient investment solutions capable of optimizing the risk profile of your portfolio
WIDE CHOICE
Wide range of financial markets, underlyings, asset classes.
Any investment strategy can be simply replicated through these structured solutions
FUND
Creation of your own investment fund
SERVICES FOR FAMILIES AND BUSINESSES
FAMILY OFFICE
Our professionals are able to respond to the needs of families for generational transitions, relocations, etc.
M&A
Our company collaborates with various international funds regarding company transfer operations.
IPO
The company is a partner of operators who support companies in IPO operations on both Euronext Growth and Nasdaq.
CORPORATE RESTRUCTURING
The company supports companies through professionals of primary standing with the aim of planning corporate restructuring operations with regards to debt positions.
TAX PLANNING
TAX CREDITS
Consultancy aimed at tax planning through the purchase of tax credits to be offset against the taxes due *
* The scope of the consultancy provided does not extend to the assessment of the merit of the
reported tax credits. This assessment, regarding the accuracy of the proposed tax credits,
remains the exclusive responsibility of the transferee.