Wealth Management

We are portfolio managers by nature and we take care of all the phases of the management of a family’s assets, this is also thanks to a consolidated network of trusted professionals.

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Investors

Value of talent: The constant search for the best possible results has led the Group to invest a good part of the assets of customers, shareholders and collaborators with some of the best independent managers in the world.

1

INVESTING TOGETHER

We invest the assets of our customers in the same tools we select to manage our own assets, following a logic of co-investment with the managers to whom we entrust our assets.

2

BELIEVING IN THE TALENT

In the world of wealth management, as in all other disciplines, there are professionals with innate talents, who achieve above average results .

3

BEING INDEPENDENT

We believe that talent can best be expressed, in an active management model, within independent structures with a high entrepreneurial content.


DEPOSITARIES

We have historically carried out a custodian bank service and we boast among the highest financial strength indicators in the sector. While acting as a bank, the liquidity deposited by customers is not used for credit activities, thus emphasizing our focus on budget robustness.

GROUP FINANCIAL SOLIDITY INDICATORS

51,5%

Tier 1 (CET1)

25,8%

Leverage

348%

Liquidity coverage

76%

Cost/income

Financial statement data at 09.30.2018


TRUST SERVICES

We provide the customer with the consolidation tools to manage, monitor and administer their assets, independently from their custodians.

The Group offers fiduciary services to satisfy the interests of individuals, entrepreneurs and companies / trusts that see a value to be preserved in confidentiality.

The offer of highly personalized services is aimed at a long-term trust relationship, thanks to the quality and competence of our human resources.