Advantage Services for Private Clients

Advantage services for private banking clients are organized into three main areas (which can be used separately or combined):

Strategic Advisory

Protecting and increasing wealth over time: asset planning, investment strategy and risk management and advisory.

Investment Management

Expert managers to execute the investment strategy: wealth management, fund of funds and active financial advisory.

Solutions

Services on global markets, managing activities and monitoring investment performance: trading, custody, reporting and control, financing and loan advisory.
 
Advantage services are supported by continuing analysis and research in order to exploit financial-market opportunities.