The Advisory Service provides specific personalised recommendations on financial instruments as UCITs funds and ETFs.
The Advisiory service includes the following activities:
In depth analysis of Client information provided at the time of profiling.
Identification of the suitable products to be included in the Client Portfolio in line with his risk profile.
Identification of the Products that best respond to the Client's investment needs.
Definition of the ideal asset allocation.
Asset allocation analysis in order to find the best solutions to aligne it to the model portfolio.
Periodical Advisory Report.
Support on the contents of the Advisory Report.
Tailor-made investment proposals.
Portfolio monitoring with risk-return analysis - including those instruments discretionally purchased and/or subscribed by the Client.
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