INDEPENDENT ADVISORY SERVICE
The advisory service on an independent basis, aimed at families, companies, holding companies, foundations and private entities, is developed according to the following approach through an Advisory mandate:
Client signs the advisory mandate Advisor
Asset allocation analysis with possible personalized recommendations and asset tracking
The client keeps the assets in the banks that guard them and are responsible for the same
Values AM develops the consulting service on an independent basis according to two models:
- Generic Advisory;
- Specific Advice on the basis of the MIFID directive.
Our Generic Advisory Service provides:
2014
Financial Asset Aggregation: Valori AM consolidates the client’s entire financial assets, often spread over several banks, into a single report. The report is made available upon request via a confidential web area through which the client has the ability to monitor the aggregated position on a daily basis.
2014
Portfolio Analysis: the Values AM team analyzes the overall position of the portfolio, providing an accurate overall asset allocation analysis and by individual asset class.
2014
Strategic and tactical asset allocation definition: based on the client’s objectives and risk profile, customized strategic (medium-long term) and tactical (short term) guidelines are defined.
2014
Portfolio monitoring: continuous assessment of the risk/return profile of the overall portfolio and proposal of possible reallocations in strategic/tactical key.
2014
Commission and Tax Efficiency: Analysis of costs and expenses inherent in banking relationships in order to make them efficient and minimize them. Constant attention to the fiscal impact of portfolio operations and proposal of efficient solutions.
2014
Bank relationship management: Periodic contact with banks to analyze the portfolio and support its operations.
SPECIFIC ADVICE ON THE BASIS OF THE MIFID DIRECTIVE
With reference to the Specific Advisory Service based on the MIFID Directive, the services indicated above are added to:
2014
The provision of personalized recommendations, periodic investment proposals on specific instruments always shared with the end client based on his risk profile and market environment, developed independently and therefore in the client’s sole and only interest.