{"id":2360,"date":"2024-07-29T09:48:04","date_gmt":"2024-07-29T09:48:04","guid":{"rendered":"https:\/\/www.valori-assetmanagement.com\/independent-advisory-service\/"},"modified":"2024-11-18T17:05:01","modified_gmt":"2024-11-18T17:05:01","slug":"independent-advisory-service","status":"publish","type":"page","link":"https:\/\/www.valori-assetmanagement.com\/en\/services\/independent-advisory-service\/","title":{"rendered":"Independent advisory service"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” admin_label=”Apertura” _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_header title=”INDEPENDENT ADVISORY SERVICE” header_fullscreen=”on” content_orientation=”bottom” content_max_width_last_edited=”off|desktop” module_class=”aperturaPagina” _builder_version=”4.27.0″ _module_preset=”default” title_font=”|800|||||||” title_text_color=”#CCA26D” content_font_size=”18px” background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(0,0,0,0) 40%|#000000 100%” background_image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/heroConsulenza.jpg” background_blend=”overlay” custom_padding=”||||false|false” custom_css_header_container=”width:60% !important;” global_colors_info=”{}”]<\/p>\n

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:<\/p>\n

[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Storia” module_id=”story” _builder_version=”4.27.0″ _module_preset=”default” background_image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/anelli_01.svg” background_size=”custom” background_image_width=”50%” background_position=”center_right” background_horizontal_offset=”-45%” custom_margin=”||26px|||” custom_padding=”||99px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font=”|800||on|||||” text_font_size=”26px” header_text_color=”#3E5270″ header_2_font=”|800|||||||” header_2_text_color=”#3E5270″ text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Client signs the advisory mandate Advisor<\/span><\/h2>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/05\/logoValori.png” title_text=”logoValori” align=”center” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/frecciaGx.svg” title_text=”frecciaGx” align=”center” admin_label=”Freccia” _builder_version=”4.27.0″ _module_preset=”default” width=”46px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font=”|700||on|||||” text_text_color=”#FFFFFF” text_font_size=”20px” text_line_height=”1.4em” background_color=”#3E5270″ text_orientation=”center” max_width=”80%” module_alignment=”center” custom_padding=”14px|28px|14px|28px|false|false” border_radii=”on|40px|40px|40px|40px” global_colors_info=”{}”]<\/p>\n

Asset allocation analysis with possible personalized recommendations and asset tracking<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/frecciaGx.svg” title_text=”frecciaGx” align=”center” admin_label=”Freccia” _builder_version=”4.27.0″ _module_preset=”default” width=”46px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font=”|700||on|||||” text_text_color=”#FFFFFF” text_font_size=”20px” text_line_height=”1.4em” background_color=”#3E5270″ text_orientation=”center” max_width=”80%” module_alignment=”center” custom_padding=”14px|28px|14px|28px|false|false” border_radii=”on|40px|40px|40px|40px” global_colors_info=”{}”]<\/p>\n

The client keeps the assets in the banks that guard them and are responsible for the same<\/p>\n

[\/et_pb_text][et_pb_image _builder_version=”4.27.3″ _module_preset=”default” title_text=”Screenshot 2024-11-18 alle 17.28.31″ src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-18-alle-17.28.31.png” module_class=”immagineTotale” hover_enabled=”0″ sticky_enabled=”0″ disabled_on=”off|off|on”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}” disabled_on=”on|on|off”][et_pb_column type=”1_3″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/frecciaGx.svg” title_text=”frecciaGx” align=”right” admin_label=”Freccia” _builder_version=”4.27.0″ _module_preset=”default” width=”46px” custom_margin=”|77px|30px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaConsulenzaInfo.svg” title_text=”iconaConsulenzaInfo” align=”right” align_last_edited=”off|desktop” _builder_version=”4.27.0″ _module_preset=”default” width=”200px” module_alignment=”right” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/frecciaGx.svg” title_text=”frecciaGx” align=”center” admin_label=”Freccia” _builder_version=”4.27.0″ _module_preset=”default” width=”46px” custom_margin=”||30px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaConsulenzaInfo.svg” title_text=”iconaConsulenzaInfo” _builder_version=”4.27.0″ _module_preset=”default” width=”200px” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/frecciaGx.svg” title_text=”frecciaGx” admin_label=”Freccia” _builder_version=”4.27.0″ _module_preset=”default” width=”46px” custom_margin=”||30px|77px|false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaConsulenzaInfo.svg” title_text=”iconaConsulenzaInfo” _builder_version=”4.27.0″ _module_preset=”default” width=”200px” module_alignment=”left” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.0″ _module_preset=”default” background_color=”rgba(204,162,109,0.14)” custom_padding=”100px||||false|false” top_divider_style=”curve2″ top_divider_color=”#FFFFFF” top_divider_height=”66px” top_divider_flip=”vertical” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font_size=”18px” header_2_font=”|800||on|||||” header_2_text_color=”#CCA26D” global_colors_info=”{}”]<\/p>\n

Values AM develops the consulting service on an independent basis according to two models:<\/h2>\n
    \n
  • Generic Advisory;<\/li>\n
  • Specific Advice on the basis of the MIFID directive.<\/li>\n<\/ul>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font_size=”18px” header_2_font=”|800||on|||||” header_2_text_color=”#CCA26D” global_colors_info=”{}”]<\/p>\n

    Our Generic Advisory Service provides:<\/h2>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”2014″ image_icon_background_color=”RGBA(255,255,255,0)” image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaSC_01.svg” icon_placement=”left” image_icon_width=”120px” admin_label=”2014″ module_class=”blurServizi” _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

    Financial Asset Aggregation:<\/strong><\/span> 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. <\/p>\n

    [\/et_pb_blurb][et_pb_blurb title=”2014″ image_icon_background_color=”RGBA(255,255,255,0)” image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaSC_02.svg” icon_placement=”left” image_icon_width=”120px” admin_label=”2014″ module_class=”blurServizi” _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

    Portfolio Analysis:<\/strong><\/span> the Values AM team analyzes the overall position of the portfolio, providing an accurate overall asset allocation analysis and by individual asset class.<\/p>\n

    [\/et_pb_blurb][et_pb_blurb title=”2014″ image_icon_background_color=”RGBA(255,255,255,0)” image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaSC_03.svg” icon_placement=”left” image_icon_width=”120px” admin_label=”2014″ module_class=”blurServizi” _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

    Strategic and tactical asset allocation definition:<\/span><\/strong> based on the client’s objectives and risk profile, customized strategic (medium-long term) and tactical (short term) guidelines are defined.<\/p>\n

    [\/et_pb_blurb][et_pb_blurb title=”2014″ image_icon_background_color=”RGBA(255,255,255,0)” image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaSC_04.svg” icon_placement=”left” image_icon_width=”120px” admin_label=”2014″ module_class=”blurServizi” _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

    Portfolio monitoring:<\/span><\/strong> continuous assessment of the risk\/return profile of the overall portfolio and proposal of possible reallocations in strategic\/tactical key.<\/p>\n

    [\/et_pb_blurb][et_pb_blurb title=”2014″ image_icon_background_color=”RGBA(255,255,255,0)” image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaSC_05.svg” icon_placement=”left” image_icon_width=”120px” admin_label=”2014″ module_class=”blurServizi” _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

    Commission and Tax Efficiency:<\/span><\/strong> 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. <\/p>\n

    [\/et_pb_blurb][et_pb_blurb title=”2014″ image_icon_background_color=”RGBA(255,255,255,0)” image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaSC_06.svg” icon_placement=”left” image_icon_width=”120px” admin_label=”2014″ module_class=”blurServizi” _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

    Bank relationship management:<\/span><\/strong> Periodic contact with banks to analyze the portfolio and support its operations.<\/p>\n

    [\/et_pb_blurb][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font_size=”18px” header_2_font=”|800||on|||||” header_2_text_color=”#CCA26D” custom_margin=”60px||||false|false” global_colors_info=”{}”]<\/p>\n

    SPECIFIC ADVICE ON THE BASIS OF THE MIFID DIRECTIVE<\/h2>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font_size=”18px” global_colors_info=”{}”]<\/p>\n

    With reference to the Specific Advisory Service based on the MIFID Directive, the services indicated above are added to:<\/p>\n

    [\/et_pb_text][et_pb_blurb title=”2014″ image_icon_background_color=”RGBA(255,255,255,0)” image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaSC_07.svg” icon_placement=”left” image_icon_width=”120px” admin_label=”2014″ module_class=”blurServizi” _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

    The provision of personalized recommendations,<\/span><\/strong> 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.<\/p>\n

    [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

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