{"id":2404,"date":"2024-07-29T15:02:03","date_gmt":"2024-07-29T15:02:03","guid":{"rendered":"https:\/\/www.valori-assetmanagement.com\/wealth-management\/"},"modified":"2024-11-18T17:02:45","modified_gmt":"2024-11-18T17:02:45","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/www.valori-assetmanagement.com\/en\/services\/wealth-management\/","title":{"rendered":"Wealth management"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; admin_label=&#8221;Apertura&#8221; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_header title=&#8221;WEALTH MANAGEMENT&#8221; header_fullscreen=&#8221;on&#8221; content_orientation=&#8221;bottom&#8221; content_max_width_last_edited=&#8221;off|desktop&#8221; module_class=&#8221;aperturaPagina&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; title_font=&#8221;|800|||||||&#8221; title_text_color=&#8221;#CCA26D&#8221; content_font_size=&#8221;18px&#8221; background_enable_color=&#8221;off&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;rgba(0,0,0,0) 40%|#000000 100%&#8221; background_image=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/heroGestione.jpg&#8221; background_blend=&#8221;overlay&#8221; custom_padding=&#8221;||||false|false&#8221; custom_css_header_container=&#8221;width:60% !important;&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; next_background_color=&#8221;#ffffff&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(204,162,109,0.14)&#8221; custom_padding=&#8221;||100px||false|false&#8221; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_height=&#8221;68px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221; disabled_on=&#8221;on|on|off&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/08\/iconaFamiglia_blu.svg&#8221; title_text=&#8221;iconaFamiglia_blu&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;20%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|800||on|||||&#8221; text_font_size=&#8221;18px&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Client signs the asset management mandate<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221; disabled_on=&#8221;on|on|off&#8221;][et_pb_column type=&#8221;1_2&#8243; module_class=&#8221;colonnaFreccia&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/05\/logoValori.png&#8221; title_text=&#8221;logoValori&#8221; align=&#8221;right&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;40%&#8221; custom_margin=&#8221;||8px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|800|||||||&#8221; text_font_size=&#8221;18px&#8221; text_orientation=&#8221;right&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_padding=&#8221;0px|30px|||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>MANAGER<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|||on|||||&#8221; text_font_size=&#8221;18px&#8221; width=&#8221;100%&#8221; custom_padding=&#8221;8px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>INVESTMENT DECISIONS BY RISK PROFILE<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221; disabled_on=&#8221;on|on|off&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/frecciaGx.svg&#8221; title_text=&#8221;frecciaGx&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;46px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700||on|||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.4em&#8221; background_color=&#8221;#3E5270&#8243; text_orientation=&#8221;center&#8221; max_width=&#8221;80%&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;14px|28px|14px|28px|false|false&#8221; border_radii=&#8221;on|40px|40px|40px|40px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>CUSTOMER CHOOSES THE BANK THAT CUSTODIES AND IS EXPONSABLE FOR THE ASSETS<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; 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background_color=&#8221;#FFFFFF&#8221; border_radii=&#8221;off|||30px|30px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/08\/loghi.jpg&#8221; title_text=&#8221;loghi&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;94%&#8221; global_colors_info=&#8221;{}&#8221; disabled_on=&#8221;on|on|off&#8221; admin_label=&#8221;Image&#8221;][\/et_pb_image][et_pb_image _builder_version=&#8221;4.27.3&#8243; _module_preset=&#8221;default&#8221; title_text=&#8221;cliente_eng&#8221; src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/11\/cliente_eng.png&#8221; module_class=&#8221;immagineTotale&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243; disabled_on=&#8221;off|off|on&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;120px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>KNOW YOUR COSTUMER<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;18px&#8221; global_colors_info=&#8221;{}&#8221;]<strong>Individual asset management<\/strong> is a form of investment in which clients <strong>delegate<\/strong> the management of their capital to a financial intermediary, within the limits of the signed <strong>mandate<\/strong>.<br \/><strong>Asset management<\/strong> offered by Valori Asset Management is divided into three broad categories:  <\/p>\n<ul>\n<li><strong>standard management,<\/strong> linked to a single model portfolio for clients with the same profile;<\/li>\n<li><strong>customized management<\/strong>, designed on specific client needs, always considering the risk profile;<\/li>\n<li><strong>treasury management<\/strong>, specifically for companies.<\/li>\n<\/ul>\n<p> Thanks to agreements with leading custodian banks, the Client can open a relationship in his or her own name and is the only person <strong>authorized<\/strong> to issue instructions regarding withdrawals and deposits. The Client, a natural person, has the choice of the <strong>tax regime<\/strong> to be applied to his investments. The \u201cmanaged savings\u201d regime allows automatic offsetting of gains and losses regardless of the financial instrument used and is often favored in the choice.[\/et_pb_text][et_pb_code disabled_on=&#8221;on|on|on&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;150px||||false|false&#8221; disabled=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div style=\"position:relative; width:600px; height:600px; border-radius:300px; border:2px dashed #cca26d; margin:auto;\"><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"position:absolute; width:500px; height:500px; border-radius:250px;background-color: #3E5270; top:50px; left:50px;\"><\/div>\n<p><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"position:absolute; width:200px; height:200px; border-radius:100px;background-color: #ffffff; top:200px; left:200px;\"><img decoding=\"async\" style=\"width: 80%; margin-left: 10%; margin-top: 10%;\" src=\"https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/08\/iconaFamiglia.svg\"><\/div>\n<p><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"position:absolute; width:200px; height:200px; border-radius:100px; background-color:#cca26d; top:-50px; right:200px; text-align: center; font-size: 12px; line-height: 16px; padding:30px 20px;\"><!-- [et_pb_line_break_holder] --><\/p>\n<h4 style=\"font-size:16px; color:#3E5270;\">ANALISI DEI BISOGNI<\/h4>\n<p><!-- [et_pb_line_break_holder] --><pee style=\"color:#fff;\">Visione complessiva di tutte le componenti patrimoniali e reddituali del Cliente. Analisi e focus su prodotti, asset e profilo di rischio. <\/pee><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"position:absolute; width:200px; height:200px; border-radius:100px; background-color:#cca26d; top:100px; right:-50px; text-align: center; font-size: 12px; line-height: 16px; padding:30px 20px;\"><!-- [et_pb_line_break_holder] --><\/p>\n<h4 style=\"font-size:16px; color:#3E5270;\">ELABORAZIONE DELLE STRATEGIE<\/h4>\n<p><!-- [et_pb_line_break_holder] --><pee style=\"color:#fff;\">Identificazione delle principali aree di intervento e delle leve di creazione del valore.<\/pee><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"position:absolute; width:200px; height:200px; border-radius:100px; background-color:#cca26d; top:100px; left:-50px; text-align: center; font-size: 12px; line-height: 16px; padding:30px 20px;\"><!-- [et_pb_line_break_holder] --><\/p>\n<h4 style=\"font-size:16px; color:#3E5270;\">PROPOSTA<\/h4>\n<p><!-- [et_pb_line_break_holder] --><pee style=\"color:#fff;\">Selezione delle soluzioni pi\u00f9 indicate ad attuare le strategie di investimento o a far fronte ai bisogni del Cliente.<\/pee><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"position:absolute; width:200px; height:200px; border-radius:100px; background-color:#cca26d; top:400px; right:15px; text-align: center; font-size: 12px; line-height: 16px; padding:30px 20px;\"><!-- [et_pb_line_break_holder] --><\/p>\n<h4 style=\"font-size:16px; color:#3E5270;\">MONITORAGGIO NEL TEMPO<\/h4>\n<p><!-- [et_pb_line_break_holder] --><pee style=\"color:#fff;\">Controllo dell\u2019andamento delle soluzioni proposte e scelte dal Cliente.<\/pee><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] --><\/p>\n<div style=\"position:absolute; width:200px; height:200px; border-radius:100px; background-color:#cca26d; top:400px; left:15px; text-align: center; font-size: 12px; line-height: 16px; padding:30px 20px;\"><!-- [et_pb_line_break_holder] --><\/p>\n<h4 style=\"font-size:16px; color:#3E5270;\">ATTIVAZIONE IN BASE ALL\u2019ESIGENZA<\/h4>\n<p><!-- [et_pb_line_break_holder] --><pee style=\"color:#fff;\">Implementazione di soluzioni ad hoc.<\/pee> <!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] --><\/div>\n<p>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;100px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>FROM THE MODEL PORTFOLIO TO A TAILOR-MADE PROPOSAL<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.3&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;18px&#8221; custom_margin=&#8221;||80px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>After identifying with the Client the degree of risk he is willing to take and the time horizon of his investments, our consultants have the <strong>possibility<\/strong> <strong>to customize the portfolio composition<\/strong>, starting from the model portfolio by comparing with the management team.<\/p>\n<p>Valori AM&#8217;s portfolio managers constantly monitor <strong>market<\/strong> trends, establish <strong>asset allocation<\/strong> choices, and choose the most appropriate <strong>instruments<\/strong> in which to invest to achieve the <strong>objectives<\/strong> of the management mandate shared with the client<\/p>\n<p>The choice of <strong>instruments<\/strong> in which to invest includes individual <strong>bonds<\/strong> and <strong>equities<\/strong>, <strong>ETFs<\/strong>, <strong>investment funds<\/strong>, <strong>certificates<\/strong>, and <strong>structured products<\/strong> in line with the client&#8217;s <strong>risk profile<\/strong>.<\/p>\n<p>We believe that performance and efficiency on the cost side are linked. Therefore, in addition to <strong>systematic planning of invested portfolios<\/strong>, we focus on the level and transparency of the selected instruments to bring a concrete benefit in terms <strong>of performance, efficiency, and cost transparency<\/strong> to our clients&#8217; portfolios. <\/p>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8221;on|on|off&#8221; module_class=&#8221;boxPuntatoreG&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; header_4_text_color=&#8221;#CCA26D&#8221; header_4_font_size=&#8221;14px&#8221; background_color=&#8221;#3E5270&#8243; width=&#8221;220px&#8221; module_alignment=&#8221;center&#8221; min_height=&#8221;220px&#8221; custom_padding=&#8221;30px|20px|30px|20px|false|false&#8221; custom_css_main_element=&#8221;overflow:visible !important;&#8221; border_radii=&#8221;on|110px|110px|110px|110px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4 style=\"text-align: center;\">MODEL<br \/>PORTFOLIO<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1464 size-full aligncenter\" src=\"https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaGraficoTorta.svg\" alt=\"\" width=\"100\" height=\"100\"><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_4,1_4,1_4,1_4&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; make_equal=&#8221;on&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;z-index:5;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; module_class=&#8221;colonnaPuntatore&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#3E5270&#8243; custom_padding=&#8221;20px||||false|false&#8221; border_radii=&#8221;on|30px|30px|30px|30px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaPortafogli.svg&#8221; title_text=&#8221;iconaPortafogli&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;36%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; header_4_font=&#8221;|||on|||||&#8221; header_4_text_align=&#8221;center&#8221; header_4_text_color=&#8221;#CCA26D&#8221; header_4_font_size=&#8221;20px&#8221; text_orientation=&#8221;center&#8221; custom_padding=&#8221;|15px||15px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>KYC e Questionario MIFID<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; module_class=&#8221;colonnaPuntatoreOro&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#CCA26D&#8221; custom_padding=&#8221;20px||||false|false&#8221; custom_css_main_element=&#8221;z-index:4;&#8221; border_radii=&#8221;on|30px|30px|30px|30px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaGrafico.svg&#8221; title_text=&#8221;iconaGrafico&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;36%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;||||||||&#8221; header_text_align=&#8221;center&#8221; header_4_font=&#8221;|||on|||||&#8221; header_4_text_align=&#8221;center&#8221; header_4_text_color=&#8221;#3E5270&#8243; header_4_font_size=&#8221;20px&#8221; text_orientation=&#8221;center&#8221; custom_padding=&#8221;|15px||15px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Customer needs analysis<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; module_class=&#8221;colonnaPuntatore&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#3E5270&#8243; custom_padding=&#8221;20px||||false|false&#8221; border_radii=&#8221;on|30px|30px|30px|30px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaMetro.svg&#8221; title_text=&#8221;iconaMetro&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;36%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; header_text_align=&#8221;center&#8221; header_4_font=&#8221;|||on|||||&#8221; header_4_text_align=&#8221;center&#8221; header_4_text_color=&#8221;#CCA26D&#8221; header_4_font_size=&#8221;20px&#8221; custom_padding=&#8221;|15px||15px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Tailor-made investment proposal<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#CCA26D&#8221; custom_padding=&#8221;20px||||false|false&#8221; border_radii=&#8221;on|30px|30px|30px|30px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/iconaMondo.svg&#8221; title_text=&#8221;iconaMondo&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;36%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;||||||||&#8221; header_4_font=&#8221;|||on|||||&#8221; header_4_text_align=&#8221;center&#8221; header_4_text_color=&#8221;#3E5270&#8243; header_4_font_size=&#8221;20px&#8221; custom_padding=&#8221;|15px||15px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Implementation<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/11\/modelPortfolio-1-1024&#215;452.png&#8221; title_text=&#8221;modelPortfolio&#8221; align=&#8221;center&#8221; disabled_on=&#8221;off|off|on&#8221; module_class=&#8221;immagineTotale&#8221; _builder_version=&#8221;4.27.3&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; custom_css_main_element=&#8221;width:100% !important;&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Client signs the asset management mandateMANAGERINVESTMENT DECISIONS BY RISK PROFILECUSTOMER CHOOSES THE BANK THAT CUSTODIES AND IS EXPONSABLE FOR THE ASSETSKNOW YOUR COSTUMERIndividual asset management is a form of investment in which clients delegate the management of their capital to a financial intermediary, within the limits of the signed mandate.Asset management offered by Valori Asset [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":2693,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-2404","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealth management - Valori<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.valori-assetmanagement.com\/en\/services\/wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth management - Valori\" \/>\n<meta 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