Asset Management

A customized service that evolves over time

How to correctly interpret the customer’s expectations? Wealth Management is a form of investment that allows savers to delegate to a qualified manager the choice of financial instruments in which to invest and their operations.

Our wealth management lines are especially flexible. They are simple, transparent, quickly redeemable solutions built with a specific focus on the risk-benefit ratio.

Our “multiline” mandate

Thanks to a close cooperation with Euromobiliare Advisory Sim, we are able to offer a “Multiline” mandate with over thirty asset management lines and a highly customizable service. The investment strategies within the “Multiline” mandate are accessible under a single contract that allows fiscal compensation and the option of easily “switching” between the different strategies.

What asset management lines do we offer

Our balanced asset management lines aim to achieve, through a diversified approach, a higher rate of return than that of the reference benchmark, by applying a management strategy focused on seizing the best opportunities offered by financial markets and based on a specific risk profile.

Our total return / flexible asset management lines set out to achieve their target return within their reference forecast horizon, by adopting a flexible, reactive and well-diversified management based on a specific risk profile.

Our securities asset management lines allow you to open trades on specific equity markets and aim to achieve a rate of return higher than that of the reference benchmark, by applying a management strategy focused on seizing the best opportunities offered by financial markets and based on a high risk profile.

Our bond market asset management lines allow you to open trades on specific bond markets and aim to achieve a higher rate of return than that of the reference benchmark, by applying a management strategy focused on seizing the best opportunities offered by financial markets and based on a specific risk profile.

Our monetary asset management lines allow you to invest in a basket of short-term bonds and money market instruments denominated in euros (GP Euro Cash), in US dollars (GP USD Cash) and in pounds sterling (GP GBP Cash), aiming to achieve a higher rate of return than that of the reference benchmark, by applying a management strategy focused on seizing the best opportunities offered by financial markets and based on a specific risk profile.

Our absolute return asset management lines represent an alternative to traditional investment strategies and aim to achieve their return target within their reference forecast horizon, based on a medium-high risk profile, and investing mainly in a selection of undertakings for collective investment (UCIs) that adopt absolute return strategies.

Our Equita asset management lines allow you to open trades on the Italian market and aim to achieve a higher rate of return than that of the reference benchmark, by applying a management strategy focused on seizing the best opportunities offered by financial markets and based on a high risk profile.