We support our corporate clients in both strategic development and day-to-day business management.
Family and Business Support
We support the entrepreneur in the various stages of the company's life cycle, in the preparation of the business plan, in the search for financing, in the dialogue with the authority, in the administrative fulfilment, up to the internationalization, to opening of capital as well as the listing on the stock exchange. We also guide the entrepreneur in all extraordinary business-related operations.
For companies and entrepreneurs, we provide an asset management service for both professional and private financial needs. Once agreed on the time horizon, we define the appropriate cash flow management strategy together with the client. With many years’ experiences in pension fund management, we also specialise in pension-related investments that are compliant with the specific regulatory framework.
Risk management is at the heart of the services and products we offer. Portfolio management is supported by a global analysis, where market opportunities are weighted by comparing the related risks. Each activity is based on a global aggregation of individual portfolio data, reported in a single risk analysis document made available to the client.
"With our services, we support entrepreneurs in the different phases of their business development, providing them with a wide range of assistance in both financial and analytical accounting, and the fulfilment of administrative and fiscal requirements. We also analyse the strategic positioning and support in the realisation of the business plan."