A rigorous approach,
risk control and constant
dialogue with the client

Our services are intended primarily for professional and institutional investors, structuring an offer based on performance targets, risk tolerance and time horizon of each costumer. Essential and decisive aspects of the service provided are: the assignment of a risk budget to each individual transaction, the constant control of the portfolio risk, the direct relationship with the client for a constant update on the evolution of their investments and the financial market trends.

Investment Analysis

We analyse investments and risks through a qualitative and quantitative approach for a comprehensive assessment of both macro and micro economic dynamics. The use of a proprietary software – MiFID II Compliant – allows us to classify financial instruments by type, maturity, duration, return and rating, and to offer our customers a reporting service tailored to their needs.