Personal Financial Advisory

Banca Intermobiliare was one of the first banks to seize the opportunity and challenge posed by MiFID* and create a business unit entirely devoted to clients who desire a global approach for their assets, including in the definition of individual investment choices.

Personal Financial Advisory specialists, whose daily work involves various markets, engage in dialogue directly with clients, supporting their decisions in a manner consistent with their predetermined risk profiles and investment goals.

The service was created in order to meet the needs of clients of high standing to operate on financial markets through a team of specialists capable of offering highly personalised solutions. Personal Financial Advisory is intended for clients who wish to be kept constantly informed of the market situation in order to seize the best investment opportunities.

Due to the high level of interaction between advisors and clients in the form of frequent meetings and periodic reports, Personal Financial Advisory provides clients with constant updates on the correspondence of their investment goals and asset allocation.

 

* MiFID (Markets in Financial Instruments Directive), which entered into force on 1 November 2007, aims to harmonise the operating rules and procedures of investment services throughout Europe.