MAKING THE COMPLEX SIMPLE AND CREATING PEACE OF MIND
“Vision” and “Peace of mind” are the words that inform and inspire our work alongside the families who put their trust in us.
Having a view of the “big picture” means being able to interpret increasingly complex global dynamics and see further into the future, but also an ethical commitment to excellence, fairness and transparency to create relationships of absolute value.
This is the commitment we hold to every day with a single purpose – to guarantee those who have the responsibility of family and business leadership, the peace of mind that is indispensable if they are to dedicate themselves fully to developing their business and be able to look to the future of coming generations with confidence.
To reach these goals we have created an advisory model based on:
We know that it is essential for effective wealth and asset management to take account of real family dynamics and the ability to create a solid “culture of awareness”, particularly among younger generations.
We undertake to contribute to a fair balance between the family’s security and harmony and the needs of its business for autonomy and growth.
We are the client’s first referent for relationships with all those entities involved in the management of their wealth - family, banks and financial institutions, tax and legal consultants – to give sense, order, constancy and consistency to the whole.
We believe that wealth is a complex, interdependent system of material, human and cultural values.
Our mission is to help clients manage all aspects of this system.
We are, and intend to continue to be, an independent company. We have chosen a financial advisory model that ensures a complete absence of conflicts of interest, based on three cornerstones:
An “independent advisory” culture has always been part of our DNA, and is now officially regulated by the new European Union legislation MiFID 2 designed to offer protection to investors.
Independence and transparency:
a commitment to ensuring the widest selection among international investment opportunities, with a good mix of different asset classes.
constant, careful risk-reward dynamics assessment, and the selection of investment solutions solely in the client’s best interest
the absolute exclusion of any compensation from those issuing recommended investment products, and the adoption of a compensation model based exclusively on a fixed, transparent consulting fee
Knowledge and skill: being informed in real time
In an ever more rapidly evolving social and economic context, knowledge and constant analysis of global scenarios is an essential tool for the protection and growth of assets.
This is why we have created a highly specialised in-house multidisciplinary Research Centre that monitors geopolitical dynamics and financial markets on a daily basis to define the best tactical-strategic investment choices in real time, and offer our clients cutting edge, up to date knowledge-based tools
“A values-based culture”: sharing the relationship
We wish to be the chosen “place” where the need for exclusivity and confidentiality encounter relationship opportunities, and to build and share a new “values-based culture” model, also through partnerships with experts, opinion leaders and academic entities, as well as educational activities designed for members of the family.