In the current context of volatile and dynamic financial instruments and markets, the Bank’s ability to offer the customer support for the identification of the investment choices and periodic monitoring of the evolution of the portfolio and associated risk, is increasingly stronger.
Finnat Advisory is the ideal solution, combining the constant assistance of a dedicated advisor, with pro-active proposal and operational suggestions with the features of the trading market (efficiency and extent of the markets).
Finnat Advisory is dedicated to investors which:
Develop investment ideas, but wish to be assisted in terms of selecting and choosing the specific financial instruments and the most suitable transactions to be carried out.
- Intend to place themselves in the hands of a highly qualified broker who proposes an allocation of the investments and provides customised recommendations relating to the transactions, but at the same time prefer to be involved in the decision-making process.
- Adopt their own decisions on financial markets independently, but before making the same operative, appreciate the possibility of discussion with a reliable advisor.
- Appreciate not only the information support on instruments and markets but also the possibility of accessing training courses.