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Customised solutions

Banca Finnat | Customised solutions| Institutional Site

Banca Finnat

Banca Finnat | Customised solutions| Institutional Site

Dedicated Advisor for the asset allocation services, the identification of the financial instruments, the implementation of tactical investments and for the monitoring and disclosure.

Selection of the financial instruments implemented by means of in-depth analysis of the Sicavs thanks to an extensive open platform.

Periodic preparation of securities lists:
  • Share
  • Bond
  • ETF

Monitoring of the securities and sharing of the investment, divestment and switch opportunities consistent with the risk profiles, the market moments and the customer’s expectations.

Tax analysis available to the customer, to ensure efficient planning from a tax-related standpoint.
Customised solutions - Documentation

Advisory & Corporate Finance
Private Banking
Trusteeship
Family Office
Real Estate and Property Funds
Banking Services
Institutional Investor Services
Equity Research Department
The Group companies
Banca Finnat Euramerica S.p.A.
Registered office in Piazza del Gesù n.49, (IT-00198) Rome, Italy
Share capital € 72,576,000.00 fully paid-in, represented by 362,880,000 ordinary shares
Enrolled in the Banking Register under No. 5557
Holding Company of the Banca Finnat Euramerica Italian banking group,
enrolled in the Banca d’Italia’s Register of banking groups
Enrolled in the Rome Companies’ Register Tax Code No. 00168220069 - VAT No. 0085601004
R.E.A. n.444286 – ABI 3087.4 – Codice LEI: 815600835712F7BA2869
Member of the National Interbank Deposit Guarantee Fund
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