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Banca Finnat | The selection Method| Institutional Site

Banca Finnat

Banca Finnat | The selection Method| Institutional Site


  • Starting from the requests of the customer, which may concern the individual instrument or the portfolio, on a strategic or tactical basis
  • “Ideal weights” of the various asset classes (shares, bonds, etc.) and sub-asset classes (European, American shares, etc.) are identified for each model portfolio
  • The advisor chooses the recommendable financial instruments from the asset classes
  • The customer’s portfolio is subject every six months to in-depth analysis aimed at identifying the compatibility with the tolerable risk levels and the degree of consistency with the model portfolio processed by the bank’s operators
Method - Documentation

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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. 5369
Holding Company of the Banca Finnat Euramerica Italian banking group,
enrolled in the Banca d’Italia’s Register of banking groups No. 5557
Enrolled in the Rome Companies’ Register Tax Code No. 00168220069 - VAT No. 0085601004 - SDI recipient code: IOPVBGU
R.E.A. n.444286 – ABI 3087.4 – BIC code: FNATITRRXXX – LEI code: 815600835712F7BA2869
Member of the National Interbank Deposit Guarantee Fund
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