We know what it takes to manage assets or income: we help clients and their families, suggesting the best strategies for protecting and passing down the asset to future generations

Banca Finnat has a long tradition in asset management for wealthy families, resulting from inheritance or the sale of assets such as companies or real estate. We know the personal and family dynamics and offer advisory and asset management support, with an integrated approach aimed at combining investment solutions with wealth management and asset protection tools.

We also have extensive experience in insurance, aimed at guaranteeing annuities and inheritance planning tools.



Our specialisation in financial services, transparency and confidentiality distinguishes Banca Finnat from conventional banks.