PRODUCTS AND SERVICES

FOUR REASONS FOR BECOMING OUR CLIENT

1To exploit the experience, reliability and professional skills our management team has demonstrated over the years.

2To be sure of no unpleasant surprises when it comes to account and deposit management fees: both ZERO

3Because with us you will never be a share of just any asset management.

4Because honest social responsibility is in our DNA.

INDIVIDUAL ASSET MANAGEMENT

The arbitrage asset management pursues a dynamic and active investment strategy and is designed to exploit arbitrage opportunities in the markets. The term arbitrage refers to all transactions aimed at taking advantage of market inefficiencies by capturing the pricing discrepancies that exist between related instruments. This method exploits the different behaviour of financial instruments in periods of particularly high volatility. The asset management aims to produce positive returns within the calendar year.

For investors with a Low risk profile.

The bond securities asset management pursues a dynamic and active investment strategy focused on the purchase and sale of bonds. Portfolio composition and asset allocation are mainly based on trends in the economy and international markets, so that preference is given to different classes of issuers rather than others. This flexible approach gives the asset manager considerable freedom of movement to act within the limits of the law and the terms of the mandate.

For investors with a Low risk profile.

The balanced asset management pursues a dynamic and active investment strategy over an intermediate-term timeframe. Portfolio composition and asset allocation are mainly based on trends in the economy and international markets, so that preference is given to a certain type of financial instrument rather than another.

For investors with a Medium risk profile.