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Consultancy and technology together
to give your future serenity

Consultancy and technology together
to plan your children's future

Consultancy and technology together
to help you invest better

The Fineco difference

You centre, technology at your side. This is our advice blueprint. A professional guide who listens to your goals. And intelligent technology that works with you to plan your strategy easily and cost efficiently.

HUMAN

Your advisor is ready to listen to your needs and find the right investment choices for you.

TECHNOLOGICAL

We have built state of the art software that constantly monitors your portfolio.

EASY

Talk to your advisor online or with our app, safely and in your own time.

TRANSPARENT

No hidden costs and graphic reporting that illustrates in full detail how your investments are progressing.

Building your future

Your financial future is not just a question of numbers.
The person behind the figures is important for us.

Lets find the answers together

Life is full of questions. Our Personal Financial Advisors can help you find the right answers to plan your goals and look to the future with confidence.Whatever your needs, we will always be by your side.

Make the most of your assets

With risk monitoring and investment diversification you can seize the opportunities offered by a changing market.

Protect your capital

With our insurance solutions you can protect part of your capital, without sacrificing your returns.

Find out more

Realise an ambition

We build targeted strategies to help you realise your projects calmly and soundly. Even those most ambitious.

Look to the long term

We help you plan your investments to keep your lifestyle even in retirement and look calm to the future.

Find out more

Manage the unexpected

Predicting the future is impossible. But we can help you carry through with unpredictable events.

Plan the future

We support you to get efficient tax solutions and to pass down your assets to your loved ones.

Fineco is one of the leading FinTech banks in Europe.
Since 1999 we have been investing in technology to provide our consultants with the tools to offer you investment solutions that are truly tailored to your needs.

If you are thinking about your future, talk to one of our Personal Financial Advisors

One solution, many opportunities

We will help you manage your assets and investments in a holistic way. Your Fineco advisor can take care of your financial and future well-being, helping you build a peaceful future.

Discover the Fineco difference and contact us to talk about:

  • Advice on Investments
  • Mortgages and Lombard Credit
  • Insurance solutions
  • Liquidity management

Cutting-edge advice, straightforward service

Your Personal Financial Advisor can offer you Fineco Advice– our personalised advisory service for high-wealth clients, able to satisfy many needs: from succession planning to tax efficiency.

Made to measure advice

With the help of state of the art technology, your Personal Financial Advisor can help you find investments tailor made for you, that fit you and your goals.

You can choose multi-asset products, including not only multi-brand funds, but also securities, bonds, ETFs.

Achieve your goals in 5 steps with Fineco's advanced advice services.

APPOINTMENT
GOALS
CHECK-UP
START UP
MONITORING

1. Make an appointment

Contact us to set up an introductory meeting with a Personal Financial Advisor in a Fineco Center.

2. Identify your objectives

Together with your advisor, identify your objectives, define your priorities and decide on your time frame to achieve them.

3. First Check-up

With our cutting edge software, the Personal Financial Advisor can analyse your current portfolio and evaluate its overall quality.

Risk/Return Index
Risk/Return Index
Risk/Return Index

LOW

MEDIUM

MEDIUM

4. Define your strategy

Your consultant will offer you a personalised investment plan, explaining the strategy, tools and the level of risk/return in detail.

5. Continuous monitoring

Your Personal Financial Advisor will constantly monitor and use real-time alerts to check how your portfolio evolves. So you can be sure you are always on the right path.

Check your objectives

Monitoring the performance of your investments compared to the defined objectives.

Quality monitoring

Checking your effective level of risk/return

Real-time alerts

Instant notification in the event of significant market changes.

Rebalancing

When necessary, your portfolio will be periodically recalibrated.

Our range of asset management products

Fineco Asset Management is the savings management company under Irish law, wholly owned by FinecoBank. It puts together outstanding products that can add more value to your investments using the finest skills available on the market.

Fineco Asset Management funds enhance the wide range of those offered by Fineco made up of over 60 of the most prestigious international management companies

Some people call it Private Banking.
For us, it’s your future.

Discover Fineco Private Banking

Solidity you can count on

Fineco is the most used multichannel direct bank in Europe for investments and one of the most solid companies in Italy (CET1 at 20.98%). Almost 1.3 million customers trust Fineco with their savings: with total assets of €74.1 billion, €29 billion in the Private Banking segment.

If you are looking for a financial solution to simplify and improve your life, contact us for advice in the strictest confidence.

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Fineco Plus: for all conditions relating to the advertised products and services, reference must be made to the Fineco Plus investment advisory contract, the information sheets and the documentation required under current regulations, available on the website www.finecobank.com and from Fineco Financial Advisors authorised for cold-calling. In providing the advisory service, the Bank neither promises nor guarantees attainment of results in terms of financial yields, and neither is it liable for any detrimental consequences arising from the subsequent and autonomous choice of the client to make investment or disinvestment choices. All products and services offered require the client to open a Fineco current account.

Fineco Advice: is a fee-based investment advisory service reserved to Fineco current account holders. It is promoted and can be purchased exclusively through the Fineco Financial Advisors network, where the terms and conditions of the service can be found. The advisory service does not in any way entail any promise or warranty regarding financial returns. Accordingly, the Bank accepts no liability for any losses of any kind borne by the client or for earnings that are lower than expected.

CORE Series: an open-end fund administrated under Luxembourg law by Fineco Asset Management DAC (an Irish company wholly owned by FinecoBank S.p.A), with an umbrella and multi-class structure, placed exclusively by FinecoBank SpA. The CORE Series investment policy takes into account only funds of high qualitative and quantitative level, with the best fund ratings assigned by the main independent agencies.
The provided information is indicative and not exhaustive with regard to the characteristics, nature and risks of the financial products mentioned and/or the related investment. In no case may it be considered an offer or solicitation to purchase funds, nor the subject of a personalized recommendation, either to persons residing in Italy or to persons residing in other jurisdictions, especially when such offer and/or promotion is not authorized in those jurisdictions and/or is against the law if addressed to such persons. This is an investment in shares of investment funds: the value of the share is variable over time and is always available on the FinecoBank website and at www.finecoassetmanagement.com. Past performance is not indicative of future performance. There is no guarantee of equal returns in the future.
Before subscribing, read the KIID that the investor must provide prior to subscribing and the Prospectus available on this website, at Fineco's financial advisors and at www.finecoassetmanagement.com. For all conditions relating to the advertised products and services, please refer to the information sheets and information documents required by current regulations, which are also available at the Bank's financial advisors. All offered products and services require the opening of a Fineco bank account.

FAM Series Funds: comparti di FAM Series UCITS ICAV (organismo di investimento collettivo del risparmio di diritto irlandese a struttura multicomparto e multiclasse), collocati in via esclusiva da FinecoBank SpA.
Le informazioni riportate hanno valore indicativo e non sono complete circa le caratteristiche, la natura e i rischi dei prodotti finanziari menzionati e/o del relativo investimento. In nessun caso possono essere considerate un'offerta o una sollecitazione all'acquisto dei fondi, ne' oggetto di raccomandazione personalizzata, nè nei confronti di persone residenti in Italia nè di persone residenti in altre giurisdizioni, a maggior ragione quando tale offerta e/o promozione non sia autorizzata in tali giurisdizioni e/o sia contra legem se rivolta alle suddette persone. Trattasi di investimento in quote di fondi comuni d'investimento: il valore della quota è variabile nel tempo ed è sempre consultabile sul sito di FinecoBank e di FAM. I rendimenti passati non sono indicativi di quelli futuri. Non vi è garanzia di ottenimento di uguali rendimenti per il futuro. Prima dell'adesione leggere il KIID che il proponente l'investimento deve consegnare prima della sottoscrizione, e il Prospetto, disponibili sui siti www.finecobank.com, www.finecoassetmanagement.com e anche presso i consulenti finanziari abilitati all'offerta fuori sede di FinecoBank.

Per tutte le condizioni relative ai prodotti e servizi pubblicizzati occorre fare riferimento ai fogli informativi e alla documentazione informativa prescritta dalla normativa vigente, disponibili anche presso i consulenti finanziari della Banca. Tutti i prodotti e servizi offerti presuppongono l'apertura di un conto corrente Fineco.

Total Assets €74.1 bn: Consolidated Interim Financial Report as at March 31st, 2019 – Press Release

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