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.
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
Ti aiutiamo a pianificare i tuoi investimenti per mantenere il tuo stile di vita anche in pensione e guardare sereni al futuro.
Gestire gli imprevisti
Prevedere il futuro è impossibile. Ma noi possiamo aiutarti a far fronte anche a eventi improvvisi e imprevedibili.
Pianificare il passaggio generazionale
Ti affianchiamo per ottenere soluzioni fiscali efficienti e per progettare la trasmissione del patrimonio ai tuoi cari.
Fineco è una delle più importanti banche FinTech in Europa.
Dal 1999 investiamo in tecnologia e la mettiamo a disposizione dei nostri consulenti per offrirti soluzioni di investimento costruite davvero su misura per i tuoi bisogni.
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
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.
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.
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.
Checking your effective level of risk/return
Instant notification in the event of significant market changes.
When necessary, your portfolio will be periodically recalibrated.
La nostra offerta di prodotti finanziari gestiti
Fineco Asset Management è la società di gestione del risparmio di diritto irlandese, interamente partecipata da FinecoBank. Utilizzando le migliori competenze sul mercato crea prodotti di eccellenza in grado di dare più valore ai tuoi investimenti.
I fondi di Fineco Asset Management vanno ad arricchire l'ampia gamma di offerta Fineco formata da oltre 60 tra le più prestigiose società di gestione internazionali
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.
Your advisor is ready to listen to your needs and find the right investment choices for you.
We have built state of the art software that constantly monitors your portfolio.
Talk to your advisor online or with our app, safely and in your own time.
No hidden costs and graphic reporting that illustrates in full detail how your investments are progressing.
An integrated vision of your equity
With a personalised approach and the support of a team of specialists, our Private Bankers can provide you with a global view of your current financial situation. Together you will build a strategy for all your needs, including:
- Tax and equity planning
- Pension income planning
- Business succession planning
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 20.46%). Over 1.2 million customers trust Fineco with their savings: with total assets of €70.9 billion, €27,5 billion in the Private Banking segment.