Private Solutions designed
especially for you
Private Banking in Fineco means creating a deeper relationship with every customer. Helping them to achieve life goals, combining advanced planning technology with the unique professional competence of our consultants. That is how we became the most highly recommended bank in the world, with €45.3 billion of Private Assets.
You write Private Banking, you read Fineco.
Source: PR - Results FY22
A matter of relationships
We just have one objective: your success. To increase your capital, protect it or transfer it: your priority is our priority. We give you our precise commitment, starting with your requirements and revolving around a solid, transparent relationship, with a methodical, circular approach to investing.
We always start with your requirements
Our Private Bankers will help you make important decisions on your future finances. They will find out about your life goals in detail to help you to define a comprehensive management and protection strategy for your assets. Tailor-made responses.
GROWTH
We create and manage global, diversified investment solutions to help your assets grow in line with your priorities.- Tailor-made Solutions
- Portfolio Analysis & Monitoring
- Investment Advisory
- Fund Research & Selection
PROTECTION
We will ensure tax optimisation, legal planning and maximum protection for your family’s assets through our wealth protection services.- Insurance Advisory
- Tax & Legal Advisory
- Real Estate Advisory
SUCCESSION
We will plan generational transfers in detail, taking care of all tax and inheritance aspects related to the transfer of assets.- Rules and governance of family relationships
- Inheritance planning
COMPANY
We will help your family business during its transition and development stages, assisting you with the strategic, legal and tax choices.- M&A Advisory
- Extraordinary transactions
- Tailor-made Solutions
- Portfolio Analysis & Monitoring
- Investment Advisory
- Fund Research & Selection
- Insurance Advisory
- Tax & Legal Advisory
- Real Estate Advisory
- Rules and governance of family relationships
- Inheritance planning
- M&A Advisory
- Extraordinary transactions
Our main value: uniqueness
You are unique. The solutions that we create for you will also be unique. This is our Private Banking philosophy since we can only understand your requirements in detail by direct, constant contact, in order to create a fully customised financial plan for your future.
A circular approach
Management, protection and transmission of assets are complex activities that require constant commitment. This is why we work with a “circular” type approach: we start with the objectives, analyse the market opportunities, define a strategy and continuously manage the portfolio by constant monitoring and rebalancing.
DIAGNOSIS
We will assess the quality, return and actual risk of your current investments
STRATEGY
Sharing the goals to reach, time frames and levels of risk desired
INVESTMENT PLAN
Choice of more suitable instruments to carry out the strategy
MONITORING
Checking objectives and risk levels, with periodic rebalancing
STATEMENTS
Regular statements, with maximum details on your assets and reaching your objectives
DIAGNOSIS
We will assess the quality, return and actual risk of your current investments
STRATEGY
Sharing the goals to reach, time frames and levels of risk desired
INVESTMENT PLAN
Choice of more suitable instruments to carry out the strategy
MONITORING
Checking objectives and risk levels, with periodic rebalancing
STATEMENTS
Regular statements, with maximum details on your assets and reaching your objectives
The Fineco Private Banker
Trust, integrity and knowledge. Our Private customer consultants are all professionals, exclusively linked to Fineco, and with long experience in financial consulting. We continuously invest in the development and updating of their skills, through technical and economic training all year long in order to guarantee maximum service levels.
Exclusivity
The Fineco Infinite card by Visa is just one of the many benefits reserved to our Private customers. In addition to the personalised services, advantages, and access to an array of unique opportunities.
Innovation is also tailor-made
Personal relationships are essential, but nowadays' digital channels offer unprecedented possibilities: with the innovative "web collaboration" you can communicate with your Private Banker even on-line, in a simple, fast and secure way.
Credit Lombard
The ideal solution for those who hold important investments and want to get a liquidity reserve.
Up to € 1 million at reduced rates, with no investigation nor commitment fees and without renouncing to investment strategies and possible rebalancing.
Cambio valuta Multicurrency
Il servizio integrato nel conto che consente di diversificare la liquidità e gli investimenti nelle principali valute mondiali. Senza commissioni di cambio, e con spread ridotti fino al 50% per le operazioni di cambio valuta superiori a €500.000.
- Riduzione del 40% per tutti i cambi valuta di controvalore compreso tra €500.000 e €1.000.000
- Riduzione del 50% per tutti i cambi valuta di controvalore superiore a €1.000.000
Private: better value, more benefits
Being part of the Private Banking world means enjoying exclusive benefits, personalised initiatives, reserved promotions and services conceived to make your experience with Fineco unique and personal. The advantages to being a Private customer are continuously developing. We will keep you updated on all the news and new advantages that will be introduced shortly.
Source: PR - Results FY22*Net profit adjusted for non-recurring itemsFineco Private Banking, un mondo di vantaggi
Accedi a servizi dedicati e condizioni di conto esclusive