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 private assets of over € 22 billion.
You write private banking, you read Fineco.

Source: Interim Financial Report as at March 31, 2017

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
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
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
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
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

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.

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: Interim Financial Report as at March 31, 2017

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