TAILOR MADE MANDATES
Institutional mandates offer customized portfolio management designed to meet our clients’ needs.
We work with our clients to identify and implement a strategy aligned with their performance objectives and specific risk propensity levels.
PENSPLAN PROFI ETHICAL LIFE CYCLE
PensPlan Profi is the open pension fund founded by our company, partner of the Pensplan Project. Thanks to a collaboration with the Banca Etica Group, the Fund is characterized by the investment in financial instruments with a high profile of social and environmental responsibility and by a “life cycle” advisory service that defines the optimal investment scenario according to the age of the member.
GENERATION DYNAMIC ISP
Generation Dynamic ISP - a plan for your family and the real economy - is an open-ended mutual fund under the Italian law for long-term savings plans (ISP) in accordance with the Italian Budget Law 2017 (Law no. 232 dated December 11, 2016).
ISPs are a medium-long investment with a tax incentive in order to channel private savings to Italian companies.
THE COMPANY IN NUMBERS
YEARS ON THE MARKET
MILLIONS OF MANAGED ASSETS
MILLIONS OF ASSETS MANAGED ON THE TERRITORY
Financial management from the territory to the territory
We are the reference partners of public and private investors who support the uniqueness of our territory.
We offer innovative financial solutions to promote real estate and infrastructure development plans and the growth of our economic texture.