Trusted advisors for secure investments
A team of advisors created to follow you at every stage of the management of your assets.
The Private Banking service provides you with financial advisers to formulate investment advice that best suits your needs and to build a relationship of trust that lasts over time, taking into account individual risk sensitivity, with a view to quality of service.
This service enables you to benefit from the support and advice of Cassa di Risparmio and allows you to be personally involved in the decision-making process, identifying in detail the objectives you want to pursue, according to:
- your return expectations
- your risk appetite
- your investment time frame
- your liquidity needs