ADVANCED ADVISORY SERVICE
A tailor made suit
“Cassa Lombarda-Private Advisory” is a highly personalized Advisory service based on the collaboration process between the Private Banker and the Active Advice & Customized Solution internal specialist Teams. The goal is to meet the needs of clients by providing them with a harmonious system of expertise, tools and procedures. In line with the different offerings based on various service level agreements, the service gives clients access to high value-added contents, including the analysis and elaboration of high personalized proposals, constantly up-to-date technical and market reports, personalised portfolio reporting, continuous portfolio Risk profile monitoring, and preferential access to the Advisory Team’s specialists — satisfying even the most specific and/or sophisticated demands in a pragmatic and dynamic fashion.
STRENGTHS
- open and guided architecture
- high level of personalisation
- active monitoring of investment funds
- one-to-one meetings with the advisory team
- private insurance and generational handovers
- access to the publications of the advisory and research & investment teams
- tax optimisation
- comprehensive financial advice
