OUR SERVICES
Advisory
Financial advice at Banca del Sempione
We provide you with close, proactive and professional follow-up, to give you the best possible advice for all your investment choices.
SERVICES // ADVISORY
Personalized Portfolio: invest with confidence with our Advisoryservices
After signing a mandate and deciding on a risk profile, we support you in building a portfolio that fully meets your financial requirements, entirely in line with your risk tolerance.
Our advisory service constantly monitors your portfolio to ensure maximum consistency between investment objectives and limits.
SERVICES // ADVISORY
The tools and services at your disposal
- Drafting of investment proposals.
- We maintain an investment universe that covers a wide range of asset classes (equities, bonds, FX, commodities, alternatives), with a spread of instruments (securities, funds, structured products) to meet all your needs.
- Constant monitoring of your investments, to optimize the risk/return profile of the portfolio and ensure compliance with your investment objectives and the agreed risk limits.
Do you want to learn more about our services or discuss your financial needs?