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With services exclusively for our Banca Personal customers
Advice and planning
Your personal manager will let you know about how the markets are performing and what the best investment opportunities are for you according to your needs and expectations
- Personalised advice according to your investment profile and needs.
- With the support of an expert team in markets.
- Your manager wil monitor your investments and will always be available through the digital service channels.
What kind of advice will my manager give me?
Your personal manager will analyse your profile and needs to be able to offer you fully personalised advice. They will identify the most interesting investments for you, and will constantly monitor your portfolio and check how your investments perform to then adapt them to the current financial situation.