Advice and planning
Your personal manager will inform you about the evolution of the markets and the best investment opportunities 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 analyses your profile and needs to be able to offer you fully personalised advice. They identify the investments of most interest to you, keeping a permanent eye on the state of your portfolio and checking the evolution of your investments to adapt them to the current financial situation.
How can I receive the Newsletter?
How often do I receive the Newsletter?
The Banca Personal Newsletter brings you the latest information from the different geographical and financial markets on a weekly basis.