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WEALTH MANAGEMENT • PRIVATE BANKING

Private Banking

Our private banking service provides independent advice to private individuals on the management of their wealth so as to maximize the achievement of their long-term goals.

A team committed to the client and to Fineco

We have the best team of people, devoted to their profession, strongly committed to the project long-term and upholding Fineco´s human values in each decision.

We have the best team of managers, specialized and continuously trained in the best private banking solutions as well as in the latest methodologies to meet each client’s needs.

More than 35 years of experience and investment in knowledge

We have the best team of managers, specialized and continuously trained in the best private banking solutions as well as in the latest methodologies to meet each client’s needs.

Independent organization without goals

Our managers do not have personal or product goals. Their main duty is to do things well for each client in the long term.

From “the best solution” to “the best solution for each client”. Our team comprises people and resources specialized in different areas (legal, analysis and management, risks…) which we put at every client’s disposal.
Below are some of the parameters we take into account so as to better know each client and their needs.

Multidisciplinary approach at the client’s service

From “the best solution” to “the best solution for each client”. Our team comprises people and resources specialized in different areas (legal, analysis and management, risks…) which we put at every client’s disposal.
Below are some of the parameters we take into account so as to better know each client and their needs.

1. DNA

2. Experience and knowledge as an investor

3. Financial objectives

4. Non-financial objectives

5. Governance context

Liquidity

Training

Taxation

Family

Future planning

Inheritances

Corporate structure

Family structure / "Family Office"

Natural person / Legal person

Institutions

Expected return

Risk appetite

Time frame

Liquidity

Training

Taxation

Family

Future planning

Inheritances

Low

Medium

High

ESG profile

Management style

Decision-making process

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