We invest in developing our knowledge of all the clients’ growing needs.
At present we must highlight the integration of ESG criteria into the investment processes and the clarification of the legal framework for the client’s key events.
We think that the only way to provide our clients with the service they are actually seeking is by truly knowing their concerns and desires, both in the sphere of finance as well as in other more personal aspects. To this end, we enrich our commercial approach with the knowledge derived from “Behavioural Finance”, as developed by the Economics Nobel Prize winners Richard H. Thaler and Daniel Kahneman. Psychology applied to finance allows us to understand our clients’ needs, define their objectives more accurately and give them personalised advice.
New technologies such as Big Data and Machine Learning are one of Fineco’s major bets. They enable us to evolve our commercial model, capitalizing on our 35 years of experience and providing us with innovative tools to anticipate our clients’ needs and address them in a more proactive manner. A high quality service model as the basis for mutual trust.
Our clients’ investment decisions are deeply influenced by the legal and fiscal context. For this reason, we have the support of our legal department, which provides professional guidance regarding legal and tax issues derived from or related to the investment process. Relevant and specific asset management questions for individual investors as well as family businesses and legal entities of various kinds.
Throughout our history we have accompanied our institutional clients in the professionalization of their investment processes, which includes attendance to committees, training and even the co-development of their own investment protocol to enable investment decisions in good governance environment.