WEALTH COLLECTION Discretionary Portfolio Management
The offer of Wealth Collection Discretionary Portfolio Management is characterized by flexibility: the customer, according to their investment needs and their risk profile, can choose to freely combine between the numerous lines that make up the 4 families.
Family consisting of global balanced lines with an active and flexible management style that invest in both stocks and funds. They have a high degree of customization and are dedicated to High Net Worth customers.
Family consisting of lines dedicated to specific asset classes that invest in both stocks and funds.
Global balanced lines, characterized by different risk-return profiles, which invest in stocks and funds.
Global balanced lines, characterized by different risk-return profiles, which invest only in funds.
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