COUNSELING
PATRIMONIAL
It allows for an initial diagnosis of the relationship between assets, commitments, and expected flows and enables the identification of useful tools to improve performance and contain risks.
Prometeia Advisor Sim was established in April 2006, anticipating the transposition in Italy of the MiFID directive and with the aim of providing maximum transparency to the advisory activity aimed at institutional investors, a segment in which it has been, for several years, the market leader. At the end of 2022, the Company followed more than 115 investors performing services on assets of more than 150 billion euros.
It is authorized to provide investment advisory services and order receipt and transmission (as well as brokerage).
It boasts a prestigious client portfolio, including foundations (banking and non-banking), pension funds, pension and health care funds, banks, confidiums, cooperatives, family businesses and family offices.
Distinctive features that provide immediate and tangible value to Clients:
Consulenza Patrimoniale
- specialization in financial advice to Institutional Investors;
- absolute independence from financial management houses and more generally from financial institutions;
- organizational and operational structure adequate to support Clients' operational needs;
- transparency of costs for "fee only" advisory service by service modules according to the complexity of the portfolio and support required.
Consulenza Patrimoniale
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