Consulting services
Relying on the professionalism of Private & Consulting means having a tailor-made service.
The strategy, the analysis, the reports, everything is designed based on the needs of the customer.
The strategy, the analysis, the reports, everything is designed based on the needs of the customer.
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Aggregation of financial positions and in-depth analysis of the entire securities portfolio
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Determination of the investment strategy and optimal asset allocation
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Optimization of the risk / return profile and reduction of management costs
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Increase in overall performance through a dynamic selection of securities
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Constant monitoring of portfolio risk through dedicated software systems
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Support for the corporate treasury function and periodic monitoring of investments
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Management of risks related to movements in interest rates and major currencies
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Implementation of strategies to hedge exposure to the commodity market
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Structuring of ad hoc bond issues of the main European financial intermediaries
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Application of quantitative and qualitative analyzes on specific markets or financial instruments
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In-depth and detailed analysis of the financial products in the portfolio
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Identification of the most effective strategies with which to minimize criticalities and costs
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Selection of investments that increase the overall return
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Constant monitoring of portfolio risk through specific software systems
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Management of risks arising from movements in interest rates and major currencies
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Use of signals based on automatic trading system trend follower or neutral market
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Implementation of strategies to hedge exposure to the stock market and currency
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Identification of the decorrelated quantitative models, to stabilize the NAV trend
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Constant monitoring of the main portfolio risk indicators through dedicated software
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Realization of custom automated trading systems on Forex, Equity, Bond and Commodity