Liability management investment banking

Investire

Bank of Italy Circular 288

We are an independent Family Office offering services capable of responding to all issues related to the management and administration of private or corporate capital. We assist national and international clients, providing a global network of expertise.

Asset Management Asset management are forms of investment that allow the saver to entrust, through a mandate, the investment of their assets to a manager. Unlike mutual funds, asset management is not carried out “upstream” but separately for each client of the manager, according to their own risk profile and needs.

Investment advice Investment advice is concerned with the development and planning of a financial strategy. The client is involved in this process and in decision-making.

Asset Surveillance / Consolidation Surveillance of the work of banks or third-party asset managers. Consolidation of securities in order to have a global view of one’s own investments by monitoring their risks.

Foi bank of italy

We value people, promote diversity and invest in continuous learning and professional growth by creating a work environment that is transparent, collaborative and accessible to all.

The five pillars that make up the People Strategy (Culture; Development of New Skills; Leadership and Talent; Organization; Excellence) also represent the challenges that we, as Banca Generali, have undertaken and will undertake in the coming years for sustainable growth.

Personal and professional growth and the improvement of the managerial and technical skills of our employees are fundamental pillars for achieving the challenging objectives of the strategic plan.

In this regard, we invest constant attention in the development of training courses dedicated to the protection of customers’ personal data, according to the current Privacy legislation, to the anti-money laundering discipline and, in step with technological development, to the timely in-depth study of Cyber Security issues.

Bank of Italy Circular 263

By accessing the section of the website reserved for the “Institutional Investor”, the user must agree, confirm and certify that he/she is a “Professional Customer by right” on the basis of the following definition.

h) subjects that exclusively carry out trading on their own account on financial instrument markets and that indirectly adhere to the settlement service, as well as to the clearing and guarantee system (locals);

By accessing the section of the website reserved for the “Financial Advisor/Locator”, the user must consent, confirm and certify that he/she belongs to one of the types of parties identified below

a) persons operating on behalf of intermediaries authorized to provide investment services pursuant to Legislative Decree no. 58/98 (e.g. corporate officers and private bankers), self-employed financial advisors and financial advisors authorized to offer services outside their offices as defined respectively in art. 18-bis and art. 31 of Legislative Decree no. 58/98;

Circular 285 bank of italy 2013

By accessing the section of the site reserved for the “Consultant/Collector”, the user must consent, confirm and certify that they belong to a type of subject identified below. The following are defined as “Consultants/Collectors”:

a) the parties operating on behalf of intermediaries authorized to provide investment services pursuant to Legislative Decree no. 58/98 (e.g. corporate officers and private bankers), independent financial advisors and financial advisors authorized to offer products outside their offices as defined in art. 18-bis and art. 31 respectively of Legislative Decree no. 58/98;

By accessing the section of the website reserved for the “Institutional Investor”, the user must consent, confirm and certify that he/she is a “Professional Client by right” on the basis of the following definition.

h) Subjects that exclusively carry out trading on their own account on financial instrument markets and that indirectly adhere to the settlement service, as well as to the clearing and guarantee system (locals);

Ciao, mi chiamo Coletta, amo i viaggi, lo sport e da 7 anni gestisco questa fantastica community, Santedespito. Siamo qui per risolvere i tuoi dubbi sulle formalità italiane. Andiamo!