private banking Roma

Private Banking

A Private Banker, besides being a consultant with financial skills and expertise, is your personal assistent in choosing the right solutions for the protection and development of all your assets which guarantees you maintaning your lifestyle throughout the years.


He will helps you with heritage planification and getting fiscal efficiency of your assets. He will get to know all your financial needs and will help you to set your goals, beginning a relation based on a constant and reciprocal trust.

His task starts with a thourough check up of all your assets, exploring your needs and prepare a personal financial proposal which will be implementated and improved during your life-cycle.


The tools that will be used: