New Private Banking Investment Advisory Service

Banco Finantia recently launched a new Investment Advisory service, diversifying its Private Banking portfolio by offering personalized financial investment consultancy to eligible clients.

The service is adjusted to the specificity of each investor’s risk profile, considering his knowledge, experience, financial capacity and investment objectives during a given time horizon, and can be provided to potential or effective clients, within the scope of operations with financial instruments (funds, bonds and shares).

Oriented towards investments above €250,000, this personalized advisory service can be directly requested by the client or proposed at the initiative of a Finantia Private Banker. Complemented by the experience and know-how of an Investment Advisor at Banco Finantia, it aims at being a strategic added-value tool, as the final decision itself will ultimately depend solely on the investor’s will. 

Find out all the advantages of this service at Why choose this consultancy service?

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