{"id":7243,"date":"2021-01-21T09:00:25","date_gmt":"2021-01-21T09:00:25","guid":{"rendered":"http:\/\/213.146.202.110\/?p=7243"},"modified":"2026-08-11T10:29:50","modified_gmt":"2026-08-11T10:29:50","slug":"new-private-banking-investment-advisory-service","status":"publish","type":"post","link":"https:\/\/www.finantia.com\/en\/2021\/01\/21\/new-private-banking-investment-advisory-service\/","title":{"rendered":"New Private Banking Investment Advisory Service"},"content":{"rendered":"<p>Banco Finantia recently launched its new Investment Advisory service, diversifying its Private Banking offering by providing clients with personalised advice on financial investments.<\/p>\n<p>It is tailored to the specific risk profile of each investor, based on their knowledge, experience, financial capacity and return objectives, for a given time horizon, and is provided to potential or existing clients in connection with transactions involving financial instruments (funds, bonds and equities).<\/p>\n<p>Intended for clients with assets exceeding \u20ac250,000.00, the advisory service may be requested directly by the client or proposed at the initiative of the Finantia Private Banker, and is complemented by the experience and know-how of a Banco Finantia Investment Advisor as a decision-support tool for investment decisions, with the final decision always remaining with the client. Learn about all the advantages of this service in <a href=\"https:\/\/www.finantia.com\/pt\/banca-privada\/consultoria-para-investimento\/\" target=\"_blank\" rel=\"noopener\">Why choose this advisory service?<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Banco Finantia recently launched its new Investment Advisory service, diversifying its Private Banking offering by providing clients with personalised advice on financial investments. It is tailored to the specific risk profile of each investor, based on their knowledge, experience, financial capacity and return objectives, for a given time horizon, and is provided to potential or [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":7239,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[97],"tags":[103,95,117],"class_list":["post-7243","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-institutional","tag-investment-advisory","tag-private-banking"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/posts\/7243","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/comments?post=7243"}],"version-history":[{"count":1,"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/posts\/7243\/revisions"}],"predecessor-version":[{"id":11444,"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/posts\/7243\/revisions\/11444"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/media\/7239"}],"wp:attachment":[{"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/media?parent=7243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/categories?post=7243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finantia.com\/en\/wp-json\/wp\/v2\/tags?post=7243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}