wealth management services
Spread the love
Spread the love

Sharing is caring!

Asset management is a service that is offered by asset management professionals (such as banks, SIM, and SGR) to whom the customer delegates the management of its capital. The specification of the movable term is necessary to clarify that, in this context; reference is made only to the management of capital. If instead, we were dealing with real estate wealth management services we would be talking about the management, in fact, of the properties, as the term suggests.

wealth management services

Asset management has an indefinite duration, and the customer can request at any time the partial or total repayment of his capital. The repayment times are fast and coincide with those needed to disinvest the securities in the portfolio. At predefined time intervals, a report is sent to the customer on the situation and on the management trend.

How does asset management work?

The customer contacts the management company of his choice and, behind the signing of a contract (management mandate) and the payment of the sum he intends to invest, entrusts to specialize companies the construction and management of his own portfolio of securities investments. After completing a questionnaire, in order to identify its objectives and its risk profile, the customer opens a relationship with the