Discretionary Portfolio Management


 

Fideuram Asset Management SGR’s discretionary portfolio management competencies enable access to the opportunities offered by financial markets as a result of a vast and complete product offering. This allows the client to choose between products offered by the Fideuram Intesa Sanpaolo Private Banking product range and the solutions available from the most prestigious investment companies worldwide, all of which are meticulously hand-picked.

Omnia provides the highest personalization, diversification and flexibility level, thus allowing to open different lines at the same time and change the combination over time, also leveraging the future development of the range.
It provides the opportunity to build a diversified and well-balanced portfolio by making the most of the core-satellite approach.
It ensures cost optimization and tax efficiency.


FIDEURAM OMNIA


Fideuram Omnia is a single-agreement discretionary portfolio management service by Fideuram Asset Management SGR providing access to a "full and comprehensive range of discretionary portfolio management lines".
Omnia provides the highest personalization, diversification and flexibility level, thus allowing to open different lines at the same time and change the combination over time, also leveraging the future development of the range.
It provides the opportunity to build a diversified and well-balanced portfolio by making the most of the core-satellite approach.
It ensures cost optimization and tax efficiency




FOGLI FIDEURAM

 

Fogli Fideuram is a discretionary portfolio management service created by Fideuram Asset Management SGR that offers access to an innovative investment platform which trades securities, ETFs and funds.
The high degree of customisation, the breadth of the investable universe, the innovative proposals with specific market themes and the flexibility of the service all foster a cutting-edge investment solution that adapts to the needs of every individual client.



CONTRATTO UNICO Discretionary Portfolio Management

 

The offer of Discretionary Portfolio Management which includes a wide range of lines with diversified risk / return profiles on the international financial markets, with the possibility of easily modifying investment choices thanks to the "navigability" between the lines and making multiline investments on the whole offer.






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To know more about our products visit our placement agents visit: FideuramIntesa Sanpaolo Private Banking and Sanpaolo Invest