Services

Our high-level specialisation in financial services, accountability, and discretion and professionalism set Banca Finnat apart from traditional banks.

The Banca Finnat Euramerica S.p.A. Group offers a wide range of services including: Private Banking & Wealth ManagementTrusteeships, Services for Institutional Investors, the Advisory & Corporate Finance service, the Real Estate and Property Funds service and Banking Services.

The aim of the Private Banking and Family Office services is the global management of assets, considering the contingent and prospective business and family-related aspects unique to each customer.

With regard to the Trust Services, the Group’s trust companies offer trust registration and management services, management of family assets, and assistance for businesses and entrepreneurs for corporate problems.

Over the years, the Bank has stood out for its long experience and particular specialisation in Asset Management, satisfying the needs of its institutional customers with targeted solutions such as: brokerage, asset management with the portfolio management lines and the multi-segment "New Millennium" SICAV, Corporate Broking, placement activities, cash management services and loans.

Via the Advisory & Corporate Finance service, the Bank provides its private and institutional customers with advice and assistance regarding business finance transactions.

Banca Finnat uses InvestiRE SGR for the management of closed-end Real Estate Property Funds, aiming to provide a greater range of advanced financial instruments and services.

In the current context of volatile and dynamic financial instruments and markets, the Bank’s ability to offer its customers a Consultancy service, support in the identification of investment choices, and the periodic monitoring of the evolution of their portfolio and associated risk, is increasingly notable.

Finally, through its Banking Services, the Bank is able to offer all typical banking operations (credit transfers, cheques etc.) as well as the main accessory services (credit and debit cards, foreign currency exchange etc.).

Related Documents
Date Name
27-04-2021 Download HERE the Banca Finnat brochure

 

 

Our specialisation in financial services, transparency and confidentiality distinguishes Banca Finnat from conventional banks.