Why choose us
Widiba's new certified service model offers personalized support in all areas of financial, economic and equity planning.
It is not about learning technical information; the aim is not to turn you into a financial expert.
It encourages virtuous conduct that helps make informed decisions today that will have a positive outcome for the future.
The first bank to offer a certified Global Advisory service through an accredited and independent body, in line with the international ISO standards.
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DECIDE YOUR FUTURE
Because we meet your needs
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Investment projects
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Asset management and succession planning
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Protection and social security
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Trusteeship
Because we work alongside you
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Investment check-ups
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Definition of an investment plan
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Portfolio construction
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Continuous monitoring
Relationships and technology
Because of our approach
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A 360° offering
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Independent management with no conflicts of interest
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Portfolio diversification with the best international asset management companies
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Customisation to ensure safety, value and wellbeing
Widiba inside
WISE, technology at the service of our financial advisors' expertise
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Asset and investment check-ups
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Definition of an investment strategy
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Portfolio construction
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Monitoring progress and results
Wherever you are
Exchange ideas on the best way forward
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Track the performance of your savings from any device
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Sign and approve your Financial Advisor's proposals digitally, also from your mobile device with an sms
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Stay connected with your Financial Advisor via our web collaboration service
Switch to Widiba
The value of establishing sound relationships
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For full details of the terms and conditions of the products and services advertised, please consult the Info Factsheets and the pre-contractual policy statement available from the Transparency section of the website widiba.it.
