Certification: a guarantee of quality
A global, integrated approach to putting your needs first
ISO-WISE consultancy opens the door to a process of financial, economic and personal wealth planning certified according to the UNI-ISO (UNI 11348:2018) standard.
Our financial advisors’ skills are certified by a challenging training course and a final exam with an external, independent accreditation body (UNI ISO 22222: 2008).
We listen to all your needs, whether simple or complex, with competence and professionalism. We plan your asset allocation in a global perspective, taking into account your lifestyle, your needs, your goals and their sustainability.
Planning in line with your needs
Understanding and projecting
An objective analysis of the present: the starting point to outline your vision of the future.
A relationship of profound understanding that translates into a structured and specific statistical diagnosis in response to the questions “who are you”, “what are you like” and “what do you have”
Needs analysis, to analyse and respond to your specific financial needs
Global analysis of your financial and real estate assets, held with Banca Widiba and with third parties
Planning and programming
Consultancy proposal and detailed recommendations based on the information collected and on your profile, your knowledge of the investment world and your risk propensity
Definition of a customised investment strategy and creation of a portfolio based on a scientific approach
Analyse and verify
Monitoring and analysis of portfolio performance to determine the status quo
Detailed reports providing a clear picture of your situation
Maximum transparency throughout, and consistent sharing of results
Everything you see in this photo is certified. In Banca Widiba, so is the person portrayed.
Find out more
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Certified consultancy to achieve your investment goals while protecting your assets.
ISO-WISE certified advisors throughout Italy.
Shed light on the path to fulfilling your goals with your certified advisor.
certified financial advisor
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Proven skills, combined with advanced technology and processes, guarantee a Global Advisory service in line with international ISO quality standards.
A certified consulting service to guarantee clear, transparent processes and results.
Certified consultancy: looking closely to see afar.
