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Toll-free number

From Italy: 800 22 55 77

From abroad: +39 06 45560210

Da lunedì a venerdì dalle 8:30 alle 22. Il sabato dalle 9 alle 17.

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Asset management

Solutions designed around custom goals

OPEN ACCOUNT

Advertising message for promotional purposes. The information provided shall not be construed as an invitation from the Bank to perform a particular transaction or as a suggestion to implement a particular operation, nor shall it be construed as an offer to buy or sell financial instruments. Prior to the investment, please read the pre-contractual policy statement and the Contractual Conditions carefully in order to obtain full information, respectively, on the characteristics of the Asset Management service and the related risks and costs, and therefore be able to make an informed investment decision. All the documents mentioned are available and more information can be obtained from the Bank’s authorised staff. Provision of the Asset Management service shall be subject to checking the investor or potential investor’s knowledge and experience of investments in financial instruments, their financial situation, including the ability to sustain losses, and their investment objectives and risk tolerance. The capitalised Terms used herein, unless otherwise defined, shall have the same meaning as in the pre-contractual policy statement and Contractual Conditions of the Asset Management agreement.
For all conditions relating to the Widiba Account, please refer to the Info Factsheets and the pre-contractual policy statement available in the Transparency section of the website bancawidiba.it.

Asset management

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Asset management

Flexible solutions designed for those seeking to delegate their asset management to a team of specialised professionals, with the support of their Financial Advisor, and to offer

  • Access to a wide range of management lines

  • Solutions diversified by industry, tool and strategy

  • Customisation of all investment choices

  • Continuous portfolio monitoring

  • Online management of transactions and displaying of investments

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Our offering

Banca Widiba offers three Asset Management Catalogues with different

  • Levels of investment customisation

  • Degrees of client participation in building the portfolio

  • Risk and return profiles

  • Invested Financial Instruments

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GP System Portfolio

Dynamic investment

  • Highly diversified multi-line catalogue

  • Investment allocation on one or more lines within the same contract

  • Full or partial switching between lines is always possible

  • Minimum investment from 5,000€

For detailed information on the characteristics of the Asset Management service and the related risks and costs, please read carefully the information sheet available at the offices of the Financial Advisors

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GP Alta Gamma

The flexible strategy

  • Active client participation in building the investment

  • Portfolio customisation throughout the lifecycle of the Asset Management service

  • Wide range of financial instruments

  • Modular strategy to meet multiple investment needs

For detailed information on the characteristics of the Asset Management service and the related risks and costs, please read carefully the information sheet available at the offices of the Financial Advisors

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GPA Premium

The tailored portfolio

  • Prior consent to transactions in the portfolio

  • Highest level

  • High interaction with the Management Team

  • Exclusive and highly professional service

For detailed information on the characteristics of the Asset Management service and the related risks and costs, please read carefully the information sheet available at the offices of the Financial Advisors

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Financial advisor

To build your own investment, contact our Financial Advisor.

Choose the professional who will help you build your investment strategy and hire a certified professional who specialises in economic, financial and asset planning.

Click on “Find a Financial Advisor”, enter the details required and specify your interest in Asset Management in the space on the form dedicated to describing your needs.

FIND A FINANCIAL ADVISOR

Advertising message for promotional purposes. For all conditions relating to the products and services advertised, please refer to the Info Factsheets and the pre-contractual policy statement available in the Transparency section of the website bancawidiba.it.

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Switch to Banca Widiba

Over 500 Personal Advisors at your side

  • A 360° offering: investments, insurance, funding, asset management, succession planning

  • The guarantee of tailored investments

  • 100% digital and customised processes for all your needs

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Advertising message for promotional purposes. For full details of the terms and conditions of the products and services advertised, please consult Info Factsheets and the pre-contractual policy statement available from the Transparency Section of bancawidiba.it.

PIÙ DI UN TASSO, UNA BANCA.
4% annuo lordo sui vincoli a 3, 6 e 12 mesi + zero canone per un anno.

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