Digital financial advice: presenting "Direct Advisory" by Fideuram – ISPB
Fideuram – Intesa Sanpaolo Private Banking presents "Direct Advisory", the new remote, investment management advisory service, which leverages a team of Direct Bankers: it is the first digital network of private bankers to operate in fully remote form through digital solutions.
Direct Advisory expands the offer of Fideuram Direct the digital platform for savers and traders who want to invest remotely in financial markets.
"The strategic repositioning of our Group, which began almost ten years ago, towards private banking, asset management and insurance, has contributed decisively to bringing us to a leading position in Europe for solidity, efficiency and profitability. The latest Business Plan saw us open numerous innovation projects: in a market where technology will always be a dominant factor, we are always going to be a driving force”
Carlo Messina, CEO of Intesa Sanpaolo
The advisory services offered by Fideuram - Intesa Sanpaolo Private Banking are thus expanded to include a service that adds to its traditional networks, with a view to becoming a leader in the digital arena too.
“With Fideuram Direct, the first digital network of private bankers, customers who wish to rely on a specialist, experienced and trusted adviser, can now choose to operate through a range of technological tools”
Tommaso Corcos, Managing Director of Fideuram – Intesa Sanpaolo Private Banking
Direct Advisory stands out for:
- the balance between the digital experience and the human relationship
- Fideuram – ISPB’s 50+ years of experience in investment management
- the range of solutions offered by Fideuram Asset Management, the asset management company of the Private Banking Division
- the offering of products from the best international asset managers, selected by Fideuram Asset Management
- the use of the Aladdin platform, one of the most advanced guided portfolio construction and risk management platforms
- the solutions available to interact with customers remotely, including the new “Welcome+” app
- the team of Direct Bankers, professionals enrolled in Italy’s sole register of financial advisers and coordinated by Andrea Favero, responsible for building and managing investment portfolios that best meet customer needs.
The initiative was announced at the “Gioia 22 Tower”, the skyscraper in Porta Nuova, Milan’s innovation district, which houses Fideuram – Intesa Sanpaolo Private Banking and other Divisions of the Intesa Sanpaolo Group.
Last updated 28 July 2023 at 07:25:17
