Mission
Our aim is to create added value by identifying and providing our customers (private and institutional, as well as independent advisors) with the best solutions through an active and flexible approach.
The characteristics which distinguish us are:
Independence
FIA is purely owned by its Managers. This ownership structure. is considered by us as essential to guarantee excellent professional and client dedicated services, without any influence from third parties or institutions.
Professionalism
The Asset Management activity may include various investment strategies considering both traditional and innovative products, depending on different economic and market scenarios. We are constantly engaged to find out the best solution for every single client taking into account his specific needs.
Strength
Our job is constantly aimed to achieve best performance to our clients in accordance to their investment profile and financial market conditions.
Dedication
We invest time and energy to ensure that, beyond the respect of the regulatory framework, it is delivered to our clients the best possible products/services to match their expectations
Transparency
We establish and maintain a very transparent and close relationship with our clients, providing detailed reporting and information on all the services we offer. Especially we aim to establish a dedicated relationship in order to accurately identify client needs to assure an high quality of service
We offer our services on a B2B2C basis to:
Institutional Clients
Our Institutional Clients are seeking an optimal support in investments selection and management of risks related to the management of their vehicles. This is for example insurance companies, mutual funds, FIS, etc..
We offer our services on a B2C basis to:
Private / (U)HNWI
Our Private Clients are individuals or corporations seeking tailor made solutions for the management of their wealth. It may be business leaders, wealthy individuals, trusts, etc.