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services, training,
and analisys
A concrete help to understand the financial markets
Stock and Market Analysis for Institutions and Private Bankers
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Analysis service for institutions and finance professionals. It consists of the integrated economic-fundamental-technical analysis of stocks, financial instruments (ETFs, Funds) and/or model portfolios of the Client.
The purpose of the analysis is to highlight the qualities of the financial instruments for a short and medium-term Hold / Sell / Buy decision.
The cost of the service depends on the complexity of the analysis and the quantity of financial instruments to be analyzed.
Analysis service for institutions and finance professionals. It consists of the integrated economic-fundamental-technical analysis of stocks, financial instruments (ETFs, Funds) and/or model portfolios of the Client.
The purpose of the analysis is to highlight the qualities of the financial instruments for a short and medium-term Hold / Sell / Buy decision.
The cost of the service depends on the complexity of the analysis and the quantity of financial instruments to be analyzed.
Building Model Portfolios for Institutions and Private Bankers
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The purpose of the service is to build a model portfolio composed of stocks or financial instruments (funds, ETFs, Bonds) based on the Client's specifications. Usually the portfolio is composed of a maximum of 10-12 financial instruments.
For each instrument, an integrated economic, fundamental, technical analysis of the listed company and the stock (graph) is performed to highlight short and medium-term Buy / Hold opportunities.
The purpose of the service is to build a model portfolio composed of stocks or financial instruments (funds, ETFs, Bonds) based on the Client's specifications. Usually the portfolio is composed of a maximum of 10-12 financial instruments.
For each instrument, an integrated economic, fundamental, technical analysis of the listed company and the stock (graph) is performed to highlight short and medium-term Buy / Hold opportunities.
Market analysis evenings
for Private Bankers and their clients
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This service has been active since 2017 with great success.
The evening (two hours) has the dual purpose of taking stock of the situation of the financial markets in the asset classes of stocks, bonds, currencies, raw materials, and of giving an overview of the state of the global, European, American and emerging countries economy. The mix of news, graphic analysis, politics, economics and finance allows participants to have a 360-degree overview of the situation and to listen to the opinion of the analyst who provides his personal point of view and suggests a short and medium-term strategy deriving from the scenario.
WARNING: in accordance with current legislation, these analysis evenings show a view of the markets according to the analyst, using indices and instruments that cannot be invested directly by participants. They are therefore not to be considered as a solicitation to public savings or personalized advice.
DURATION
Minimum duration of 2 hours
HOW AND WHEN
Live Zoom connection at the time requested by the Client, usually after dinner.
TYPE OF USER
Customers of the financial advisor or wealth manager who organizes the evening.
COST
The cost of each evening is 500 euros + taxes and fees.
This service has been active since 2017 with great success.
The evening (two hours) has the dual purpose of taking stock of the situation of the financial markets in the asset classes of stocks, bonds, currencies, raw materials, and of giving an overview of the state of the global, European, American and emerging countries economy. The mix of news, graphic analysis, politics, economics and finance allows participants to have a 360-degree overview of the situation and to listen to the opinion of the analyst who provides his personal point of view and suggests a short and medium-term strategy deriving from the scenario.
WARNING: in accordance with current legislation, these analysis evenings show a view of the markets according to the analyst, using indices and instruments that cannot be invested directly by participants. They are therefore not to be considered as a solicitation to public savings or personalized advice.
DURATION
Minimum duration of 2 hours
HOW AND WHEN
Live Zoom connection at the time requested by the Client, usually after dinner.
TYPE OF USER
Customers of the financial advisor or wealth manager who organizes the evening.
COST
The cost of each evening is 500 euros + taxes and fees.
Intermarket monthly report - equity, bonds, forex, commodities
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The report provides an overview of the equity, bond, currency and commodity asset classes. It consists of over 70 financial instruments under analysis and allows for a strategic and tactical overview of the economic-financial situation to help make investment decisions.
The service consists of a paper report and a video analysis with a complete explanation of the graphs.
The report provides an overview of the equity, bond, currency and commodity asset classes. It consists of over 70 financial instruments under analysis and allows for a strategic and tactical overview of the economic-financial situation to help make investment decisions.
The service consists of a paper report and a video analysis with a complete explanation of the graphs.
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