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Overview and Management
Establishment Year
1995
Mission
Dedicated to providing professional and innovative wealth management solutions tailored to individual needs.
Values
Independence, Initiative, Transparency, Reliability, ESG commitment.
Investment Roles
Direct Investor,General Partner (GP),Intermediary
Participant Demographics
Serves private clients, institutional clients, and businesses.
Generational Wealth Planning
Focus on wealth protection and generational planning, offering strategic solutions for wealth transmission and protection.
Risk Tolerance
Risk-oriented approach with tailored investment strategies.
References or Case Studies
Team Experience
Team includes experienced professionals across various financial and operational functions.
Notable Achievements
Among the most financially solid banks in Europe.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Registered with Italian banking authorities and member of Interbank Deposit Protection Fund.
Compliance History
No major violations reported.
bancaprofilo@legalmail.it
Phone Number
+39 02 584081
Address
Milan Italy