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Evolved advisory

Working hand in hand with Banca Fideuram we contribute to managing the financial planning platform for the Sei evolved advisory service:

  • We guarantee the feeding and management of the calculus engines and the relevant upgrades.
  • We support the planning phase by generating template portfolios representing the suggested asset allocation according to the risk profile and the client's required time span.
  • We provide advisory services to private bankers by designing and monitoring the suggested portfolios: the investment solutions are optimized and structured by risk profile and required time span. Built according to the Core - Satellite approach, the suggested portfolios combine a stable and lasting structural component with a tactical element aimed at generating extra returns by leveraging the opportunities in the market.