INVESTMENTSThe Banca Sammarinese di Investimento offers its clients the possibility to use its portfolio management services, provided through the professionalism and experience of the bank’s team of specialists.
The client identifies the line of investment which most answers his needs and entrusts the Banca Sammarinese di Investimento, by means of the contribution of a specific mandate, with the task of managing their assets on ongoing securities with the knowledge and peace of mind of having entrusted them to the care of trusted professionals.
Thanks to the service of asset management, the customer can access a number of financial instruments whose aggregation in the portfolio is designed to optimize the risk/return on the investment.
01| LIQUIDITY
Dedicated to those wanting to protect their captal and ensure a certain return
Objective: to obtain a return in the short term that is higher than the periodic re-investment of funds in the money market.
Financial Instruments: products of a monetary nature, euro bonds, mutual funds and unit trusts, deposit certificates, repurchase agreements.
Investment Area: Europe
Currency: euro
Risk Level: Low
Recommended duration: short/medium term
02| AGGRESSIVE BOND
Dedicated to those who have a growth of assets by investing in bonds as their objective
Objective: Looking for best performance, by splitting the risk by means of diversification of the securities in relation to the rating and the average duration of the same (duration).
Financial Instruments: bonds, mutual funds or unit trusts, certificates of deposit, repurchase agreements.
Investment Area: Europe and the leading world markets
Currency: euro with the possibility of investing in other currencies
Risk Level: medium-high
Recommended duration: medium/long term
TROVA LA FILIALE PIÙ VICINA A TE
Head Office
Rovereta Branch
Dogana Branch
Borgo Maggiore Branch
City Branch
Gualdicciolo Branch
Fiorentino Branch