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| SHORT TERM
Dedicated to those who aim at the capital preservation and a short term performance.
Objective: short term performance which is higher compared to periodic investments of funds on the monetary market.
Financial Instruments: mainly bonds issued by overnational organizations, Governments and Banks with an average financial duration of 18 months
Investment Area: Europe
Currency: euro
Risk Level: Low
Recommended duration: medium/long period
02| SMART
Objective: SMART wealth management has a MEDIUM risk profile and a MEDIUM volatility, it is a capital protective investment wich offers the reduction of loss risk but it does not guarantee the full refund of the capital. This means that it differs from capital guaranteed products
Financial Instruments:This product involves Capital protected Structured products (CAPITAL NOT GUARANTEED), structured bonds, certificates or notes, index notes and forex linked notes, related to the trend of the main stock markets and exchange markets
Investment area: Europe and the main global markets
Valuta: euro con possibilità di investire in altre valute
Risk level: medium
Recommended duration: medium/long period
03| TOTAL RETURN
Suitable for those customers who aim at capital growth with a positive performance compared to the monetary market, it has a medium high volatility.
TOTAL RETURN has got a MEDIUM HIGH risk profile and MEDIUM HIGH volatility, it is a capital protected accumulation plan which offers risk reduction but differently from the capital propected products,it DOES NOT guarantee the complete capital refund.
Financial Instruments: the management, apart from the classical financial products such as bonds, risk capital shares, ETF, it invests in capital protected structured products (NOT GUARANTEED), structured bonds, certificates or structured notes, index notes and forex linked notes connected to the trend of the main market indexes and currency indexes.
Investment area: Europe and main world markets
Currency: euro and other currencies
Risk level: medium high
Recommended duration: medium/long period
04| HIGH PERFORMANCE
Objective: positive performance compared to the securities markets, with high risk and high volatility investing in shares and derivatives.
Financial Instruments: risk capital shares, ETF, Funds and Sicav, bonds and subordinated bonds, Certificates, Warrants, Foreign Currencies, Derivatives.
Investment area: Europe and main world markets
Currency: euro and other currencies as well
Risk level: high
Recommended duration: medium/long period
FIND THE NEAREST BRANCH
Headquarters
Rovereta Branch
Dogana Branch
Borgo Maggiore Branch
City Branch
Gualdicciolo Branch
Fiorentino Branch