FAQ
The questions I'm asked most often
How much does the advice cost?
My advice is completely free of charge. Transparency is the foundation of our relationship. There is no cost to get to know each other or to review your financial situation. My remuneration is linked exclusively to the assets you decide to entrust to me. We share the same goal: my value grows together with the value of your wealth. We work as partners, with clear terms agreed before you sign any document.
Is there a minimum amount of assets to work with you?
Not at all: there is no minimum amount, only people with goals to reach and the will to plan their future. I work both with established wealth that needs efficiency and protection, and with individuals, professionals and entrepreneurs who are building up their wealth. Every story deserves its own strategy.
Is my money safe? What happens if the markets crash?
Your assets are held by Fideuram – Intesa Sanpaolo Private Banking, the leading banking group in Italy for stability and solidity. As for the markets, risk cannot be eliminated, but it can be managed. We will build a globally diversified portfolio, calibrated precisely to your tolerance for volatility. My job is to prevent emotional decisions in difficult moments and keep the course towards your goals.
Will you only offer me your bank's products?
Not at all. We use a guided open-architecture model. This means that, in addition to Intesa Sanpaolo Group products, I select and include in your portfolio the best funds and financial instruments from the world's most prestigious international asset managers. I will choose only what fully meets your needs, without any constraints.
What should I bring to the first meeting?
If you have them, your latest bank statements and any policies you hold. Otherwise just come along: a simple conversation is a fine place to start.
Can we meet online only?
Yes. I meet many of the people I work with by video call, and we sign documents digitally.
Can you come to me?
Yes. As a financial advisor authorised to offer services outside the bank's premises, I can meet you at your home or at your business: the advice and the documents we sign have the same validity as those signed at the bank. Every conversation and every piece of information you share with me remains confidential, in line with banking confidentiality and privacy law. When you book, choose “I come to you” and give me the address.
And if I'm not convinced?
No problem at all. We will have met, and the door stays open.