Business Plan drafting/Start-up advice

Drafting of Business Plans that reflect the directives of the office of economic development. When promoting a new business reality, many aspects need to be taken into account:

-corporate structure,

-logistics,

-location,

-labor availability,

-environmental impact studies,

-proximity to the transport routes

Special operations

In all these operations it is necessary to take into account the fiscal aspects, especially in the case in which they get rid of hidden reserves or when for a shareholder these operations lead to an enrichment of the same:

-demergers

-Cast

-Restoration

-Reorganization

Asset allocation

Structuring of portfolios based on directives given by the client. The criteria for determining the exposure in the various asset classes (stocks, bonds, structured products, derivatives, currencies, alternative investments, real estate, etc.) are based on the analysis of the client's needs, his willingness to take risks and our skills. Our policy is generally aimed at minimizing the risk of loss and at optimizing financial and tax assets.

Management of equity and bond portfolios

We manage segregated accounts, funds or other instruments for you with the aim of beating a specific benchmark.

Evaluation of portfolios

For customers with existing portfolios, we offer the possibility to analyze the exposure in the various asset classes and to identify the implicit risks of existing investments. We can suggest some measures to reduce risks and costs related to management.

Performance analysis

We analyze portfolios held in several institutions, evaluate the performances that they have generated and eventually formulate recommendations on how to improve efficiency.