At BPI Private you will find a team of professionals prepared to analyze your financial situation and find the solutions that suit your needs and objectives.
A fundamental accompaniment in the current scenario of globalized markets, constantly changing and with increasingly sophisticated investment options. An experienced team which dominates the main areas of Wealth Management, with independence, flexibility and transparency.
Defending your interests and preserving your assets with the consequent creation of value, dedication, loyalty and confidentiality are the main objectives of BPI Private.
Within the scope of this service, you can choose:
Financial Counselling Service: you remain responsible for implementing the investment strategy and proposals that we submit to you;
Discretionary Investment Management Service: you entrust us with the management of all or part of your financial assets, by granting the Bank a management mandate.
Global Financial Planning, based on the Financial Counselling Service and the Discretionary Investment Management Service and resorting when necessary to internal and external specialists, permits to address additional issues, such as:
- Planning for Retirement;
- Transfer of assets and inheritance issues;
- Risk and Insurance;
- Tax issues;