Mission

Established in 1946, we have always strived to offer our clients highly specialised, innovative services in financial advice, consumer credit and asset management. Renowned for specialisation, professionalism and discretion in our client relationships, we have earned an unrivalled reputation in Italy and a growing European recognition.

In the conduct of its business, the Group aims to combine profitability and competitiveness with meticulous respect for professional ethics.

Our identity is built on strong and shared values:

Fairness and honesty

The Group operates in compliance with the internal regulations in force and in accordance with professional ethics.

Impartiality

In its relations with counterparties, the Group avoids any form of discrimination based on the age, gender, racial and ethnic origin, nationality, political opinions, religious or sexual orientation or state of health of its interlocutors.

Professionalism and valorization

of staff The Group guarantees the highest level of professionalism in the execution of duties assigned to its collaborators.

Confidentiality

As required by law, the Group guarantees confidentiality for the information in its possession.

Conflicts of interest management

In the performance of each of its activities, the Group makes every effort to manage situations of conflict of interest which it might encounter properly, whether these are actual or only potential, guaranteeing the requisite transparency vis-à-vis the market.

Transparency and full disclosure

The information given by the Group is truthful, complete, transparent and accurate, so as to enable the recipients to take informed decisions.

Health and safety

In compliance with the legislation in force, the Group companies guarantee a working environment which is adequate to ensure the health and safety of persons.

Environment

The Group is sensitive to the issue of protecting the environment as an asset of primary importance. To this end, it directs its choices in such a way as to ensure compatibility between economic initiative and environmental requirements, in accordance with the legislation in force.

Copyright and industrial property

Recipients are required to act at all times in accordance with the law, regulations and internal guidance on the protection of copyright and industrial property.

Proper Use of company assets

The management and use of company assets must be based on the principles of integrity, fairness and responsibility; in particular, all staff are bound to respect and to safeguard the assets owned by the Group, and to prevent their being used for fraudulent or improper purposes.

Last update: 09/05/2019