Credito Valtellinese Group offers Personal Fund Plus, savings management with no frontiers
Market globalization and birth of the Euro, the European single currency, involve with them a radical change in the institutional investors and Italian families' financial choices. The current decrease in government bond yields, the interest rate structure adjustment to the European and world interest rate structure increasingly require professional savings management.
Credito Valtellinese and Credito Artigiano are taking up this XXI century challenge, not only offering their more than ten-year experience in the field of assets management to their customers but also collaborating with the Swiss Group Julius Baer, which has been operating in this field for over 100 years.
The collaboration agreement between Credito Valtellinese banking Group and Julius Baer Group, in fact, allowed diversifying the traditional assets management line based on Italian bonds and shares by adding also foreign securities.
Personal Fund Plus is an assets management service, which Credito Valtellinese Group expressly conceived for meeting its customers' investment needs.
Personal Fund Plus offers a wide range of investment choices in Italy and abroad, both in Italian lire and foreign currency. It enables the customers to manage their savings easily and automatically. They can rapidly invest or renew overdue securities, as well as immediately reinvest operating profits. Personal Fund Plus also provides them with a quarterly report on the investment mix and value.
With Personal Fund Plus, savers can make Italian and foreign security investments on various round-the-world markets.
For savers who want to make Italian lire investments, Personal Fund Plus offers:
Personal fund Plus, savings management with no frontiers, is a global solution to different needs.
For savers who want to diversify their portfolios with foreign securities, Personal Fund Plus offers investment lines realised in collaboration with the Swiss group Julius Baer, which boasts a long and positive experience in the field of international investments. In particular, there are:
To optimise your assets management, Credito Valtellinese, Credito Artigiano and Bancaperta investment advisers are helping you to mix different investment lines.
