Investments and services
Our investment idea
Innovation, operational advice, risk orientation, entrepreneurial vision and relationships with private, institutional and corporate customers based on maximum trust. Banca Profilo offers specialized services for asset management through a high degree of customization in portfolio planning.
Specialist advice on all aspects of assets: administration, generational change, pension planning and insurance.
A wide range of asset management solutions:
- development of ideas for capital growth through alternative or purely financial investments
- asset protection and investment planning
- support in strategic choices.
Banca Profilo’s asset management team identifies the best investment strategy for your needs and assets.
Portfolio Advisory Profile: The advanced consulting service through which you can receive personalized advice on the most suitable financial instruments for your investment objectives and in according to the macro-economic context.
Third-Party Funds: Investment funds from the best management companies, selected internationally by the most highly-qualified asset managers.
Banca Profilo provides assistance according to your objectives of reorganization, protection and generational transmission of your assets.
The best insurance solutions to provide estate planning and asset protection thanks to highly efficient and customized private insurance agreements for the most sophisticated and complex needs.
Banca Profilo differs from its global competitors thanks to its club deals: exclusive investment opportunities that allow a greater diversification and remuneration of your assets.
Specifically for entrepreneurs, managers and professionals, Idea profile is the investment club where new ideas, opportunities and knowledge can be shared. It is the flagship service of Banca Profilo’s investment offer through which to approach new markets and new technologies.
Banca Profilo supports your financing needs in a fast and efficient decision-making process.
It meets the financial needs of its interlocutors through Lombard-type credit facilities, i.e., backed by a pledge on financial instruments and assets held by the Bank
Banca Profilo provides the best services to optimize the administration of your assets (both in the family and in the company context).
It is a flexible Bank thanks to its family offices with which it administers movable assets, insurance policies, corporate participations and trusts in a fiduciary manner. It represents clients in corporate management actions, supporting them in complex negotiations, also by means of escrow agreements.
Thanks to the internal asset management team, Banca Profilo offers the highest standards in portfolio management, defining together with you the investible asset classes, the risk budget, the return target, the time horizon and the expected cash flows.
By following integrated asset-liability management techniques, the bank finalizes its actions for achieving statutory objectives while respecting strict risk allocation principles. The service’s high-level customization also allows its output to be easily adapted to each particular need.
Banca Profilo specializes in corporate finance services for the Italian mid-corporate sector. It provides comprehensive assistance to Italian and international companies, their shareholders, management and international investors.
It deals with structuring and creating:
- merger transactions, acquisition of controlling or minority interests, company or business unit sales, in Italy and abroad
- financing research
- the drawing up of business plans, fairness opinions and asseverations ex art. 12 bis, paragraph 3, lett. b of Ministerial Decree 228/1999.
Banca Profilo provides you with dedicated tools to support the company in the diversification of its sources of financing, making use of the national and international market (equity and bonds).
Banca Profilo accompanies you in all stages of the company supporting you in every operation: initial public offers (IPO) or secondary (SPO), public purchase offers (OPA) and exchange (OPS). Our goal is to accompany you in both the structuring and execution phases.
Contact us for further information
Send an email to [email protected]
Banca Profilo operates on the main domestic and international markets as a privileged partner of many institutional investors for trading on shares and bonds.
The main intermediary actions are:
- fixed-income: transactions on the bond market
- equity-cash: Custom order execution on all European and North American stock markets with short/medium term equity trading strategies and related value ideas
- equity derivatives: among the top 5 market makers on the IDEM market
Banca Profilo also boasts consolidated leadership in the Over the Counter market (OTC), offering solutions for the management of the strategic portfolio (yield enhancement, portfolio insurance) and for the optimization of cash flows.
Banca Profilo provides a specialist financial engineering service for the assessment, set-up and restructuring of complex portfolios.
Support for your corporate treasury: analysis and management of financial risks arising from the liabilities of the balance sheet and optimization of cash management strategies.
Contact us for further information
Send an email to [email protected]
The quality and experience of the Banca Profilo analysis team, the strong local presence and the consolidated relationships with the management of listed companies are at the service of companies and investors to deepen issues and trends of economic development. The aim is to contribute to informed and informed investment choices based on independent, timely, stimulating and clearly contained opinions.
Analysts draw up recommendations and investment strategies based on the fundamental analysis of Italian companies of medium and small size also with comparison analysis with the main European competitors. The Analysis and Research function also carries out activities of Specialist and Corporate Broker with an intervention that ranges from fundamental research to corporate support in timely communication, efficient and effective towards investors up to the organization of targeted meetings between investors and issuers.
Lastly, the Analysis and Research function carries out macroeconomic studies based on forecasts and statistical analyses with the aim of identifying medium to long-term objectives for macro variables, rates, exchange rates and stock indexes. Macroeconomic research focuses on the United States and the Euro Area.
Recommendations are based on absolute return expectations (ETR) in the 12 months following the publication of the research. Due to the volatility of share prices, the current expected return may temporarily lie outside the ranges indicated in the recommendation system.
The recommendation has 3 rating levels:
- BUY (buy) if ETR > +20%; HOLD (hold) if -20% <= ETR <= +20%; SELL (sell) if ETR < -20%.”
- RATING SUSPENDED in the case of a suspended recommendation
- NOT RATED if the study does not include any recommendations.
The frequency of publications varies depending on company events and the performance of the securities under analysis in relation to their fundamental valuation.
The Analysis and Research function produces and disseminates recommendations in total independence of the Bank’s operational areas, thus guaranteeing the complete objectivity of the research produced, disseminated and published and excluding undue influence on the analysts’ activities.
The recommendations contain impartial assessments, timely and documented methodologies and are based on reasonable opinions and independent judgements.
Attached are the assessment methodologies that analysts can use. As required by the regulations, the analyst structure has defined and set up the organizational and administrative mechanisms to correctly perform the activity and guarantee the management of all potential conflict of interest situations.
Download the document on the methods used to assess financial instruments.
Download the document on the policy for managing conflicts of interest in client relations.
Visit the page and discover all the analyses and research conducted and published over the years.
Visit the page and discover all the analyses and research conducted and published over the years.
Thanks to the internal asset management team, Banca Profilo offers the highest standards in portfolio management, defining together with you the investible asset classes, the risk budget, the return target, the time horizon and the expected cash flows.
By following integrated asset-liability management techniques, the bank focuses its actions on achieving its statutory objectives while respecting strict risk allocation principles. Thanks to its high degree of service customization, its output can easily be adapted to the clientele’s information needs.
Banca Profilo specializes in corporate finance services for the Italian mid-corporate sector. It provides comprehensive assistance to Italian and international companies, their shareholders, management and international investors.
It deals with structuring and creating:
- merger transactions, acquisition of controlling or minority interests, company or business unit sales, in Italy and abroad
- financing research
- the drawing up of business plans, fairness opinions and asseverations ex art. 12 bis, paragraph 3, lett. b of Ministerial Decree 228/1999.
Banca Profilo provides you with dedicated tools to support the company in the diversification of its sources of financing, making use of the national and international market (equity and bonds).
Banca Profilo accompanies you in all stages of the company supporting you in every operation: initial public offers (IPO) or secondary (SPO), public purchase offers (OPA) and exchange (OPS). Our goal is to accompany you in both the structuring and execution phases.
Contact us for further information
Send an email to [email protected]
Banca Profilo operates on the main domestic and international markets as a privileged partner of many institutional investors for trading on shares and bonds.
The main intermediary actions are:
- fixed-income: transactions on the bond market
- equity-cash: Custom order execution on all European and North American stock markets with short/medium term equity trading strategies and related value ideas
- equity derivatives: among the top 5 market makers on the IDEM market. Banca Profilo also boasts consolidated leadership in the Over the Counter market (OTC), offering solutions for the management of the strategic portfolio (yield enhancement, portfolio insurance) and for the optimization of cash flows.
Banca Profilo provides a specialist financial engineering service for the assessment, set-up and restructuring of complex portfolios.
It assists corporate treasuries in analyzing the financial risks arising from balance sheet liabilities and in identifying the best hedging solutions through plain vanilla instruments.
It implements strategies for the dynamic management of bond portfolios through non-standard options, such as on BTPs or bonds in asset swaps. It identifies securities that feature illiquidity premiums to be purchased from a buy & hold-to-maturity perspective.
Contact us for further information
Send an email to [email protected]
Banca Profilo offers collateralized funding solutions to diversify and make corporate financing sources more efficient. It operates on the main electronic repo platforms, offering a consolidated expertise in tri-party operations.
In fact, it offers clients the opportunity to finance themselves on the collateralized loan market at a lower rate than the ECB’s main refinancing rate, with collateral represented by Italian and “core Europe” government bonds, non-government bonds with a higher than A rating, asset-backed and mortgage-backed securities rated at AAA (excluding CBO, CDO, CLO, CLN, LPN), and multicurrency securities (EUR, USD, JPY, CHF, GBP, AUD, CAD, CZK).
Banca Profilo has many years of experience in managing large real estate portfolios.
Thanks to the services of Sator real estate SGR and with the support of networks of external specialists we are able to assist you in the identification, structuring, development and management of real estate assets and portfolios.
The quality and experience of the Banca Profilo analysis team, the strong local presence and the consolidated relationships with the management of listed companies are at the service of companies and investors to deepen issues and trends of economic development. The aim is to contribute to informed and informed investment choices based on independent, timely, stimulating and clearly contained opinions.
Analysts draw up recommendations and investment strategies based on the fundamental analysis of Italian companies of medium and small size also with comparison analysis with the main European competitors. The Analysis and Research function also carries out activities of Specialist and Corporate Broker with an intervention that ranges from fundamental research to corporate support in timely communication, efficient and effective
towards investors up to the organization of targeted meetings between investors and issuers.
Lastly, the Analysis and Research function carries out macroeconomic studies based on forecasts and statistical analyses with the aim of identifying medium to long-term objectives for macro variables, rates, exchange rates and stock indexes. Macroeconomic research focuses on the United States and the Euro Area.
Recommendations are based on absolute return expectations (ETR) in the 12 months following the publication of the research. Due to the volatility of share prices, the current expected return may temporarily lie outside the ranges indicated in the recommendation system. The recommendation has 3 rating levels:
- BUY (buy) if ETR > +20%; HOLD (hold) if -20% <= ETR <= +20%; SELL (sell) if ETR < -20%.”
- RATING SUSPENDED in the case of a suspended recommendation
- NOT RATED if the study does not include any recommendations.
The frequency of publications varies depending on company events and the performance of the securities under analysis in relation to their fundamental valuation.
The Analysis and Research function produces and disseminates recommendations in total independence of the Bank’s operational areas, thus guaranteeing the complete objectivity of the research produced, disseminated and published and excluding undue influence on the analysts’ activities. The recommendations contain impartial assessments, timely and documented methodologies and are based on reasonable opinions and independent judgements.
Attached are the assessment methodologies that analysts can use. As required by the regulations, the analyst structure has defined and set up the organizational and administrative mechanisms to correctly perform the activity and guarantee the management of all potential conflict of interest situations.
Download the document on the methods used to assess financial instruments.
Download the document on the policy for managing conflicts of interest in client relations.
Visit the page and discover all the analyses and research conducted and published over the years.
Visit the page and discover all the analyses and research conducted and published over the years.
