Fee-only advisory
We develop personalized investment strategies.
Transparency about the costs applied.
We do not hold our clients’ assets.
We do not receive commissions from third parties for promoting financial services, financial products, or investment funds.
Complete independence from banks, fund managers, brokers, and insurance companies.
Based on the client’s preferences and cost analysis, we select the intermediaries with whom to deposit the assets.
Our standards for client protection
FINANCIAL ADVISORY
Financial Advisory
The investment advisory service is aimed at private clients, companies, and professional clients. Advisory activities include fundamental and thematic macroeconomic research, the application of proprietary asset-allocation models, selection of investment funds and individual securities, and hedging and trading strategies using derivative instruments. Individual instruments and asset classes are not considered in absolute terms, but in relation to the client’s risk profile. The Firm offers a wide range of portfolio-customization options, and client involvement is an essential part of the process.
Analysis and Research
We provide financial and market analysis, the development of statistical models, and the development of applied-mathematics theories. The complexity of financial markets requires complementing traditional wealth-management strategies with advanced research and analytical methodologies to enable more effective investment selection and management. For this reason, we design customized solutions for return-oriented investors who also wish to reduce exposure to unintended risks.
Risk Management
We assist professional clients and family offices in risk management. Our analytical services include: financial risk, market risk, credit risk, counterparty risk, liquidity risk, and operational risk.
Treasury Management
Averau Capital provides highly specialized advisory services to companies and corporate groups in corporate treasury management, investment-portfolio analysis, and liquidity-investment planning.
Alternative Investments
We select for our clients the best alternative investment funds worldwide, as well as investment opportunities in the private-equity and real-estate sectors. Our services in alternative investments range from alternative funds to private assets. Our experience in selecting alternative investments provides professional clients with extensive diversification opportunities that are consistent with their predetermined risk profile.
Trust & Wealth Planning
We coordinate, advise, and oversee our clients’ collaboration with the leading legal and tax experts operating at both national and international levels. When requested, we also provide support in coordination with our clients’ own advisors.
CONTACTS
E-mail: info@averaucapital.it