Explore the luxury of having a dedicated team for external asset managers

Gestori patrimoniali esterni

Derive value from personal relationships and a tailor-made service: more time for you and your clients

Are you looking for a solution to improve the interaction within your company? Direct communication with top management is of paramount importance for the success of financial activities, and we are able to provide a high-quality service to meet your specific needs.

Our dedicated team is at your disposal to ensure effective communication with all levels of staff, from middle to top management. We offer a high-level customer service, ensuring a unique and personalized experience, characterized by careful attention to detail and prompt execution.

Our strengths

Supporting you to improve your efficiency and productivity


Certificates: a global and personalized offert

It’s possible to manage clients located at other third-part banks thanks to Banca Credinvest’s unique setup. A wide range of services, with the flexibility and care of a boutique bank.

Through our multiple set-ups of Actively Managed Certificates (AMCs), you will be able to access a wide range of stocks, bonds, ETFs, structured products, derivatives, funds, FX, commodities, cryptocurrencies, and NFTs. Contact us to learn more about our advanced trading services and the opportunities we can offer to your wealth management business.

Direct access to our trading desk and to the bank’s online trading platforms

Our lean and dynamic corporate structure allows you to access high-end services usually reserved for a narrow niche of UHNWIs in other institutions. Banca Credinvest offers you a level of service comparable to that of larger investment banks, but with the attention and flexibility that only an innovative reality can provide.

The combination of different trading venues is our distinctive value proposition, combining a real-time online component for market access and the use of customized software, with a physical trading desk managed by dedicated professionals, who operate through several ways (including email, calls, and the Bloomberg platform).

Trading Desk
Servizio informatico

IT Service

High back-office costs and frequent human errors in trading management are making transactions increasingly complex.

Our structure, supported by an advanced banking system and in-house IT experts, allows us to integrate any external software under request and generate customized reports to meet specific needs of our clients.

How we operate

Banca Credinvest’s method to improve efficiency and productivity of your service

Request information

Contact us. We’ll be happy to answer your questions and provide a 360-degree customer experience.

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