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.
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.
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).
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.
Our experienced team can meet and answer your specific needs.
Our services are customized to your needs and goals
We provide the most advanced trading platforms.
We increase the efficiency and communication within your company.