“Advisory services for investment on an independent basis”
MM Private was born of a dream of a group of professionals with over 30 years of experience in PRIVATE BANKING and ASSET MANAGEMENT, seeking to fill their customers need to obtain INDEPENDENT, EXEMPT and SAFE assistance with strategic financial investment decisions.
We help clients in the selection of financial instruments, providing investment advice based on a broad market analysis of different financial instruments. As your investment advisors, we consider MUTUAL TRUST one of the pillars of our relationship.
We monitor, in an aggregated way, all the financial instruments of your portfolio, treating the information in order to get a global view of the assets, facilitating their integrated analysis.
“WE STRIVE FOR PERFECTION”
We know how difficult it is to transfer financial knowledge and wealth between family generations.
One of our goals is to maintain the relationship with client’s families, assisting the intergenerational transmission of knowledge, and attitude towards the decision making strategies, in order to face the ever changing international markets.