Advisory

The Investment Advisory service consists in providing clients with investment recommendations, valuable to financial and asset management needs.

The service is dynamic, customised on the needs and the risk / return profile of the individual customer, and continuous over time. It is designed for who wants to lead his investment choices and need timely guidance in selecting the individual instruments to be included in the portfolio.

The Kairos proposition is distinctive in the Italian panorama for several factors. First of all, the Investment Advisory team boasts many years of experience, which has allowed it to consolidate the relationships both with the management of the main Italian and European listed companies and with the managers of the main global investment funds.
In addition, being part of the Julius Baer group allows to have access to their international expertise and broad and diverse research.