The main types of wealth management services

[nurmohammadkhan]

Moving on to analyse in particular which services the authorised person can carry out, two main types of services can be distinguished (source: dadamoney.com) .

The first type is that of the Mobile Asset Management (GPM) and is france phone data characterized by the fact that the operators, on the client's mandate, buy individual stocks and/or bonds . In the context of GPM, customers can usually choose between different lines - bond, balanced and stock - but to access them they must pay a considerable sum of money , so as to allow the operator himself to invest in different markets, including international ones, so as to be able to reduce the investment risk. By their very nature, Mobile Asset Management also requires medium-long term investments : only in this way is it possible to obtain the maximum profit from one's operations.

The second type, on the other hand, is that of Asset Management in Funds (GPF), in which the clients' money is invested in mutual investment funds (consob.it) and in Sicav (variable capital investment companies) , in such a way as to diversify by focusing on different products. Unlike GPM, GPF is usually aimed at savers with limited financial availability . Precisely for this reason, it is essential that each saver is carefully profiled, so that once the risk profile most suited to him has been identified, it is the client himself who can indicate to the operators the "right" investment line, more or less aggressive.