Mediazione

Prometeia Advisor SIM supports its customers in the active management of their shareholdings, both aimed at disposal as well as within extraordinary financial operations such as capital increases, mergers and acquisitions, and by providing consulting services for investments in customised financial.

The offer is articulated into: 

 

Strategies for the active management of shareholdings

  1. Prometeia Advisor SIM provides support in the identification of the most effective and efficient strategies for the active management of strategic and non-strategic investments
 

Strategies aimed at the disposal of shareholdings

Prometeia Advisor SIM provides the analysis of potential paths for investment disposal and, taking into account the objectives of the customer, the support required for identifying optimal solutions 

 

Extraordinary financial operations

Prometeia Advisor SIM assists the customer in analysing possible scenarios and in assessing their impact on the portfolio

 

Investment instruments

Prometeia Advisor SIM provides the analysis of possible alternative scenarios and searches for the optimal solution for a dedicated investment or for the coverage of specific portfolio risks

 

Mediation

Once the strategy/operation has been identified,  Prometeia Advisor SIM searches for the market counterparty able to implement it under the most favourable conditions for the customer

  1. Strategic Asset Allocation
  2. Tactical asset allocation
  3. Risk Management
  4. ALM
  5. Transition Management
  6. Selection Process
  7. Extraordinary Finance
  8. Risk Management GEFIA
  9. Finance Services Ombudsman