Banca Passadore has served Private Customers for more than one hundred years. Personalisation of the relationship is one of its characteristics and service quality one if its key commitments.

The Banca Passadore bank account can be fully personalised according to the specific Customer needs, thanks to connection with the selected functions within the entire range of banking and financial services offered by the Bank.
The account information documents are available on paper or electronic format via the IB service, always extremely thorough and easy to understand.

In the range of Private Banking services, management of personal and family wealth requires an efficient and effective allocation of financial resources, beside a deep and specific knowledge of Customers' needs in order to offer suitable traditional and tailor-made solutions.
In an environment characterized by a wide and diversified range of investment solutions, Banca Passadore is committed to satisfy Customers' needs with bespoke solutions, finalized to reach specific agreed targets through implementation of the most efficient diversification criteria. Main focus lies on capital protection throughout time.

Banca Passadore also offers:

• Tailor-made Advisory on financial investment
• Multiasset and personalized Asset Management solutions
• Independent "Multibrand" distribution of Mutual Funds
• Cross Assets brokerage

The Bank, with its automated procedures, has always been committed to offering quality traditional and "online" payment services, with the aim of optimising timing and efficiency:

• credit transfers in Italy and overseas;
• automatic recurring payments (utilities, bills, rent, etc.);
• payment of salaries, pensions, reimbursements, etc.;
• payment of taxes and contributions.

Banca Passadore mortgages for purchasing or renovating real estate are disbursed using quick procedures, reduced formalities, low costs and particularly favorable interest rates.
The Bank provides a thorough assistance service, by offering tailor-made solutions, according to the different needs of Customers.

Banca Passadore, through its experienced team of professionals, offers a global and continuous advisory on financial investments.

The Advisory Services offered are based on deep analysis of the macroeconomic environment and international financial markets, in order to find optimal investment solutions carefully tailored to Customers' needs.

The reporting system adopted by the Bank allows Clients to obtain a complete, effective and real-time visibility of investments, at any given time and on-line too.

Banca Passadore can count on a multi-year asset management experience and it stands out for the independence and autonomy of its investment decisions.

Investment strategies are developed by a specialized team of professionals guaranteeing technical support aimed at improving the relationship between Customers and Private Bankers.

The flexibility of the Bank's asset management style allows to provide a highly-qualified and personalized service, always caring for Customers' wealth preservation.

Multiasset managed investments are characterized by a wide geographical and sector diversification, thanks to direct or indirect investments (through mutual funds, SICAV and ETFs) in order to achieve an efficient and effective coverage of international financial markets.

The Bank offers, among its investment solutions, a balanced investment management line integrating "ESG" criteria (Environment, Social, Governance). According to the specific aim of this line, asset allocation is built by taking into account the investment environmental impact on both a global and local basis, as well as the specific corporate solutions adopted by issuers in terms of ethics and transparency.

In light of its historical independence, Banca Passadore gives access to a wide range of Mutual Funds across sectors and asset classes by the leading international fund management companies, which are assessed through independent proprietary qualitative and quantitative criteria.

The Bank, thanks to its in-depth knowledge of each financial instrument, provides Customers with a professional and customized advice, aiming at structuring portfolios in line with the specific investment objectives.

The service provides real-time access to Italian and international financial markets.

As per the Bank's tradition, Customers enjoy the convenience of having a personal Private Banker looking after all their investment needs.

The cutting-edge IT investment platform (also accessible online via Internet), developed in-house by the Bank exclusively for its Clients, ensures the highest efficiency, promptness and transparency.

The Bank is constantly striving to be at the forefront of innovation within the Asset and Wealth Management industries. As a result, in addition to traditional private banking services, Banca Passadore caters for the most sophisticated and complex needs of its Clients by offering personalized access to best-in-class third-party advisers and professionals in the field of:

• Legal Advisory
• Tax and hereditary planning and advisory
• Art Advisory
• Access to Private Markets, in collaboration with associate investment firm Yarpa S.p.A. and other primary alternative asset managers
• Trust and Fiduciary Services
• Real Estate Planning and Advisory