Our expert wealth management service involves a comprehensive analysis of your assets (both tangible and intangible), with a particular focus on assessing the compatibility between your investments and their ethical impact.

Specifically, the analysis will identify ESG (environmental, social and corporate governance) instruments, which are the three key factors used to measure the sustainability and ethical impact of an investment.

Furthermore, the analysis of your investment portfolio will include:

• Analysis of returns (relative to the relevant benchmark)
• Analysis of the volatility of individual instruments and the entire portfolio
• Analysis of portfolio diversification
• Risk/return analysis using indicators such as the Sharpe ratio
• Assessment of the maximum potential loss associated with the investments made