BIM Banca Intermobiliare, Italie, Turin
Banque de réseau
Note globale : ★★★★★ Avis certifiés
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BIM Banca Intermobiliare di Investimenti e Gestioni, founded in Turin in 1981 as Commissionaria di Borsa, became a bank in 1997 specialising in wealth management for
Italian families. Listed on the Italian Stock Exchange since 1991, BIM became part of the Veneto Banca Group in January 2011.
Banca Intermobiliare administered and managed 14 billion euros of assets and had over 900 employees plus associates. Banca Intermobiliare is present in all major Italian cities with a total of 29 branches where every day approximately 200 Private Bankers make available their skills and provide Clients with investment advice.
The Wealth Management team (comprising 20 analysts and market experts) provides support to Private Bankers thanks to an advanced integrated advisory system and real-time
monitoring of each Client's overall portfolio position to check that the risk profile is acceptable and asset allocation is correct. From the standpoint of investment solutions BIM places a full range of products managed by major international investment houses in addition to a vast range of mutual funds, and alternative investment instruments offered by Symphonia SGR (a savings management company controlled by BIM). Symphonia portfolio management focuses on a particularly sophisticated clientele and offers an extremely high degree of personalisation.
Rounding out the investment services and with the aim of ensuring that Clients receive a valid solution for all their financial needs, Banca Intermobiliare offers insurance products through BIM Vita and in addition there is a Corporate Finance team, specialists who can provide support to entrepreneurs for their growth plans and as regards assessment and performing special financial operations and tax and estate planning. BIM also controls BIM Fiduciaria and BIM Suisse, a Swiss bank with headquarters in Lugano.