Andrea Rotti

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gestione di patrimoni consulenza finanziaria hedge fund fondi comuni di investimento di diritto italiano e lussemburghese account aggregation corporate advisory servizi fiduciari consulenza immobiliare private equity wealth analysis polizze assicurative wealth management private banking asset management investment funds financial advisory corporate finance real estate services portfolio management esg investments multimanager funds sicav management tax optimization succession planning investment strategies financial planning philanthropy advisory lombard credit economic education risk assessment custom solutions client relationship management institutional clients services sustainable finance individual savings plans trust services investment opportunities market analysis personalized service bespoke client solutions family wealth management investment administration financial instruments investment products diversified portfolios client expertise investment consulting market trends sustainable investing asset allocation global equity funds fixed income funds corporate advisory services real assets investment research analysis client segmentation investment performance professional investor services personalized financial services tailored portfolio management high-net-worth individuals fiduciary services inheritance planning individual savings plans (pir) lombard loans multi-asset funds insurance solutions italian business community trust-based relationships family-owned governance financial independence economic growth client-centric approach transparency active management diversified investments long-term financial planning bespoke financial solutions financial services investment management financial consulting consulting management consulting