ADVISORY

Banor SIM provides “bespoke” independent advisory services that are fully compliant with the legislating transposing the Markets in Financial Instruments Directive (MiFID II).

Our typical value approach to asset management is also available to clients wishing to keep their financial instruments with their own banks.

• Efficiency: Process automation. We use dedicated software to support all stages of the investment process.
• Quality: Customised content and asset allocation carefully matched to our client’s characteristics, with the possibility of adapting to specific requests. Expert, independent and transparent support, not list with respect to costs. Clients can benefit from the utmost professionalism of our management team while continuing to operate with their own bank.
• Transparency:No hidden costs. Our service fee structure consists solely of fees for the management of assets under advisory.