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Advice and Investment

Switch to Neo app that offers simple, transparent, and innovative financial advice.

Have a plan? Let it grow.

With the support of experts who turn your goals into action because investing is easier and more rewarding when you have the right guidance by your side.

#1

GROW YOUR WEALTH

Take advantage of market opportunities.

#2

PLAN AHEAD

Secure your lifestyle for the future.

#3

FOR YOUR CHILDREN

Prepare to pass on your wealth.

#4

ACHIEVE YOUR GOALS

Tailored solutions to make your projects real.

#5

SAFEGUARD YOUR ASSETS

Insurance options to protect your capital.

#6

FACE THE UNEXPECTED

We’re here to help you handle life’s surprises.

Our Consultancy in 5 Promises

Those who aim higher, achieve more.

Invest Your Way

Take control of your investments the way that suits you best. You can go solo or benefit from the guidance of an expert — the choice is entirely yours.

On Your Own

Invest independently in funds, ETFs, stocks, savings plans, and a wide variety of other products. Everything can be subscribed to directly online, giving you full control and flexibility. Track your investments in real time, make decisions at your own pace, and tailor your portfolio exactly how you want.

With a Consultant

Work with a Personal Financial Advisor who creates a plan designed around your financial goals, risk profile, and time horizon. Your advisor provides continuous support, regularly monitors your portfolio, and offers advice to help you navigate market changes. This approach ensures your investments are aligned with your objectives while giving you peace of mind.

Our Consultants Are Here for You

Invest with professionals who truly listen and understand your goals.

1. Book an Appointment

Schedule a time that suits you.

2. Identify Your Goals

We get to know your objectives and priorities.

3. Portfolio Check-Up

Review your current investments and performance.

4. Define the Strategy

Build a plan tailored to your needs.

5. Ongoing Monitoring

Keep your portfolio on track with continuous support.

A Plan Designed Just for You

No one-size-fits-all solutions. Every portfolio is unique, just like you.

Smart Consulting

Receive personalized investment proposals online or via app and approve them in just a few clicks with a secure digital signature.

Web Collaboration & Detailed Reports

Access advanced reports to monitor your objectives, track risks, and evaluate the overall quality of your portfolio anytime, anywhere.

Advice, Technology and Consultancy, Combined

Explore New Opportunities

Bonds aren’t all the same—understanding the type and structure can help you make smarter investment choices.

Real and Relevant Themes

Opportunities rooted in concrete, everyday trends.

Expert Insights

Return potential identified through in-depth professional analysis.

A Smart Alternative

An efficient way to diversify beyond direct equity investments.

Invest by Theme

Invest based on the type of investment you want to make, choose from Asset growth, Liability Management, or Retirement planning solutions.

Start investing today!

Download our app to manage your portfolio, access exclusive promotions, and grow your investments wherever you are.

Promotional communication. For full terms and conditions of the advertised products and services, please refer to the Transparency section of the website and to authorized financial advisors. Products are reserved for account holders.

“Bring Securities and Funds and receive an Amazon.it Voucher” is valid from 23/09/2025 to 12/12/2025. The prize is subject to the limits and conditions set out in the official Regulations. To qualify, activate the free Remunerated Portfolio service and transfer at least €100,000 in “Securities and Funds” to your Advice+, Advice, or ordinary portfolios. The maximum Amazon gift card value is €15,000 for transfers exceeding €5,000,000. Participants must hold a current account with an associated securities deposit. Trading Account holders qualify only for eligible portfolios and instruments.

Online trading commissions apply solely to online transactions.
Personal Financial Advisors are authorized to provide off-site services; advice does not guarantee investment results. Advice+ is a paid advisory service available exclusively through this network.

Investment products: FAM Evolution ICAV and FAM Series UCITS ICAV are collective investment schemes managed by FAM Asset Management DAC, a subsidiary of a leading European banking group.
The information provided is for illustrative purposes only and does not constitute an offer or solicitation to buy or sell any financial instruments. Investments in funds carry risks, including the potential partial or total loss of capital.

Promotions – ZERO PURCHASE COMMISSION on ETFs:

FAM Asset Management: 01/12/2024–01/12/2025

Xtrackers: 01/12/2023–01/12/2025

Amundi ETF: 11/07/2022–28/03/2026

iShares – BlackRock: 07/11/2022–31/12/2025

Exchange rate spreads apply if the trading and settlement currencies differ.