Investment Advice

With Former Banks directors and private bankers as part of Alma Europe s team The Company brings more than 20 years of financing experience.

Wealth structuring is personal so is our advice!

Alma Europe provides its clients, whether retail, professional, or institutional entities – such as managers of UCITS and/or SICAV –  investment advice on a tailored basis and always adapted to their profile. We ensure that the investment advice meets the customer’s financial profile and goals.

Alma Europe’s Investment Advice team performs on a regular basis market analysis, conducts in-house research by monitoring international financial markets and various financial indices, along with relevant national  economies and has access to excellent investment research material from third parties. The team is monitoring all financial instruments included in personal recommendations made to clients.

We listen to each client needs and vision

Alma Europe is listening to each client’s needs and vision and only then suggests personalised solutions and advice that consider the client’s risk profile and appetite, investment knowledge and wishes. We help our clients analyse financial risk, hedging, suggest them strategic asset allocation and trading instruments. We offer ongoing monitoring and actively support clients in managing their wealth by screening the various market opportunities.

We listen to each client needs and vision

We act as well as an investment advisor for institutional entities

Alma Europe also acts as an investment advisor for institutional entities that manage listed funds such as UCITS, SICAV s on various asset classes and strategies. We advise. Customers listen and always take the final decision.

We act as well as an investment advisor for institutional entities

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