Investment Planning & Advisory

Finway will provide you with personalized investment recommendations, subject to your risk profile and in line with your investment objectives.

The starting point is an in-depth and complete analysis of the investor’s needs, including the Risk Profile. We examine both quantitative and qualitative aspects of risk. We simulate scenarios and formulate expectations.

With prudence as our guiding principle, we define the investment objective, design the Strategic Asset Allocation and implement the suitable strategy.

Our Firm is an independent investment firm and has no restrictions on the product providers that it evaluates. We have an open architecture approach and the years of experience in the investment field make us an expert in the fund selection and monitoring process.

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