The asset management they are forms of investment that allow savers to entrust, through a mandate, the investment of their assets to a manager (in practice, SGR, SIM and banks authorized to provide this service). Unlike mutual funds, assets are not managed “upstream” with those of other savers, but separately for each client.
Being a personalized investment service, and not the purchase of a standard product, each client’s portfolio is potentially different from that of any other and is defined by the manager together with the client based on an accurate analysis of his needs, its risk profile and its investment objectives. Patrimonial managements are financial products of Anglo-Saxon origin and are born to take care of the interests of investors with huge capital. For wealth management services this is the best deal now.

The Two Types of Asset Management
It is possible to distinguish two main types of asset management services: movable asset management (GPM), in which the assets are invested mainly in “classic” financial instruments (shares, bonds, etc.); Asset Management in Funds or SICAVs (GPF / GPS), in which the assets are invested mainly in units of collective investment undertakings (mutual funds, SICAVs, ETFs, etc.). The GPMs, or “direct investment management,” are concentrated on the domestic market and pursue the objective of maximizing results, and are an investment instrument intended for medium and large investors. The primary goal of GPF / GPS, or “indirect investment management,” is the diversification of the investment, to offer the possibility of seizing







