IMPact offers discretionary wealth management services for private and institutional investors, as well as for family offices. IMPact’s clients can entrust the management of their assets to investment professionals through a customised investment mandate.
In partnership with national and international banks, which provide custodian services, IMPact offers three wealth management lines: Delta Aggressiva, Delta Equilibrata and Delta Moderata.
All three investment management lines, which are differentiated in terms of risk appetite and investment horizon, adopt a flexible investment style, pursuing and taking advantage of any pricing inefficiencies for both debt and equity securities.
Discretionary Wealth Management Lines
Linea Delta Aggressiva
Asset allocation limits:
- Up to 100% invested in monetary and debt securities denominated in currencies of advanced countries;
- Up to 100% in equity securities issued by issuers based in the Eurozone or in other advanced countries and denominated in their respect currencies;
- Up to 100% in commodity securities, financial instruments linked to developing countries, non-investment grade bond instruments denominated in any currency.
Max duration: 10 years
Min. investment size: EUR 250.000
Linea Delta Equilibrata
Asset allocation limits:
- Up to 100% in monetary and debt securities denominated in currencies of advanced countries;
- Up to 60% in equity securities issued by issuers based in the Eurozone or in other advanced countries and denominated in their respective currencies;
- Up to 30% in commodity securities, financial instruments linked to emerging countries, non-investment grade bond securities denominated in any currency.
Max. duration: 10 years
Min. investment size: EUR 250.000
Linea Delta Moderata
Asset allocation limits:
- Up to 100% in monetary and debt securities denominated in currencies of advanced countries;
- Up to 30% in in equity securities issued by issuers based in the Eurozone or in other advanced countries and denominated in their respective currencies;
- Up to 30% in commodity securities, financial instruments linked to emerging countries, non-investment grade bond securities denominated in any currency.
Max. duration: 7 years
Min. investment size: EUR 250.000
Find out more about IMPact SIM’s investment solutions
Fill out the form here below and our staff will get back to you as soon as possible.