Banca IFIS looks to the savings managed and aims to detect Euclidea SIM
The Veneto Institute will create the Fürstenberg brand to follow high -end entrepreneurs and customers. The headquarters of the new division in Milan
Not only Factoring, Banca Ifis now also aims at managed savings. The institute controlled by the Fürstenberg family – already engaged in Opas on Illimity – In fact, he put in the Euclidea SIM radar, Wealth-Tech Milanese with over 400 million assets under management, specialized in serving over two thousand high-range customers on large heritages. Euclidea offers a sort of ETF comparator and investment funds and helps to create an online profile for the saver, thanks to an algorithm based on artificial intelligence and machine learning. A sort of moneyfarm.
Like the dynasty that administer great assets
Based on market rumors, the Banca IFIS board of directors would have given a mandate to CEO Frederik Geertman to structure an offer to detect 100% of the shares of the intermediation company. Closing should take place in July.
According to what appears to Corriere della SeraEuclidea’s shopping would be the first step to expand the private banking & wealth management business that should be included below The new « Fürstenberg » brand, created specifically and deposited already last year, in the wake of the great dynasty specialized in property management such as Rotschild and Pictet. Banca IFIS’s goal would be to offer transparent products and services based on technological and digital innovation. The Veneto Institute should therefore extend its offer not only to entrepreneurs with whom she already works in the corporate & commercial banking, but also to customers in the high end of the « Rendimax » deposit account, which will thus be able to invest a part of their wealth in managed savings products. A headquarters dedicated to the Fürstenberg project would have already been found in Milan.
All names of Euclidea SIM
Born in 2015, initially as a Club Deal, Euclidea saw Roberto Condulmari, a historic founder of Kairos Partners among the starters; Mario Bortoli, already in Fideuram and Eurizon; Luca Valaguzza, former investment director of Akros Alternative Investments Sgr and BNL Gestioni Sgr; and Giovanni Folgori, already responsible for Fideuram Investimenti Sgr. Today there is the CEO Stefano Rossi, while his brother Giacomo is commercial director. Investors include Francesco Perilli, partner of Equita, and the financier Francesco Micheli, president and CEO of Genextra.
