The basis of Global Advising is the ability to offer solutions that cover the pension, banking and financial needs of the client in one package.
It's a complete and flexible service that only a Family Banker®
The responsibility of the Family Banker towards the client is:
But Global Advising is most of all a dynamic process. Family Bankers® keeps track of the choices and needs of the client. They maintain an overall picture of the strategies employed, checking and reworking them constantly. Over time, as they get to know their clients even better, a close relationship develops so that Family Bankers understand how client needs develop.
For all these reasons, Global Advising is a real response to real needs. And it's offered to all Banca Mediolanum clients, whatever their financial status.