We consolidate private wealth built over time

In 1998, some of the most important business families in North-Eastern Italy agreed to set up  their own multi-family office to manage their private wealth.Thus started Alpe Adria Gestioni SIM SpA, but even today many of the same families and investment professionals remain a part of it.The core business at Alpe Adria Gestioni is always the same: to preserve and grow the assets under management for its clients.

Introduction

In accordance with the original mandate of our founding shareholders

Alpe Adria Gestioni aims to increase the assets under management the same way for all its clients, not just for its founding families.
Finding the right partner is not an easy task, both in life and in business. Since we got started, our mission at Alpe Adria Gestioni has always been the same, for our founding families as well as for new clients: to offer the best possible partnership in portfolio management and investment services. The core part of the assets under management still belongs to these families and for this reason Alpe Adria’s values have stayed the same over time. Our team of professionals have developed a strong expertise in asset allocation, security selection and investment advice; feel free to contact them and learn more about our services.

Company

A streamlined and dynamic organisation

 "Come da tempo nei paesi anglosassoni e del Nord d'Europa, si affermano finalmente anche in Italia realtà indipendenti di consulenza pura la cui finalità unica è la cura dei patrimoni a loro affidati."

Alpe Adria Gestione operates out of two offices, one in Pordenone and one in Milan. The staff includes 2 co-CEOs and 12 employees. We aim to offer capital growth through a disciplined and independent investment process; we comply with high standards of risk assessment, portfolio diversification and the most careful attention to clients’ needs.
As a SIM, Alpe Adria Gestioni has received authorisation by Consob (ref n. 11368 and n. 19060) to perform the following activities: discretionary portfolio management, investment advisory services and retail desk execution. All clients’ assets are deposited in escrow accounts at major Italian and foreign banks.

Society

A wide range of complementary skills

Competence and a personal approach are the common denominator of Alpe Adria Gestioni professionals. Our staff includes directors and portfolio managers with a long standing experience in companies such as ABN Amro, Deutsche Bank, Friuladria and Lloyd Adriatico.

Board of Directors

Michele Calzolari

Presidente

Mauro Scalfi

Consigliere

Andrea De Vido

Consigliere

Felice Fort

C.E.O.

Felice is co-CEO and founder of the company. He is in charge of the supervisory and administrative departments. Prior to this he was treasurer at Banca Popolare Friuladria and was a senior executive at ABN Amro CIMO SIM.

Umberto Spadotto

C.E.O.

Umberto is co-CEO and founding shareholder, in addition to being CIO.Previously he was head of brokerage at Banca Popolare Friuladria and a senior executive at ABN Amro CIMO SIM.

Style

Expert advisory based on accurate analysis

Each family wealth has its own history, its own needs and expectations.
The relationship between a private client’s needs and those of financial institutions is not always easy. A deep and detailed analysis of the client’s requirements is necessary in order to support them with specific advice tailored to individual risk profiles and mutually agreed investment objectives. With each client, clarity on investment needs and objectives represents the first key step when receiving a portfolio management mandate. This step is then followed by deciding the strategic asset allocation that perfectly suits the risk profile of the client. Finally, the implementation of the investment decisions, whereby the choice goes to the most liquid and cost efficient securities while avoiding less transparent derivative instruments.

High standard portfolio management services

Our primary added value at Alpe Adria Gestioni is the specific focus on security selection combined with careful market timing.
Starting with an in depth research and selection of the most appropriate financial instruments, we aim at delivering a tailor-made portfolio based upon a direct dialogue between the client and our investment management team. The strategic allocation decisions represent the building block of a portfolio, especially for clients with a long term approach. Tactical asset allocation changes can be quickly made when necessary, whereby each client is not left alone but fully supported when switching between mandates. Clients may decide to delegate the management of their total financial wealth or only a part of it. Depending on the size of the mandate, we often provide customised investment solutions outside the existing range of products. Wealth management at Alpe Adria Gestioni can be tailored to long term investors as well as to clients with tactical and short term investment needs.

Services

From strategy to action

Wealth management at Alpe Adria Gestioni means a wide range of advisory services customised to each client and their entire family. This includes all aspects of asset management thanks to the outsourced services of external advisors, especially in relation to corporate finance transactions.

INITIAL STRATEGIC ADVICE

Preliminary assessment of assets to be managed and definition of aims. 

Analysis of the client’s total wealth and suggestions on possible actions in order to either consolidate it or rebalance it.

Investment planning based on the preliminary analysis and the specific risk profile.

Identification of the appropriate investment solutions and agreement on the strategic allocation.

FINANCIAL ALLOCATION

TACTICAL ASSET ALLOCATION
Continuous review of strategy based upon various scenarios and potential market developments.
 
QUALITATIVE INVESTMENT RESEARCH
Daily investment decisions including short-term trading opportunities.

CORPORATE
FINANCE

Providing advisory services that may include cash-flow management, financial stabilisation through asset transfers, bond issuance and IPOs.

OTHER SERVICES

TAX PLANNING
Strategic advice aimed at reducing the fiscal burden on financial assets.

SUCCESSION PLANNING
Transferring assets to legitimate heirs or other beneficiaries.
 
REAL INVESTMENT
Support to clients on other aspects of their private life.

News

In accordance with the original mandate of our founding shareholders

Alpe Adria Gestioni aims to increase the assets under management the same way for all its clients, not just for its founding families.
Finding the right partner is not an easy task, both in life and in business. Since we got started, our mission at Alpe Adria Gestioni has always been the same, for our founding families as well as for new clients: to offer the best possible partnership in portfolio management and investment services. The core part of the assets under management still belongs to these families and for this reason Alpe Adria’s values have stayed the same over time. Our team of professionals have developed a strong expertise in asset allocation, security selection and investment advice; feel free to contact them and learn more about our services.

Banca Credinvest SA

Banca Credinvest SA entra nel capitale sociale della SIM
Alpe Adria Gestioni SIM SpA (“Alpe Adria Gestioni” o la “SIM”) e Banca Credinvest SA (“Banca Credinvest”) hanno il piacere di informare che, a far corso dal 9 febbraio 2018, Banca Credinvest ha acquisito il 52,1875% del capitale di Alpe Adria Gestioni. L’operazione, che ha già ottenuto le necessarie autorizzazioni da parte dell’Autorità federale di vigilanza sui mercati finanziari (FINMA) e della Banca d’Italia, ha trovato perfezionamento mediante l’aumento del capitale sociale della SIM, portato a Euro 3'200'000.

In tal modo, si è inteso rafforzare sensibilmente la dotazione patrimoniale di Alpe Adria Gestioni con l’obiettivo di favorire un percorso di crescita stabile e duraturo nel tempo.

Banca Credinvest è una banca di diritto svizzero specializzata nell’amministrazione e gestione di patrimoni di clientela privata ed istituzionale, nell’attività di intermediazione e nella strutturazione di prodotti finanziari. Banca Credinvest ha attività per circa CHF 2.5 miliardi, un Tier1 Capitale Ratio a fine 2017, pari al 41% ed è autorizzata dalla Banca d’Italia ad operare in Italia in regime di libera prestazione di servizi (LPS), per l’offerta di servizi bancari. 

Attraverso la presente operazione viene ampliata la filiera dei servizi erogabili dalla SIM alla propria clientela, affiancando alle attività di gestione patrimoniale, consulenza e negoziazione, una più articolata e personalizzata proposta commerciale, che potrà avvalersi della diffusa rete di contatti e controparti internazionali di Banca Credinvest con le quali sono consolidati da tempo rapporti di collaborazione. 

Particolare attenzione è stata riposta nell’assicurare il mantenimento delle stesse modalità di interazione con i clienti applicate in oltre vent’anni di attività da parte della SIM. A tale fine, sono stati riconfermati alla guida di Alpe Adria Gestioni gli attuali Amministratori Delegati, Felice Fort ed Umberto Spadotto.

Prospect

Dragon Capital Vietnam
Exclusive distributor for Italy

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Contacts

PORDENONE
Corso Vittorio Emanuele II, 20 /B
33170 Pordenone - Italy
Phone +39 0434 521886
alpeadria.gestioni@aagest.it

MILAN
Via San Pietro all'Orto, 26
20121 Milan - Italy
Phone +39 02 87381918
Phone +39 02 87381853

Area Riservata