Wealth Management

Wealth Management is the unit of Deutsche Bank that provides tailored financial solutions to high net worth individuals according to an integrated approach to asset management and comprehensive, bespoke tax and succession planning.

An integral part of the Private Wealth & Commercial Clients division that is essential to best meeting the needs of individual clients, it boasts rapidly growing assets under management, operating from seven offices located throughout Italy, in pursuit of the goal of developing asset management services adapted to each individual, in a way that also reflects their professional activity.

The range of products offered includes traditional professional advisory services, direct management of the client portfolio through structured products and specific, high value-added ancillary services, such as art advisory.

Our services
Professional advice. Selection and trading of stocks, bonds and repurchase agreements, foreign exchange trading, and evaluation and purchase of insurance and pension products.

Direct management and structured products. Comprehensive management of the client's portfolio according to return expectations, risk appetite and currency preferences. Discretionary management, Italian and international investment funds (including hedge funds and real-estate funds), open-end investment companies and private-equity funds are the instruments used.

Ancillary services. Advice concerning all other sectors of investment, from real estate to art, tax advice and financial planning.

Wealth Management in numbers
. Seven offices, located in Milan, Lecco, Turin, Verona, Florence, Rome and Naples
. 27 client advisors available to provide highly professional asset management advice
. Over 800 clients

Contacts
The division is based in Via Filippo Turati 27, Milan.
You can contact us for any needs using the details below:

. Tel: (+39)02.4024 3842
. Fax: (+39)02.4024 6208
. E-mail: wm.italia@db.com
. Internet: https://deutschewealth.com
 
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Last Update: April 18, 2018
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