Invest Banca is specialized in the provision of investment services. Organized according to a functional business model, it offers, on the one hand, specific customized services on behalf of intermediaries, and on the other hand, typical brokerage and Private Banking activities.

Invest bank is perceived in both the private and business market as a professional, innovative and flexible provider of financial products and services.

In particular, as regards institutional clients, Invest Banca provides organizational solutions aimed at enhancing performance and effectiveness of a number of processes, such as: securities back-office, registry of financial instruments and price updates, systemic internationalization on equity securities and “IBIS” platform bonds, market services as a specialist operator, liquidity provider or share depositary, corporate & corporate banking advisory services, advice on property portfolios and delegated management. Invest Banca is also a qualified trader on all Italian Stock Exchange markets.

BACK

FINTECH PROJECT

The Fintech project, developed by Invest Banca, combines the experience gained in the investment world with the most innovative digital technologies.

This results in a cutting-edge offer of products and services of particular excellence, such as IB Navigator, the first digital asset management system in Italy for which subscriptions can be made entirely online, and IB Prisma, the ultimate online trading platform.

Evolved products and services targeted to professional clients

Invest Banca makes its financial technology available to financial intermediaries and institutional clients who want to expand their business and broaden their range of products and services. More specifically, Invest Banca solutions enable customers to:

• open new distribution channels for products or financial instruments

• offer their own specialized services within our range

• enrich their product offer with no need to invest in structures and personnel

IMPLEMENTED ACTIVITIES

Online placement. Invest Banca’s technological platform handles the entire procedure through data flow exchange, from the opening of relationships up to final reporting

White label online placement through the “Apriconto” technological platform

Traditional placement directly at the counter or through a network of consultants

CORPORATE BODIES

Board of Directors

Board of Statutory Auditors

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