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Ersel Banca Privata SpA, in continuity with its history started in 1936, focuses exclusively on Wealth Management, a choice that reflects the desire to exclude possible conflicts of interest that can be generated with other activities, such as investment banking or business financing. Moreover, private banking, excluding trading, placement as collateral or financing, does not expose the bank to the main bank risks.
Three are the fundamental guidelines that develop the activity: asset management, through individual mandates, dedicated SICAV segments and funds; investiment advisory, through portfolio advisory mandates and assistance on legal and inheritance issues related to assets, the execution of investments arranged directly by the customer, with access to major international financial markets.
Unlike other Italian operators, Ersel does not resort to an external sales network, preferring to rely on internal professionals able to analyze the needs of each individual customer. Total integration of the structure allows to offer a personalized service and in line with the expectations of the most demanding customers.
Ersel Banca Privata SpA also distributes in Italy, together with Online SIM SpA, funds managed by Ersel Asset Management SGR SpA and Ersel Gestion Internationale SA.
Besides the main activities, Ersel Banca Privata SpA also carries out ancillary activities such as:
Turin - 10121 - Piazza Solferino, 11
Share capital: € 50.000.000 i.v.
Registro Imprese di Torino, CF e P.IVA: n. 11894590154
Iscritta all'Albo delle Banche: n. 5573
Cod. ABI: 03258
Company adhering to the National Guarantee Fund and to the Interbank Deposit Protection Fund.
Independent Auditors: EY Italia
Ersel Asset Management SGR was the first mutual fund management company to be authorised in Italy in 1983.
Ersel Gestion Internationale is the group company dedicated to the management of umbrella funds set up under Luxembourg law, funds selection and wealth management.
Simon Fiduciaria offer their services to private customers, entrepreneurs and professionals, nationally and abroad. Simon Fiduciaria became part of Ersel Group in 2015.
Since 2000 Online SIM is the leading fintech platform in Italy to invest online in mutual funds.
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