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Ersel performs trading operations on all types of securities based on orders placed directly by the customer.
The transmission of buy and sell orders is carried out through the Private Banker and allows access to the main equity and bond markets, ETFs and the best Funds and SICAVs.
The execution of orders is carried out by the trading desk in compliance with "best execution" according to MIFID regulations.
The correspondence of the client's risk appetite with the risk potential of the investment is checked before each order placed by the client. The Bank has adopted its own method, known as Risk Budgeting, through which a maximum risk ceiling is assigned, set on the basis of the client's risk profile, reached by the customer's portfolio as a result of individual investments.
The maximum limit – the Risk Budget – is "reduced" by each individual investment, on the basis of a risk coefficient set specifically by the Bank according to the type of investment, issuer, etc., in order to ensure that the risk level is not exceeded.
The advance check of the "reduction" of the Risk Budget for each transaction is carried out by means of IT tools and, in addition to providing an up-to-date overview of the overall degree of risk reached by the portfolio at all times, guarantees full compliance with suitability regulations.
High-quality service, thorough analysis, tailored products, and a trust-based relationship that grows stronger over time: these are the characteristics in place since 1936 which enable Ersel to distinguish itself and excel in the Italian asset management sector.
A personalized service of wealth planning and inheritance through the use of private insurance products of leading Italian and EU insurance institutions. The offer consists of Class I, Class III and Multi-class policies to seize the opportunities of market and tax and asset optimization.
Thanks to its history and entrepreneurial calling, Ersel has always focused on the needs of the Italian business community, acting as a bridge between finance and industry.
Ersel offers the possibility of investing in Individual Savings Plans (PIR), introduced in 2016 and subsequent amendments that guarantee tax concessions for participants but represents a form of long-term support for small and medium Italian enterprises and stimulates the country’s economic growth.
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