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Ersel has always reserved special attention to private customers. The family nature of the business is the best guarantee of independence and of the continued commitment to preserving customers’ assets and ensuring their grow over time.
Ersel’s core business is the long-term management of customer assets. We develop a relationship of trust with the customer, destined to grow stronger over time, to accompany the development of all elements of assets and at each phase of their process, anticipating their requirements and seizing their opportunities.
From asset management to financial advisory services, from trust services to real estate services and other services for specific needs, Ersel provides its customers with personalised solutions that meet their requirements and match their risk profile.
Unlike other Italian operators, Ersel has deliberately never established a network for the promotion and sale of its products and services, but prefers to rely on internal professionals, in order to maintain direct and highly professional dialogue with the customer. A dedicated private banker is assigned to the customer from the outset, and in turn he coordinates a team of internal experts, and, where necessary, also external experts, to also provide an effective response to highly complex needs.
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.
The assets often include a significant real estate component headed by natural persons or legal entities. Thanks to the experience accrued to date, Ersel can help customers with various activities carried out both directly or indirectly with the help of specialised external consultants.
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.
Through the London office, Ersel offers selection services managers and creation of dedicated Sicavs and Funds, while the Luxembourg office is focused on private banking activities with the aim of accompanying customers who have international interests, family and business.
Familiarity with the needs of high net worth entrepreneurs and families, extreme attention to confidentiality, personalised service and transparent trading are characteristics that have always qualified the trust services of Ersel, a leading player in previous Italian tax amnesty and voluntary disclosure initiatives.
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