Claudio Moro

Provides asset, wealth management and alternative investment services

Designs and manufactures energy supply, storage & transformation systems, inverters, converters, battery chargers and industrial rectifiers

Functions as a College/University

Provides financial advisory, asset management and investment services

Operates as a private equity merchant bank

Provides investment banking and financial advisory services to financial investors, government agencies, and corporate users

Provides customized payment, mobility and proximity banking technology services

GBL Private Banking is an active, long-term manager which analyzes investor expectations, needs and problems to propose portfolios composed of the most suitable solutions. Their relationship managers seek to create long-term relationships with each customer, asking them to provide guidance on their return expectations and timing of investments in line with the level of acceptable risk, which they review regularly through meetings. The firm’s portfolio management services aim to protect capital while constantly trying to identify new investment opportunities. They construct diversified portfolios, investing across geographic areas and favoring large international markets where liquidity is high, the regulatory environment is stable and risk is low. They prefer to invest in traditional securities and financial products and limit the use of structured products or other complex instruments, except in cases where it is necessary to meet specific customer requirements and/or special market situations.