Discretionary Wealth Management

IMPact offers discretionary wealth management services for private and institutional investors, as well as for family offices. IMPact’s clients can entrust the management of their assets to investment professionals through a customised investment mandate.

In partnership with national and international banks, which provide custodian services, IMPact offers three wealth management lines: Delta Aggressiva, Delta Equilibrata and Delta Moderata.

All three investment management lines, which are differentiated in terms of risk appetite and investment horizon, adopt a flexible investment style, pursuing and taking advantage of any pricing inefficiencies for both debt and equity securities.

Discretionary Wealth Management Lines

Linea Delta Aggressiva

Asset allocation limits:

  • Up to 100% invested in monetary and debt securities denominated in currencies of advanced countries;
  • Up to 100% in equity securities issued by issuers based in the Eurozone or in other advanced countries and denominated in their respect currencies;
  • Up to 100% in commodity securities, financial instruments linked to developing countries, non-investment grade bond instruments denominated in any currency.

Max duration: 10 years

Min. investment size: EUR 250.000

Linea Delta Equilibrata

Asset allocation limits:

  • Up to 100% in monetary and debt securities denominated in currencies of advanced countries;
  • Up to 60% in equity securities issued by issuers based in the Eurozone or in other advanced countries and denominated in their respective currencies;
  • Up to 30% in commodity securities, financial instruments linked to emerging countries, non-investment grade bond securities denominated in any currency.

Max. duration: 10 years

Min. investment size: EUR 250.000

Linea Delta Moderata

Asset allocation limits:

  • Up to 100% in monetary and debt securities denominated in currencies of advanced countries;
  • Up to 30% in in equity securities issued by issuers based in the Eurozone or in other advanced countries and denominated in their respective currencies;
  • Up to 30% in commodity securities, financial instruments linked to emerging countries, non-investment grade bond securities denominated in any currency.

Max. duration: 7 years

Min. investment size: EUR 250.000

Find out more about IMPact SIM’s investment solutions

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