By your side,
with simplicity and transparency
After years of entrepreneurial activity, within an important family group, I realized that something was missing in the financial service market: a competent partner able to combine independence and clarity
I decided, therefore, to create a different reality, whose ambition is to create added value for the customer, overcoming the commercial logic of traditional consulting, often conditioned by economic incentives on financial products.
For me what matters is to offer the best service for the customers I take care of at every stage, with consistency, simplicity and transparency. Three characteristics that represent the essential guidelines to identify together with my clients the areas of greatest value creation, according to the objectives and the risk profile.
In recent years, I have had the opportunity to learn the logic of the most qualified operators on the market. The network of relationships I have built allows me to have access to the most advanced range of offer of the main national and international players. The wealth of experience gained is so valuable that I decided to make it available to those looking for an independent and tailor-made financial advisory service.
Fondatore di HVM Finance
Independent in the provision of the service, clear in the information
Independent financial advice
Our 4-step working method
We define together the objectives and evaluate the most appropriate methods and tools
We make a detailed evaluation of the client’s financial situation
Starting from the information collected we develop a personalized and detailed proposal
Project start-up and activities in progress
We develop the investment project, constantly monitor it and inform the client about the performance
Forget the old way of doing financial advice. With HVM Finance you pay only for the service offered
We are aligned with the needs of our customers
Independent financial advice
The management of assets and savings accumulated with the sacrifices of a lifetime is a very delicate matter. Choosing a financial advisor who takes care of your savings with the same care with which he manages his own, can make all the difference.
At the base of a lasting and fruitful collaboration there is the construction of a relationship of trust that aims, from the beginning, at clear and transparent objectives. The client must be able to count on a financial advisor who not only possesses technical skills, but is inspired in daily practice by principles of professional ethics that make him a serious and reliable partner.
Your assets and savings are the most valuable asset
The experience gained over the years, working within an important family business group, has allowed me to deeply know the needs of the company’s ownership and management.
We have developed an ad hoc offer for companies that need independent and constant support to promote the management of the relationship with banking institutions.
- Business liquidity management – analysis and evaluation of the most flexible opportunities and solutions to obtain an attractive return at low risk, compared to the alternative of holding zero-return or negative return liquidity due to the presence of negative rates
- Analysis of financial equilibrium – analysis of the structure of out-of-place financing and evaluation of possible areas for improvement
- Sources of financing – support in the activity of finding new sources of financing both as capital and as debt
- Opening of capital – assessment and support of the opportunity to open capital for extraordinary disposals, mergers and acquisitions
- Financing of working capital with partial disintermediation of the banking circuit (supply chain finance) – assessment of the opportunity to use alternative capital financing solutions