Positioning

During the last two years the market has shown the great limits over the traditionally managed savings, burdened by clear conflicts of interests, which are often twisted against the Client.

Since 2004, Independent Private Bankers SIM, has chosen to locate its activities outside the mainstream logics that characterize the majority of the offer of the competition.

First of all, the activity of Independent Private Bankers Sim doesn't foresee the detention, not even temporarily, of the liquidities and/or of the financial tools of the investors, whom liaise only with the financial institutions issuing the products.

In fact the mission is that to furnish a global financial advisory that integrates a vast range of services for the allocation of the patrimony to the Client. To reach this objective, IPB’s activities include the traditional advisory on the products offered by some among the main Italian and foreign investment companies, but above all the independent consulting service without any conflict of interests, with personalized solutions for to the demands of the clients based on the analysis and the evaluation of all the tools of investments available in the Italian market.

The absence of conflicts of interests is based on the detachment of the Client to the errands produced by the financial tools recommended by the Sim.

This pioneer and farsighted choice, guaranteed and strengthened by the independence of the banking groups and insurance groups, makes Independent Private Bankers SIM the recognized leader in the fee only advisory, an idea that IPB Sim has turned into a reality through a consolidation over the years, something that today many are only starting to approach.