Advisory

At Finpromotion, our advisory service is designed to meet the needs of investors who wish to play a more active and direct role in their investment choices.

We offer a team dedicated exclusively to clients who wish to have greater interaction in their investment choices.

Our personalised approach ensures that each client receives the attention and assistance they need to make informed and strategic decisions.

Nicola Rezzonico

Director
Head of Advisory
n.rezzonico@finpromotion.ch

We conduct thorough analysis and verification of investments to ensure compliance with regulations and meet client needs.

Our commitment is to ensure that each investment not only meets requirements, but is also in line with current regulations.

We offer continuous assistance for the choices we make, striving to keep clients informed of any developments and ensuring that investment decisions are always well thought out and based on up-to-date information.

We take a personalised and detail-oriented approach. By choosing us as your partner in investment, we offer you the knowledge, tools and support you need to navigate the world of financial markets with confidence.

“The secret to winning in the stock market is to lose as little as possible when you are not right”

William J. O'Neil: 
American businessman, stockbroker and writer