In order to guarantee a highly specialised service that meets the needs of each client, be they private or institutional, Nextam Partners SIM offers a wide range of additional bespoke services, namely:
- Administered accounts
- Order collection, transmission and execution
- Placement of third-party funds
- Other advisory services
We believe it is important for your securities to be put into safe hands and administered efficiently and, as such, Nextam Partners SIM’s securities custodian and administration service is the most suitable solution.
By way of its deposit service, the SIM undertakes to place clients’ securities in custody and to keep the accounts on the financial instruments, handle renewals and cash in coupons, interest and dividends, check the core actions for capital reimbursements or for the allocation of premiums.
Order collection, transmission and execution
Nextam Partners SIM has developed a trading platform that offers a bespoke service for financial instrument brokerage, in particular with company and government issuers in the euro area.
Our trading desk can boast relations with the main Italian and international institutions, with whom it deals directly without any intermediary.
By way of the order collection, transmission and execution service the SIM offers its services to carry out any instructions it receives from its clients, be they private or institutional, in so doing avoiding any price distortions and offering significant efficiencies that are often quantifiable as a number of basis points. Since we do not have a proprietary book, our only goal is to meet our clients’ requests at the best conditions on the market.
Placement of third-party funds
We place third-party funds for institutional investors and high profile private clients or family-run industrial groups that want sophisticated highly tailored solutions.
By way of distribution platforms or through direct agreements, Nextam Partners SIM offers access to a wide variety of funds of top-notch investment houses or third-party boutiques, funds that are rarely accessible through the traditional bank channels. By borrowing on the skills the selection team has developed since 2006 to date in finding and selecting asset managers, we support our clients in their choice of the best third-party asset managers for the pertinent investment strategy under examination.
The philosophy behind the selection of third-party asset managers is based on the principle that the performance of each portfolio is the outcome of the asset manager’s experience, culture and discipline in its own organisation. The central role in assessing an asset manager thus focuses on both the asset management team that generates the performance and on carefully reconstructing and analysing the asset manager’s track record, focusing on understanding the investment process in every phase of the market, in particular in those phases when there is strong stress, and on the solidity of the investment process.
Other advisory services
Apart from its financial advisory service for asset management, Nextam Partners SIM also has a specific team to assess corporate finance and ordinary / extraordinary finance transactions.
This is a sort of ancillary service aiming to support SME in matters such as: analysis of M&A operations, asset disposals, advisory on company’s financial structure and business planning.