To be a leading of independent financial advisory services for institutional investors in Italy, free from conflicts of interest, building long-lasting relationship based on trust, transparency and professional integrity, while safeguarding our clients’ assets.
How we operate
The advantage of turning to Nextam Partners’ advisory services means benefitting from the company’s concrete and operating approach, a working method that stems from our innate asset management DNA and not that of a consultant.
For each client, we develop a tailored investment strategy: starting with a comprehensive portfolio analysis, we define the strategic asset allocation, select investment managers and continuously monitor performance, with a particular focus on risk management. We work with both existing portfolios and new investment solutions to enhance diversification, returns and overall investment quality, while always prioritizing portfolio liquidity.
Nextam Partners does not offer proprietary investment products. Instead, we recommend individual securities or carefully selected products from leading third-party asset managers, adopting a “boutique of boutiques” approach. Our remuneration is based exclusively on advisory and performance fees, with no connection to the sale of the selected investment products.
For more information
“Only when the tide goes out do you discover who’s been swimming naked.”
“Risk comes from not knowing what you are doing.”
“Our favorite holding period is forever.”