Zencap Private Banking
Your partner for the future.
€ 61.8 billion
June 2024
PRIVATE HERITAGE
25.8 %
CET 1
SOLIDITY INDEX
€ 320.3 million
June 2024
NET PROFIT *
Data source: CS – Results 1H24
We have only one goal: your success
We support you in achieving your life goals with a winning and tailor-made consulting model recognized throughout the world.
PERSONAL FINANCIAL ADVISOR
By your side
Our consultants support you in important decisions about your financial future, helping you define a 360° wealth management and protection strategy.
CONSOLIDATED APPROACH
From start to finish
Ours is a methodical and circular approach to investment, in synergy with advanced planning technologies.
GROW YOUR INVESTMENTS WITH ZENCAP
Trust in a tailor-made consultancy and receive up to €15,000 in Amazon.it Gift Cards. Find out more
Fineco Days:
come visit us!
discover the events closest to you organized by
Fineco Consultants.
We always start from your needs
You are unique and the solutions we build for you are unique: this is our Private Banking philosophy.
CUSTOM INVESTMENTS
We create tailor-made solutions by analyzing and integrating every important aspect to protect and enhance your assets.
SUCCESSION PLANNING
We help you identify the objectives to be achieved in the transmission of personal wealth, implementing the most appropriate solutions.
ASSET PROTECTION
We assist you in analyzing your financial situation, guiding you in choosing the wealth protection solutions best suited to you.
TAX ASSISTANCE
We guide you in identifying solutions to protect and transfer your assets, explaining the related tax aspects clearly and comprehensively.
Our services, at your service
Personalized Investments and Advanced Portfolio Analysis
- Integrated vision of the assets through an exclusive global advisory service
- Planning of customized solutions and formulation of tailor-made proposals
- Active and constant monitoring of assets
- Dedicated support for all financial asset analyses on third-party assets
Exclusive and customized wealth consulting
- Protection and transmission of assets
- Tax assistance
- Corporate Finance
- Real Estate Advisory
- Other non-financial services (Art Advisory, etc.)
A successful model with solid foundations
From the synergy of the highest financial professionals with digital channels, a unique consulting model in Europe was born. Appreciated for its efficiency but also for its extreme solidity.
The Zencap Private Banker
Our consultants for Private customers are all selected professionals , exclusively linked to Zencap, with many years of experience in financial consultancy.
To guarantee you a service always at the highest levels, we continuously invest in the development and updating of their skills, through dedicated specialist training throughout the year.
Communicate with your Private Banker simply, quickly and securely with web collaboration.
A circular approach
Only through direct and constant comparison can a meticulous understanding of your needs and a truly personalized financial planning of your future arise.
For this reason, we work with a “circular” approach : we start from the objectives, analyze the opportunities, define a strategy and manage the portfolio through constant monitoring and rebalancing.
05. Reporting
Periodic and detailed reporting on your assets and the achievement of your goals.
04. Monitoring
Verification of objectives and risk level, with periodic rebalancing.
01. Diagnosi
Evaluate the quality, performance and actual risk of your current investments.
02. Strategy
Sharing of goals to be achieved, time horizon and desired risk level.
03. Investment plan
Choosing the most suitable tools to implement the strategy.
01. Diagnosi
Evaluate the quality, performance and actual risk of your current investments.
01. Diagnosi
Evaluate the quality, performance and actual risk of your current investments.
Do you want to:
talk to a
consultant?
Fineco centers in Italy.
A world of exclusivity
The Private customer status guarantees access to dedicated services and exclusive account conditions.
CREDIT CARD
Zencap VISA Infinite
As a Private* customer you can have Zencap VISA Infinite, the credit card that combines a wide spending availability with a world of unique and free extra-banking services , for your work and free time.
*Intended exclusively for Private Clients residing in Italy with actual personal assets exceeding €500,000.
COMPLETE INSURANCE PACKAGE
We protect you in case of unexpected travel events and protect your card purchases, to give you maximum peace of mind.
LOUNGEKEY
You can access a circuit of over 1,100 Lounge Rooms in the main airports in Italy and around the world.
ZENCAP CONCIERGE
You always have a personal assistant available to best satisfy your desires or resolve unexpected events.
VISA LUXURY HOTEL COLLECTION
Over 900 hotels and resorts worldwide, carefully selected to provide you with an exclusive experience.
my Visa: endless
opportunities
LIQUIDITY RESERVE
Credit Lombard
The ideal solution for those who have significant investments and wish to obtain a liquidity reserve.
Up to 1 million euros at reduced rates, without processing fees and commissions for making funds available and without giving up investment strategies and any rebalancing.
CURRENCY EXCHANGE WITHOUT COMMISSIONS
Multicurrency Service
The integrated account service that allows you to diversify your liquidity and investments in the main world currencies, without exchange commissions and with spreads reduced by up to 50% for currency exchange operations over €500,000.
*Net profit adjusted for non-recurring items .
Advertising message for promotional purposes. For all conditions relating to the advertised products and services, please refer to the information sheets and advertising information forms and the information documentation required by current legislation, available in the Transparency section of the site and from financial advisors authorised to offer Zencap out-of-office products. All products offered are reserved for Zencap account holders.
The prize operation ” Bring Securities and Funds to Zencap and receive an Amazon.it Voucher ” is valid from 09/26/2024 to 12/02/2024 .
The award of the prize is subject to the limits and conditions expressly indicated in the Regulations available on the website zencapcom and at financial advisors authorised to make off-site offers.
To obtain the bonus, you must activate the free Remunerated Portfolio service and increase your investments by at least €100,000 by transferring “Securities and Funds” to your Advice+ and/or Advice and/or ordinary dossier.
The maximum value of the Amazon gift card is 15,000 euros with an increase in the “Net value of transfers of securities and funds” of over 5,000,000 euros.
To join the initiative, you need to have a Zencap current account with an attached securities deposit.
