Italy’s independent saving bank Invest Banca has launched IB Evolution, an online service for discretionary portfolio management.
The platform is aimed at financial and tech-savvy clients who are looking to enhance their investment management services.
IB Evolution offers a Low Risk line of service and a Mid Risk one, the bank said. The service is accessible from Invest Banca’s website as well as from any laptop or smartphone.
Both options provide investors with an active management service with a quantitative system to manage risk by redefining exposure every three months.
As per the investment choice selection, Invest Banca looks through asset classes including equities, bonds, funds and ETPs.
Stefano Sardelli, general director at Invest Banca, said the launch follows the bank’s plan to move most of their services online.