Business Model

The Mediolanum Group’s strategy is based on a concept conceived by Ennio Doris: i.e. providing all-round financial advisory services.

Providing after-sale services not only means proposing the best investment solution, but also helping customers manage emotions that are put to the test by inevitable market volatility, which was the case particularly over the course of the last several years given the stock market performance and the global financial crisis.
This approach to advice ensures that customers reap the greatest benefits, long term.
Accordingly, advice must be customized and targeted to individual needs so that customers can make investment choices that are consistent with their profile, individual needs, experience and real opportunities.

Family Bankers^® do not merely sell products, they offer solutions.
This system allows Mediolanum to operate in the various areas of financial services applying the skills and flexibility needed to best respond to the constant economic, tax, financial and regulatory changes. The investment strategy is the result of a thorough analysis of global financial markets and the expertise Mediolanum has developed in asset management. It aims to reduce risks associated with lack of investment diversification.

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