Service Plans for Every Professional Need
Banco BPM Invest SGR offers three distinct service tiers designed to match the complexity, scale, and expectations of different professional clients. Each plan provides a clearly defined scope of services, a dedicated point of contact, and access to our core analytical and execution infrastructure. Select the plan that best reflects your organization's current requirements, with the flexibility to upgrade as your needs evolve.
Essential
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Designed for smaller professional firms and financial intermediaries seeking foundational access to our intermediation services and investment reporting tools.
- Access to standard investment intermediation services
- Quarterly portfolio performance reporting
- Single dedicated relationship manager
- Basic regulatory compliance documentation support
- Access to market research and economic outlooks
Professional
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Suited for mid-sized corporates and institutional investors requiring customized financing structures and expanded advisory engagement.
- Tailored corporate credit and financing structuring
- Monthly detailed risk and performance reporting
- Priority access to primary market allocations
- Dedicated advisory team with sector specialists
- Full MiFID II and AIFMD compliance support
Institutional
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Built for large corporates, pension funds, and family offices that require full-spectrum financial services, bespoke mandates, and executive-level engagement.
- Bespoke investment mandate design and management
- Real-time reporting dashboard with full attribution
- Dedicated senior portfolio manager and legal liaison
- Project, acquisition, and bridge finance structuring
- ESG integration, impact reporting, and governance advisory