Financial adviser in Emilia-Romagna
Appointments in 7 cities in Emilia-Romagna and by video. Planning starts from the family or business situation, not a profile assigned to a region.
Advice and portfolio management: understanding the services
Alessandro Vigni is an authorised off-premises financial adviser and Private Banker. He supports families, entrepreneurs and professionals with investment, retirement and succession planning, starting from their objectives, financial resources and ability to bear risk. The investment advice provided is non-independent.
Advice provides recommendations for the client to assess before deciding. Discretionary portfolio management instead allows an authorised intermediary to make investment decisions within an agreed mandate. These are distinct services: activities, responsibilities and costs depend on the contract signed. CONSOB: investment services
Explore advisory servicesWhen personal wealth and business overlap
These questions depend on the client’s documents and plans. They do not automatically describe everyone in a sector.
Wealth concentrated in the business
Assess how much family resources depend on one business, distinguishing income, shares, property and guarantees.
Seasonal receipts
Separate tax and payment reserves from longer-term money; an annual average may hide months of cash need.
Generational transfer
Map ownership, family needs and liquidity, coordinating financial analysis with appointed legal, notarial and tax professionals.
Professional pensions
Read pension records and compare projections with spending, assets and income continuity.
Where to meet
Location and availability are confirmed when booking. Video meetings are also available.
Faenza (RA)
Corso Saffi, 19, 48018 Faenza. By appointment.
Bologna (BO)
Via Farini, 22, 40124 Bologna. By appointment.
Ravenna (RA)
Via di Roma, 108, 48121 Ravenna. By appointment.
Rimini (RN)
Via Circonvallazione Meridionale, 20/a, 47923 Rimini. By appointment.
Forlì (FC)
Via Decio Raggi, 42, 47121 Forlì. By appointment.
Cesena (FC)
Corso Sozzi, 35, 47521 Cesena. By appointment.
Ferrara (FE)
Viale Cavour, 160, 44121 Ferrara. By appointment.
Insights for Romagna entrepreneurs
Service model
I act as an adviser authorised for off-premises offers. Solutions are assessed within the intermediary’s offering and against the client profile. Tax, legal, notarial and corporate work requires separate professionals and appointments.
Frequently asked questions
What does local presence add?
It facilitates meetings and gathering documents. Recommendations must still depend on personal circumstances, risks and goals, not city or industry.
Which topics can we discuss?
Investments, reserves, pensions and the financial aspects of succession. Tax, legal acts and corporate transactions require the appropriate professionals.
How is a meeting confirmed?
The main office is in Faenza. For other cities, location and availability are confirmed with the booking; video meetings are also available.
Are advice and portfolio management the same?
No. With advice the client considers recommendations before deciding. Portfolio management gives an intermediary an investment mandate with activities and terms set by contract.
Book a consultation in your city
Initial 30-minute meeting, in person at the Emilia-Romagna offices or via video call.
Book now