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Customised investment consultancy

Successful achievement of financial goals starts with a conversation.

There is nothing better than a good advice

Free professional support

Counselling and monitoring of investments tailored to your needs

Control of risks

Monitoring of portfolio adequacy based on your financial profile

Confidential dialogue with consultant

You can contact your consultant through several communication channels

meeting with a bank consultant

Always available


If you need professional help in making investment decisions and looking for alternative investment products, you can take advantage of the free services of our consultants. We always start our relationship with a conversation, which helps us learn about your investment goals and allows us to suggest the best way to achieve them. Intesa Sanpaolo Bank markets mutual funds Eurizon Fund and Eurizon Manager Selection Fund, recipients of international awards.

Make an appointment

What does the consultancy consist of?

Investment consultancy services are comprised of four stages, which are based on advanced approaches for reliable monitoring of your investments.

Analysis

Selection of investment based on your experience, goals, risk relation

Planning

Division of resources to cover expenses and funding investment goals.

Investment proposal

We recommend adequate investments based on the analysis and trends.

Mutual funds

Portfolio monitoring

We monitor your portfolio, to ensure security of your investments.

Do you need help?

We are here for you.

080 13 18
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Intesa Sanpaolo Bank Contact center

  •     Calling from Slovenia: 080 13 18
  •     Calling from abroad: 00386 5 66 61 838

Service center for card business – 24 h

  •     Calling from Slovenia:  05 66 61 256
  •     Calling from abroad: 00386 5 66 61 256

Real estate sale: 00386 5 66 610 10

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