Sales & Advisory

SALES

The Intermonte sales force (numbering around 50 between sales staff and traders) is highly valued by domestic and international institutional investors thanks to its expertise and dedicated focus on the Italian equity market.

One of Intermonte’s key strengths is the extensive experience of its team, which has worked together with consistency and cohesion for over 25 years. The team’s seniority is a unique feature in the Italian financial market and represents a fundamental asset in maintaining strong relationships with clients. Expertise, reliability, and in-depth market knowledge help strengthen the trust of both Italian and international investors, reinforcing Intermonte’s role as a long-standing and trusted partner.

The team is split into specialised desks – including those for derivatives, ETF, government and corporate bonds – in order to offer clients full spectrum consultancy on all financial products on the Italian market.

Geographical coverage of the sales force is broad, with over 750 active institutional clients in all the main regions: Italy, the UK, continental Europe, the USA and Canada.

Bolstering the work of the sales force is ongoing institutional marketing, which generates over 200 roadshows a year featuring more than 800 group and/or one-to-one meetings with top management of listed companies, including the leading members of the FTSE MIB index.

Size of the sales force and geographical breakdown

ADVISORY

Intermonte know-how for active fund management

Intermonte Advisory and Management: a team of experienced and professional fund managers actively offers their expertise through various products and services:

Specialised mandates for institutional clients: mandates for management of SICAVs and funds featuring strategies typically focused on eurozone/Italian equity or corporate bonds.
Wealth management, bespoke management mandates: management of funds with differing risk profiles for professional private investors or institutions
Specialised private banking/financial promoters (private banking, financial promoter networks, treasury, asset management) via our customised consultancy services: these include reports on international markets (dealing with forex, commodities, rates and equity markets, with treatment of matters of particular import and impact for markets); Support for portfolio analysis; reworking of investment ideas for more commercial purposes, aimed at non-institutional clientele; market pointers and strategies to employ; focus on ESG

Some publications and periodic strategy products are available on the Websim platform:

Italian portfolio: a model equity portfolio with a focus on the Italian market
Model portfolios: multi-asset portfolios built on different risk profiles (low, medium-high), mainly using ETFs, certificates and individual bonds (retail denomination)
Bond portfolio: model portfolio published monthly, consisting of individual bonds (retail denomination) and bond ETFs
"Caffè con Cesarano": bi-weekly commentary by Intermonte's Macro Strategist in the form of a podcast, and real-time reporting (via dedicated channel),
Week in Charts: weekly document of analysis and commentary on the main market catalysts, explained from charts
ETF Box: monthly strategy document, outlining the Macro Strategist's outlook through an asset allocation in ETFs