CFO SIM – INNOVATIVE APPROACH

“We are interested in the customer, even before the assets. At first glance it may appear to be a slogan, but on a closer inspection this is the best approach to achieve a real alignment of interests and create a relationship destined to last over time". 

Alessandro Forza, Head of Private Banking by CFO SIM, thus summarizes the approach followed by the historic company founded by Andrea Caraceni, who recently decided to develop the business in this sector. 

And it did so by focusing on the manager with thirty years of experience in the development of the financial and insurance business, having worked for Banca Generali, Pramerica and SCM Sim.