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Customised investment advisory

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 via 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 advisors. 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.

What does the advisory consist of?
Investment advisory services or investment fund advisory services are comprised of following stages, which are based on advanced approaches for reliable monitoring of your investments.
Selection of investment based on your experience, goals, risk relation
Division of resources to cover expenses and funding investment goals.
Investment strategy
It is determined based on your time frame and financial profile.
Investment proposal
We recommend adequate investments based on the analysis and trends.

Mutual funds
Portfolio monitoring
We regularly monitor portfolio compliance with our clients profile.
Possible adjustments
If investments are no longer appropriate we inform you&suggest changes

Intesa Sanpaolo Bank provides investment advisory and advisory services for investment funds. The difference between investment advisory and advisory services for investment funds is only, who specifically provides this service. Investment advisory is provided by employees with a broader range of skills than employees who provide advisory services for investment funds. Both operate on the basis of a special authorization from the Securities Market Agency in such a way that the appropriate level of knowledge and competence is taken care of in both cases. The Bank also leveled the contractual content for both types of services

Check the list of branches (.pdf) in which we provide investment advisory services or fund investment advisory services.


Do you need help?

We are here for you.

Look for appropriate contact number:

Intesa Sanpaolo Bank Contact center
Monday-Friday 7 a.m. - 6 p.m. and Saturday 8 a.m. - 12 p.m.

  •     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