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Titoli
Casa Della Finanza · Investments

Funds & Securities

Direct access to global capital markets equities, bonds, ETFs, and a curated universe of institutional-grade funds through Italy's most trusted name in investment custody and advisory.

Overview Live Markets Our Products Fund Screener How to Invest Return Calculator Why Casa Della Finanza FAQ
Securities & Fund Access

Where Markets Meet Mastery

A Century of Market Expertise at Your Disposal

Casa Della Finanza's Securities & Funds platform gives you direct access to the world's leading capital markets through a single, integrated account — without sacrificing the depth of counsel and the quality of custody that have defined our institution for 40 years.

Whether you are an experienced investor seeking direct equity positions in European and global markets, or a client beginning to explore collective investment vehicles, our platform and advisory team are structured to meet you at your level of sophistication. We provide access to over 3,400 securities across 32 exchanges, 280 fund share classes from leading UCITS managers, and a growing range of ETFs covering every major asset class and geography.

Our securities accounts are held under individual custody in your own name not pooled giving you complete legal title to your holdings at all times and unambiguous protection under MiFID II client asset rules.

"The investor who understands what they own, and why, will always outperform the one who merely follows the market."

— Riccardo Ferrante ·
Platform Key Facts · 2025
Securities Available3,400+ instruments
Global Exchanges32 Markets
UCITS Fund Classes280+
ETFs Listed1,100+
Min. Account Opening€ 10,000
Custody ModelSegregated · Named
Trading Hours08:00 – 22:30 CET
Live Markets
Investment Products

Every Instrument. One Platform.

EQUITIES & SHARES
Direct Ownership · Equities

Stocks & Shares

Italian, European and global equities direct ownership

Trade individual equities across Borsa Italiana, Euronext, London Stock Exchange, NYSE, NASDAQ, and 27 further exchanges. Your shares are held in a segregated custody account in your own name never pooled with other clients' assets giving you full legal title and voting rights as a shareholder.

Our equity research team publishes independent coverage on 180 Italian and 320 European companies, with fundamental analysis, price targets, and model portfolios available exclusively to advisory account holders. Access to IPO allocations, secondary offerings, and block trades is available to qualifying clients.

0.08%
Commission from · Italian & European equities per trade
32 Global Exchanges Real-Time Quotes IPO Access Research Included Open a Securities Account →
3M 1Y 5Y 10Y 30Y 3.82% — BTP 2030 YIELD CURVE — EURO SOVEREIGN
Fixed Income · Bonds

Bonds & Fixed Income

Italian BTPs, Eurobonds, corporate debt & supranationals

Access Italy's sovereign bond market directly BTPs, BOTs, CCTs, and BTPi alongside a comprehensive universe of European government bonds, investment-grade and high-yield corporate debt, covered bonds, and supranational issuers including the EIB and ESM.

Our fixed income desk provides live executable prices across the full maturity spectrum, from 3-month T-bills to 30-year supranationals. Institutional bond allocations unavailable through retail channels are offered to qualifying clients during primary issuance periods, often at yield premia over secondary market levels.

3.82%
Current BTP 10Y yield — illustrative, subject to change
BTPs & Sovereigns IG & HY Corporate Primary Issuance Access Live Executable Prices Explore Bond Markets →
GLOBAL EXPOSURE
Passive & Active · ETFs & Index

ETFs & Index Funds

Broad market exposure efficiently and economically

Access over 1,100 Exchange Traded Funds spanning equities, fixed income, commodities, real estate, and thematic strategies all tradeable in real time on Borsa Italiana, Euronext, and XETRA. Our ETF universe is pre-screened for liquidity, tracking error, and total expense ratio, ensuring you are never directed toward inferior instruments.

For clients preferring daily-priced collective vehicles, our platform offers access to 280 UCITS fund share classes across 40 asset managers including Amundi, BlackRock, Fidelity, Pictet, and Generali Investments with no transaction fee for regular investment plans of €250 per month or above.

0.07%
Avg. TER — Casa Della Finanza core ETF selection
1,100+ ETFs 280 UCITS Funds Real-Time Trading Regular Savings Plan Browse ETFs & Funds →
Capital Protected Participation 80% Strike 100% STRUCTURED PRODUCT PAYOFF PROFILE
Bespoke · Structured Products

Structured Products

Capital protection with market participation — by design

Our structured products desk designs and distributes bespoke capital market instruments certificates, structured notes, and principal-protected products that offer defined risk-return profiles unavailable through conventional securities. These instruments are appropriate for clients seeking partial or full capital protection alongside upside participation in equity, bond, or commodity markets.

Casa Della Finanza acts as both distributor and manufacturing bank for a range of proprietary instruments, and maintains relationships with leading European investment banks for third-party product access. All structured products are independently assessed by our Risk team before distribution and are subject to our stringent MiFID II product governance framework.

100%
Capital protection available on select structures · Subject to issuer risk
Capital Protection Equity-Linked Index-Linked Min. € 25,000 Discover Structured Products →
"A security is a share of a real enterprise the labour of real people, the risk of real capital. We treat it with the gravity that reality deserves."
— Casa Della Finanza Investment Philosophy, 7th Edition, 2024
Fund Selection Tool

Explore Our Fund Universe

Asset Class
Fund Name & ISIN Class 1Y Return 3Y Return 5Y Return TER Risk Min. Inv.
BI Italian Equity FundISIN: IT0001234001 Equity +14.8%+38.2%+61.4% 0.85%
€ 500
BI European Leaders FundISIN: LU0001234002 Equity +11.2%+29.7%+52.1% 0.92%
€ 500
BI Global Sustainable EquityISIN: LU0001234003 ESG +9.6%+25.4%+44.9% 0.95%
€ 500
BI Euro Government Bond FundISIN: LU0001234004 Fixed Income +4.1%+7.8%+14.2% 0.55%
€ 500
BI Investment Grade Corporate BondISIN: IE0001234005 Fixed Income +5.3%+9.4%+18.7% 0.60%
€ 500
BI Green Bond FundISIN: LU0001234006 ESG +3.8%+7.1%+13.6% 0.62%
€ 500
BI Balanced Conservative PortfolioISIN: IT0001234007 Balanced +5.9%+14.4%+26.8% 0.78%
€ 1,000
BI Balanced Growth PortfolioISIN: IT0001234008 Balanced +8.4%+22.1%+43.7% 0.82%
€ 1,000
BI Euro Liquidity FundISIN: LU0001234009 Money Market +3.6%+7.2%+9.1% 0.15%
€ 250
BI Absolute Return Multi-StrategyISIN: IE0001234010 Alternatives +6.2%+11.8%+22.4% 1.25%
€ 5,000
BI Real Assets & InfrastructureISIN: LU0001234011 Alternatives +7.8%+18.3%+34.6% 1.10%
€ 5,000
BI Climate Transition FundISIN: LU0001234012 ESG +10.4%+23.9%+41.2% 0.90%
€ 500

Returns shown are net of fund management charges and are for illustrative purposes only. Past performance is not a reliable indicator of future results. Risk levels 1–5 indicate increasing volatility. TER = Total Expense Ratio. Always read the KIID before investing. Data as at 30 April 2025.

Getting Started

From Enquiry to First Trade in Four Steps

I
Open Your Securities Account
Apply online or in branch with your identity document and codice fiscale. MiFID II requires us to assess your investment knowledge, experience, and objectives. The process takes 20 minutes online; your account is typically activated within one business day.
II
Suitability & Advisory Profile
For advisory account holders, your dedicated investment adviser completes a MiFID II suitability assessment establishing your risk tolerance, investment horizon, and financial objectives to ensure every recommendation is genuinely appropriate for your situation.
III
Fund Your Account & Build Your Portfolio
Transfer funds from your Casa Della Finanza current account or by SEPA transfer from any European bank. Place orders through our digital platform, by telephone with our dealing desk, or through your adviser. Real-time execution confirmations are provided for all exchange-traded instruments.
IV
Ongoing Custody & Reporting
Your holdings are held in a named segregated account. You receive daily valuation updates, quarterly MiFID II cost and performance reports, and annual tax documentation. Corporate actions dividends, rights issues, tender offers are processed automatically with full notification.
Return Calculator

Model Your Investment Growth

Min. € 500No maximum
Projected Portfolio Value
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Select parameters and calculate
Initial Investment—
Total Top-Ups—
Estimated Growth—
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Projections are illustrative only, based on a constant assumed annual return. Actual returns will differ, may be negative, and are not guaranteed. Past performance does not predict future results. Figures are shown before any applicable personal taxation.
Our Distinction

Why Invest Through Casa Della Finanza

🏛

Segregated Custody

Tuum semper tuum

Every security you hold with Casa Della Finanza is registered in your own name in a segregated account. Your assets are never commingled with the bank's own balance sheet. In the event of bank insolvency, your holdings are unaffected and immediately returnable.

🔭

Independent Research

Cognitio sine compromisso

Our 48-strong research team produces independent, unconflicted equity and fixed income analysis on 500 companies and 60 sovereign issuers. We receive no underwriting fees that could bias our recommendations a standard we have upheld since 1923.

⚡

Direct Market Access

Sine intermediis

Your orders are routed directly to exchange matching engines not internalised, not rerouted through affiliated market-makers. You receive the best available price on the market at the moment your order is placed, with complete execution transparency.

📊

MiFID II Reporting

Clara et completa

Quarterly cost and charges disclosures, annual performance statements, and complete transaction histories are provided in plain-language reports. We exceed MiFID II's minimum disclosure requirements because we believe you deserve to know the complete picture.

🌐

Global Market Access

Ubique negotiamur

Trade across 32 exchanges from a single account from Borsa Italiana and Euronext to NYSE, Tokyo, and Hong Kong. Foreign exchange conversion is automatic, transparent, and competitive, with no hidden spread above our published FX rates.

🤝

Dedicated Adviser

Semper ad latus tuum

Every securities account holder is assigned a named investment adviser a qualified professional who understands your portfolio, your goals, and your risk tolerance. They are available by phone, video, or in branch, and are your single point of contact for all investment matters.

Frequently Asked Questions

Funds & Securities — Common Questions

What is the minimum investment to open a securities account?+
There is no minimum to open the account itself. However, a minimum initial funding of € 10,000 is required before your first trade. Individual fund subscriptions start from € 250 (money market) or € 500 (other funds). Regular savings plans for ETFs and UCITS funds are available from € 100 per month with no minimum lump sum requirement once the account is funded.
Are my securities protected if Casa Della Finanza were to fail?+
Yes. Your securities are held in a named, segregated custody account entirely separate from Casa Della Finanza's own assets. They are not part of the bank's balance sheet and cannot be claimed by our creditors. This protection is guaranteed by Article 22 of EU UCITS Directive and MiFID II client asset rules. Your securities would be returned to you in full, independently of the bank's financial position. This segregation is one of the most fundamental protections in European investment law.
What fees do I pay on my securities account?+
Our fee structure is fully transparent. Annual custody: 0.10% on assets under custody (minimum € 30, maximum € 600 per year). Trading commissions: from 0.08% for Italian/European equities (minimum € 5), from 0.12% for US/global equities (minimum € 8), and from 0.05% for bonds (minimum € 10). UCITS fund subscriptions carry no entry load and no transaction fee for regular savings plans above € 250 per month. Full MiFID II cost and charges documentation is provided at account opening and annually thereafter.
Can I transfer an existing securities portfolio to Casa Della Finanza?+
Yes, we accept in-specie portfolio transfers from any Italian or European financial institution. The transfer process is managed entirely by our back office team in coordination with your existing custodian; you do not need to sell your holdings to move them. Domestic Italian transfers (between Italian depositary banks) typically complete within 5–10 business days. International transfers (including from Swiss or UK custodians) take 10–20 business days depending on the instruments involved. We cover the transfer-in fee charged by your existing custodian up to € 150 per account.
How are dividends, coupons, and corporate actions handled?+
Cash dividends and bond coupons are credited to your linked current account on the ex-date or payment date respectively. Stock dividends, rights issues, bonus shares, and tender offers are processed automatically in accordance with your standing instructions, and you are notified by secure message at least 5 business days before the deadline. For voluntary corporate actions (e.g. rights issues requiring election), our advisers contact you proactively with a recommendation and sufficient time to respond. Annual dividend tax certificates are provided for your Italian income tax return (dichiarazione dei redditi).
What is the difference between a UCITS fund and an ETF?+
Both are UCITS-regulated collective investment vehicles, but they differ in how they are traded. A UCITS fund is priced once per day (typically at the close of the relevant market) and transactions are processed at that daily Net Asset Value (NAV). An ETF (Exchange Traded Fund) is listed on a stock exchange and trades continuously throughout the day at a market price — like a share — which may differ slightly from the underlying NAV. ETFs are generally lower-cost (lower TER), more tax-efficient in some jurisdictions, and better suited for investors comfortable with real-time market pricing. UCITS funds may be preferred for regular savings plans and certain specialist strategies where intraday liquidity is not critical.
Begin Your Investment Journey

40 Years of Markets.
Your Portfolio, Perfected.

Whether you are placing your first trade or transferring a lifetime's accumulation, Casa Della Finanza gives you the platform, the research, and the counsel to invest with confidence.

Open a Securities Account → Book an Adviser Consultation