Financial adviser — OCF register no. 637601

I support families, professionals and business owners in managing their wealth.

Understand first, decide after.

I work on portfolio analysis, retirement planning and succession planning. The relationship carries on over time and does not end after the first meeting.

Book a first meeting How I work

Approach

Four steps, always in the same order.

What makes the difference is the work behind each decision and the consistency with which it is followed over the years.

Listening

We start from your goals, the timeframe you have in mind and your family and work commitments. The numbers come later, once there is context to read them.

Analysis

I study what you hold today and give you a written, documented report that stays yours.

Plan

I propose a strategy built around your situation and explain it in full, so you can properly assess it.

Ongoing support

We meet regularly and in between you can reach me whenever you need. The plan is updated when something changes in your life.

Portfolio analysis

A written report on what you hold.

It is a document that reads your wealth exactly as it stands today. You can keep it and use it even if we then decide not to work together.

Composition

How your wealth is split across asset classes, regions, currencies and sectors. It also surfaces the overlaps you cannot see looking at one product at a time.

Actual risk

How much risk you are really taking, measured with objective indicators and set against what you are comfortable bearing.

Fit with your goals

Whether the horizon of what you hold matches the horizon of your plans, and what happens to your wealth in the very years you will need it.

Behaviour in difficult periods

How a portfolio like yours behaved through difficult market periods, so you know in advance what to expect.

Services

Three areas, one point of contact.

These areas overlap more often than you would think. A retirement decision has succession consequences, and a succession changes how wealth should be invested.

Financial planning

We define the goals, build a structure that supports them and maintain it over time, especially when the temptation is to change everything.

Retirement and severance pay

We look at the real gap against the standard of living you have in mind and work through your severance pay based on your own figures.

Succession planning

We organise the transfer of wealth in good time, holding together the tax side and the family balance.

Portrait of Riccardo Basilio, financial adviser — Riccardo Basilio — OCF n. 637601

About me

I am a financial adviser, registered with the Italian OCF register under number 637601.

I look after families, professionals and business owners in managing their wealth. Much of my work is explaining what sits inside a portfolio, what risks it carries and how it relates to the years ahead.

Being a father and a partner has taught me how much the decisions you take for someone else weigh. I try to work by the same measure, listening before speaking and staying available even when there is nothing to decide.

A first meeting, no obligation.

It is there to work out whether the way I work suits you. If it does not, I will say so.

Request a meeting

Private office

Via del Sale 16/C
San Pietro in Vincoli
48125 Ravenna

Branch office

Circonvallazione al Molino 24/28
48121 Ravenna

Contact

rbasilio@fideuram.it
LinkedIn

Where to find me

Two locations, a few kilometres apart.

Meeting at my private office or at the branch makes little difference, pick whichever suits you. Either way it is best to get in touch first.

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