Advisory Scope

The advisory activity is grounded in a view of wealth as an integrated system, in which financial assets, private holdings, real estate investments and liquidity are considered as components of a coherent structure rather than as separate compartments.

Within this framework, the professional activity consists in the provision of investment advisory services, delivered on a personalized, independent and non-discretionary basis. The service does not include portfolio management, custody of financial instruments or execution of transactions.

Consistent with this framework, the advisory service is structured across the following principal areas of analysis and decision support.

Investment Advisory

Independent, fee-only investment advisory for families with complex, multi-asset wealth. I support investment decisions through a rigorous analytical process that translates objectives and risk profile into tailored recommendations on liquid, transparent instruments, in line with MiFID II requirements. I do not manage assets: I work alongside clients to foster discipline, clarity, and full decision-making ownership, with the aim of building a resilient and coherent long-term wealth architecture.

Investment Research & Analysis

Independent analysis of financial markets, investment instruments, and capital allocation choices. The activity includes quantitative and qualitative screening, cross-instrument comparisons, and thematic research across asset classes and strategies. This work supports the decision-making process in a structured, analytical manner, without any operational role or involvement in portfolio management, execution, or intermediation. It serves as a disciplined framework to enhance clarity, rigor, and transparency in strategic investment decisions.

Corporate & Strategic Advisory

Strategic and valuation support on development plans, extraordinary transactions, and capital structure. The work combines analytical rigor with professional judgment to guide decisions on M&A, business valuation, and corporate strategy, providing independent and qualified insight. The service does not involve intermediation or any regulated activities. Where relevant to investment decisions, it is integrated into the investment advisory; otherwise, it is provided as a standalone service.

Real Estate Investment Analysis

Within an integrated view of the client’s wealth, real estate investments may be assessed through economic and financial analysis to verify their consistency with the overall portfolio structure, long-term objectives, and client profile. For technical and valuation aspects, the Advisor may rely on selected independent professionals and qualified real estate experts. This activity is purely analytical, supports the decision-making process, and is provided as a distinct service from investment advisory.

Investment advisory falls within the supervisory scope of the Italian Supervisory Authority for Financial Advisors (OCF). Investment research, as well as corporate and strategic advisory activities, when carried out in support of and directly connected to the investment advisory service, fall within the same regulatory perimeter as ancillary services under applicable regulations. Corporate and strategic advisory, when provided as a standalone service not connected to investment advice, is performed outside the OCF’s supervisory scope. Real estate investment analysis is always treated as a separate activity and does not fall under OCF supervision. For further details on the service, its operational scope, and any activities performed separately, please refer to the Pre-Contractual Disclosure available at the bottom of the page.

Massimiliano Iannozzi - Consulente Finanziario Autonomo, registered with the Single Register of Financial Advisers, CFA section, under OCF Resolution no. 2976 of 26 May 2026, registration no. 641736, pursuant to Legislative Decree no. 58/1998 — the Italian Consolidated Law on Finance (TUF). Advisory services are provided independently. VAT no. 18347001002.

The content presented on this page is provided for informational purposes only and does not constitute pre-contractual information under applicable regulations, nor a solicitation to the public to invest or an offer of financial instruments. Any investment recommendations regarding financial instruments are provided exclusively following an individualized suitability assessment, in accordance with the client’s MiFID profile and expressed preferences. The advisory service is provided on a non-discretionary basis, in compliance with the transparency, fairness, and suitability requirements set forth under the Italian Consolidated Financial Act (TUF) and the MiFID II Directive; it does not include portfolio management services or any delegation of trading authority. All investment decisions and their execution remain under the full and exclusive responsibility of the client. No guarantee is provided regarding results or future performance.