We support leading entrepreneurial families in managing their wealth, with an independent, long-term approach.
Scouting’s Family Office division operates through Scouting SIM, a regulated securities brokerage firm, and offers you personalised, long-term investment solutions, in full compliance with the regulations.
We preserve and protect the real value of whole net worth under advisory, by increasing the return with tight control of financial, economic and tax erosion over generations.
What we do
Detailed financial analysis
We analyse the portfolio as a whole to identify the elements on which to base investment decisions aimed at diversification and decorrelation.
Definition of strategic asset allocation
We believe that the families we work with can be likened to small endowments: their time horizon is very long, and they will never need to spend their entire wealth during their lifetime. We must therefore think long-term and from a cross-generational perspective, as is the case with foundations, whilst never losing sight of our clients’ preferences and the ESG approach. Scouting is a firm believer in investments in the real economy, from which the wealth we manage as a Family Office originates: when defining our strategy, we take this link to the families’ entrepreneurial roots into account.
Risk control and protection
Using proprietary software, we monitor investment policies, risks, the costs charged and conflicts of interest on a daily basis across all fund managers.
Private Markets and Manager Selection
The team’s decades of experience in private markets enable us to carry out a thorough selection process and achieve genuine decorrelation from traditional and listed markets. Access to the best international managers brings significant added value to portfolios: we maximise returns whilst keeping entry costs into these opportunities to a minimum.
Asset Aggregation and Reporting
We use sophisticated proprietary software, developed and refined over many years of use, designed specifically for UHNWIs and single-family offices.
Focus on transparency, efficiency and cost savings
Transparency and ongoing dialogue with our counterparties are fundamental to us when selecting fund managers and banks. Close monitoring of these aspects ensures comprehensive cost control and enables us to identify duplication or inefficiencies within portfolios.
Investment monitoring according to MiFID
The choice of exercising the Family Office activity through an independent SIM (Italian regulated entity) guarantees clients with a complete supervision by both the Bank of Italy and The National Securities Commission (CONSOB). This avoids families finding themselves investing according to risk profiles that are not compliant with their risk profile.
Future orientation
We understand and consider changes as opportunities to be seized in order to propel us towards a more sustainable future.
We analyze new trends with great care, putting a multidisciplinary team of experienced professionals at the client’s service.
Our Clients
Ultra-HNWI families
We identify unconventional investment opportunities for large entrepreneurial families, in Italy and abroad, having access to carefully selected proposals with both a global and a domestic perspective.
Corporate treasuries
We manage the liquidity of private and public corporates, having many years of experience in the market.
Foundations
Our tailored service is also available to foundations and other independent entities.
Endowment / Non-profit institutions
For non-profit institutions, we devise a plan that respects the balance between monetary flows and long-term commitments.
Our Values
Protection through risk management software
Our proprietary IT platform is dedicated to risk analysis, performance measurement and a detailed monitoring and control of each single transaction.
Monitoring and selection of asset & portfolio managers
With us you have access to the best customized investment opportunities, thanks to our contact with leading asset and portfolio managers in the market in Italy and internationally.
Management of a valuable network of external advisors and professionals
Our years of experience in wealth management allow us to coordinate an extended network of external professionals and advisors: legal, corporate, accounting, fiscal, real estate and experts.
