CFO SIM is the largest independent Family Office in Italy, founded in 2000 to fulfil the investment needs of families and the financial needs of firms through innovative tailor-made solutions. It has 5,200 clients and 8 offices in Italy, Switzerland and Luxembourg. The CFO SIM Investment Banking division offers its services to small and medium sized Italian companies with high growth potential.

CFO SIM offers the following services:

• Family Office Services: administrative management and coordination of all financial, tax or legal issues related to asset management, and changes in asset ownership through generations.

• Asset Management Services: €1.7 billion AUM, SICAV and SIF

• Equity & Debt Trading: brokerage of financial instruments on Italian and international markets

• Corporate Finance: assistance to companies through extraordinary operations (M&A, company valuations and fairness opinions)

• Equity Capital Markets: IPO, capital raises and private placements

• Corporate Broking: Equity Research services and introduction to investors on the secondary market

• Liquidity Provider: Liquidity provider on both regulated and unregulated markets (AIM Italia)

• CFO Gestioni Fiduciarie SIM: management of assets with the maximum confidentiality via our dynamic trust