by Roberta Imbimbo
In a world increasingly characterised by economic uncertainties, financial market volatility and regulatory complexities, financial and wealth advice performed by experienced and qualified professionals is increasingly becoming a key resource, capable of transforming uncertainties and risks into concrete and customised strategies. Founded in 2018 from the far-sighted idea of Patrizio Caringi, a professional with over 15 years of experience in the financial, banking and insurance fields, Capital Strategy Srl is today one of the leading independent multi Family Offices; an all-Italian excellence that, thanks to a long-term vision, is able to support large entrepreneurial families and Italian companies in developing a structured approach to managing their assets; in planning the investment strategy; in building an effective asset allocation. ‘Asset analysis in today’s financial management is of paramount importance because one cannot build good financial planning without having a precise picture of the available assets and their characteristics; without an in-depth asset analysis and without a precise long-term strategy, financial management risks becoming a series of fragmentary decisions, lacking an overall vision,’ says Patrizio Caringi, founder of a future-oriented reality that shines on the market for innovation and professionalism. ‘The advent of new technologies (think of the advent of fintech) is also profoundly transforming the world of finance, paving the way for innovative tools that make asset and financial management increasingly accessible, personalised and transparent. To adapt to this evolution, we at Capital Strategy have for some time now been developing intuitive digital platforms that allow clients to monitor their portfolios, receive real-time updates, and access individual analysis and control tools. Thanks to the analysis of huge amounts of historical data, AI makes it possible to identify market trends, provide more accurate forecasts that allow investment strategies to be adjusted immediately (predictive models help to identify potential financial risks before they occur), and thus offer even more targeted advice. ‘All this provides clients with an unprecedented level of efficiency and precision. However, as the opportunities increase, so do the challenges related to cybersecurity and privacy, which require careful and informed knowledge.’ Despite its enormous potential, however, AI does not completely replace humans, but complements their skills, especially in areas that require judgement and analysis. The key is in fact a balanced integration, where humans remain at the centre of the decision-making process, using technological innovation as a support to improve efficiency and accuracy. ‘Our philosophy is to use these tools exclusively to enhance our work and to allow us to focus more attention on the direct customer relationship. Human value therefore remains irreplaceable when it comes to building a relationship of trust, lasting over time, and providing increasingly targeted assistance’. To drive the change taking place, Capital Strategy is also focusing on strategic partnerships with well-structured companies, with the priority objective of increasing its offer, becoming more and more competitive, and accelerating the process of innovation not only by adapting to change but also by becoming a promoter of substantial change in the world of finance itself.
