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We investigated the financial statements of SIMs
and we have over 100 years global working experience in the financial services sector.

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We developed the most complete and structured database for Italian SIM. This unique wealth of information captures the main balance sheet ratios for the Italian SIM sector combining each company financial statements for the period 2010-2013.

At the end of each fiscal year, the database is automatically updated with the financial statements of the following year.

We have created a business intelligence service for the benchmarking of financial and economic performance accessible through SimView.it, a web platform. SimView.it operates a subscription-based service for institutional investors.

Customers can single out specific company performance and obtain relative value positioning to its peers.

Italian Investment Firms (SIMs)


More than 75% of SIM are continuing losses or close to break-even level. The universe of active SIM (update Dec. 31, 2012) is composed of 98 companies with the following profit and loss average years 2010–2012:

  no. SIM %
Profit in excess of EUR 5M. 6 6,1%
Profitable [eur 0,5 - 5,0 M.] 17 17,3%
Close to break-even [eur 0 - 0,5 M.] 30 30,6%
Continuing losses 45 45,9%
total 98 100,0%
     
     

The number of SIM has reduced from 98 to 83 companies, with 19 closed and 4 new-open over the period from Dec. 31, 2012 to Sept. 11, 2014.

Profit / loss distribution universe of active SIM

[Average amount years 2010 – 2012]



For any further information and more details click here SimView.it

Our Team


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ENRICO DEMARTINI | Chairman and CEO

Member of Consob Register of Financial Salesman since 1992.
Member of Lazio Regional Commission Register of Financial Salesman from March 1998 to June 2000.
He began his career as a financial advisor in Banca Fideuram in 1981. In 1987 he left the post of Regional Manager, to join, as a Senior Marketing Manager, Sanpaolo Invest Bank.
In 1993 he became the Head of Central Italy Business Unit a structure composed of 170 financial advisors with an overall AUM approximately EUR 1.2 billion and an annual revenues of approximately EUR 19.1 million.
In 2003 He founded Independent Private Bankers (IPB) SIM that was licensed by Consob the following year. Appointed CEO to manage the company development he was able to achieve after only 3 years an annual revenues and AUM respectively of €.1.8M. and €. 0,2 billion. He sold his stake in IPB SIM in December 2008.
Since 2011 he has worked on a research project to gather statistical and income statement data for the Italian SIM sector. To meet institutional demand he created the web platform SimView.it and in 2012 he founded the Company Demartini & Partners to market the results of the research project.
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PAOLO RUBINI | Senior Advisor

He hold senior management positions and directors roles in both banks and insurance companies and in the Italian sector agency for market regulation (Cattolica Assicurazioni Group, Sanpaolo Invest Bank, ISVAP).
Following a three years Government appointment as Enit Spa, he works now as non-executive director and external advisor for Italian financial institution (Fondazione di Venezia).
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PAOLO SBORDONI | Partner

Chartered accountant since 1986, Certified Auditor since 1995, is a Member of Kingston Sorel International (KSI) a global
international Network.
Personal skills: International Tax planning, Merger and acquisition, Company valuation, International Trusts
He has a solid experience in cross border M&A transactions.
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MARCO QUARANTA | Senior Advisor

Marco is an expert financial professional who joined Demartini & Partners to help attracting international investors.
He worked in investment banking for the last 20 years and has a strong track record in structuring investment solutions and private equity deals in the Italian market. He brings a solid credit, regulatory and risk management knowledge and is able to lead complex projects often involving a material funding and accounting impact.
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ALESSIO FONTANI | Partner

Alessio is a Ph.D in Monetary Economics, with a very pronounced knowledge of money, banking and financial markets theories and practices. Visiting professor at LUISS Guido Carli University – Rome since 1992, he’s Senior Research Fellow at LUISS’ CASMEF (Arcelli’s Centre for Monetary and Financial Research), and Scientific Committeee member at Tor Vergata University of Rome’s CREG (Law and Economics Research Centre).
Alessio has been head of Global Financial Markets Research Department of CR Firenze Bank Holding from January 1994 to December 2011. In such position, he has matured over a 20 years’ experience as Global Investment Strategist, Risk Manager, Quantitative Techniques and Investment Scenario expert. In his role he was Board of Directors member for CRF Gestione Internationale SA - Luxembourg, Risk Manager for Soprarno SGR – Italy, Advisory Board member for Banque Financiere Cardif/Centrovita Assicurazioni –BNP Paribas. He also has a significant expertise in both structured finance and derivatives, syndicated loans and securitization processes, matured during five years of work in a specialized SICAV’s in Luxembourg.
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MELANIA GALEA | Senior Analyst Simview.it

Melania joins the research project developed by Simview.it since its beginnings, on November 2012.
Has a clear understanding of financial markets issues and deep accounting skills.
During the years 2010-2012 worked for Independent Private Bankers SIM, as controller and reporter of investments' client. In 2009 obtained a degree in Economics from University of Tor Vergata.
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ALESSANDRO CAIROLI | Deputy COO

Alessandro is an Information Technology expert since 1996.
In the last ten years he worked as IT Consultant for Italian investment firms, and from 2012 began a collaboration with Demartini & Partners, SimView.it division. Begins his career in a company part of IBM group where he covered different roles with a specialization in the establishment of IT networks and infrastructure of small and medium-sized enterprises.

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