# Euromobiliare Advisory SIM (EASIM)

Euromobiliare Advisory SIM (EASIM) is a Bank / Wealth / Trust based in Milan, Italy.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Milan, Italy
- **Region:** Europe
- **Address:** Milan, Italy
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** easim.it
- **LinkedIn:** https://it.linkedin.com/company/euromobiliare-advisory-sim

## Regulatory record

- **Reports private funds:** No

## About

EASIM is structured as a Società di Intermediazione Mobiliare (SIM), the Italian regulatory designation for a fully licensed investment firm, which allows it to provide portfolio management, investment advice, and order execution under a single entity supervised by CONSOB and the Bank of Italy. The firm traces its lineage to the broader Credem group, one of Italy's historically retail-focused banking institutions headquartered in Reggio Emilia. In a market where bancassurance networks distribute manufactured product to captive branch networks, EASIM functions as the advisory and discretionary management engine that constructs model portfolios and individual mandates for Credem's private-banking arm, Euromobiliare Private Banking. The firm's strategy is overwhelmingly a multi-asset, long-only public-markets approach. Core allocations span Italian and European government bonds, investment-grade corporate credit, and listed equities drawn primarily from the Euro STOXX and FTSE MIB universes. Private markets exposure is limited, typical of Italian SIMs serving mass-affluent segments where illiquidity constraints and conservative regulatory guidance dominate. Where alternatives appear, they arrive through UCITS-compliant fund wrappers — third-party thematic ETFs or structured notes — rather than direct co-investment or closed-end fund commitments. This architecture makes EASIM a distribution-centric portfolio manager rather than an originator of proprietary deal flow. Team scale, investment headcount, and total assets under advisory are not publicly disclosed by the firm. The Credem group's aggregate private-banking AUM offers a loose ceiling but does not isolate EASIM's individual contribution. The firm has not reported any recent operational restructuring, senior hires, or strategy pivots in publicly available channels. EASIM's most genuine structural differentiator is regulatory rather than commercial. As a fully licensed SIM, it sits closer to the capital-markets regulatory perimeter than a pure advisory network, bearing its own capital adequacy and risk-management obligations. This allows Euromobiliare Private Banking to separate portfolio construction and fiduciary management from product distribution, a split that Italian regulators increasingly scrutinize for conflicts of interest, positioning EASIM as a governance tool for the broader private-banking franchise.

## Questions

### What asset classes does EASIM typically allocate to?

Core allocations center on Italian and European government bonds, investment-grade corporate credit, and listed equities from the Euro STOXX and FTSE MIB indices. Private-market exposure is minimal; when present, it arrives through liquid UCITS wrappers rather than direct co-investments or closed-end fund commitments.

### How is EASIM regulated?

EASIM is supervised by CONSOB (the Italian securities regulator) and the Bank of Italy under the SIM regulatory framework, which imposes capital adequacy, organizational, and conduct-of-business requirements. This licensing covers discretionary portfolio management, investment advice, and order-reception/transmission.

## Related profiles

- [Eula Mae & John Baugh Foundation](https://altss.com/profile/eula-mae-john-baugh-foundation)
- [European Patent Office Treasury Investment Fund](https://altss.com/profile/european-patent-office-treasury-investment-fund-epotif)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/euromobiliare-advisory-sim-easim

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology