Scouting SIM Family Advisors

Overview

Scouting SIM Family Advisors analyzes complete portfolios to support diversification and decorrelation decisions. Its work includes monitoring investment discipline, risks, costs and conflicts of interest across asset managers through proprietary software.¹

The firm also searches for innovative asset managers and long-term opportunities that may be less correlated with traditional public markets, drawing on the team’s private-markets experience.¹

Leadership

Scouting SIM S.p.A.’s corporate governance page lists Rinaldo Sassi as Chief Executive Officer and Ilaria Mori as Executive Director for Business and Investments. Carlo Manzato has served as Managing Director of Scouting SIM Family Advisors since July 2023.²³

Services

The firm provides portfolio analysis, strategic asset allocation, investment monitoring and reporting. Its proprietary reporting software is designed for ultra-high-net-worth individuals and single-family offices, offering asset aggregation and portfolio-reporting capabilities.¹

Its wealth-management network coordinates external legal, corporate, accounting, tax and real-estate advisers for clients.¹

What the firm offers

• Tax planning
• Family governance and education

Client Focus

Scouting SIM identifies ultra-high-net-worth entrepreneurial families, corporate treasuries, foundations, and endowment or nonprofit institutions among the groups it serves.¹

Approach

Scouting SIM’s strategic asset-allocation approach views family wealth across a long, transgenerational horizon similar to an endowment. The firm considers client preferences and environmental, social and governance factors when shaping that approach.¹

The firm states that its independent Italian SIM structure operates under oversight by the Bank of Italy and CONSOB, with investment monitoring conducted under MiFID. Scouting SIM S.p.A. is enrolled under number 244 in Italy’s register of investment firms and in the register of SIM groups.²

FAQs

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Sources

1. Scouting SIM Family Advisors
2. Scouting SIM Corporate Governance
3. Carlo Manzato
4. Scouting SIM Investment-Services Disclosure

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.