Independent financial advisory firm
specialised in investment recommendations on listed instruments
Why FG2 Capital SCF
A model that combines track record and alignment of interests, leaving the final decision with the client
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Investment recommendations
FG2 Capital's experience in listed markets, gained by investing with its own balance sheet and through exposure to six IPOs in the United States (of portfolio companies), translates into results above the benchmarks and an in-depth knowledge of listing dynamics.
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Alignment of interests
The absence of fixed fees ensures a remuneration model aligned with the client's interests: FG2 Capital SCF is remunerated exclusively when there is a performance.
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FG2 network
Thanks to the network developed by FG2 Capital, FG2 Capital SCF's clients can benefit from access to selected banks and intermediaries, on terms that are advantageous and competitive for them.
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Decision with the client
FG2 Capital SCF identifies and recommends investment opportunities and the client always retains the final decision, freely choosing whether to proceed.
About us
FG2 Capital SCF is an independent financial advisory firm specialised in investment recommendations on listed instruments
FG2 Capital SCF analyses listed markets, selects opportunities and prepares investment recommendations
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Market analysis
The team analyses financial markets and listed instruments, combining specialist expertise and market knowledge to define the strategy underlying the investment recommendations.
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Opportunity selection
The analysis produces a proprietary selection of opportunities, identified on the basis of the risk-return profile and the strength of the related investment thesis.
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Investment recommendations
The selected opportunities are presented to clients through investment recommendations, together with an analysis of the main risks.
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Monitoring
FG2 Capital SCF monitors the evolution of the recommended instruments, updating its assessments and operational guidance in line with changing market conditions.
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Final decision with the client
FG2 Capital SCF supports the client in investment decisions, without executing transactions on the client's behalf and without holding the client's money or financial instruments: every final choice remains with the client.
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Part of FG2 Capital
FG2 Capital SCF draws on the experience of FG2 Capital, a financial services platform active across Europe and the United States, which combines investing and corporate advisory in M&A.
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Dedicated digital platform
FG2 Capital SCF provides its clients with a dedicated digital platform, where they can consult the documentation on the recommended investments, their performance and the SCF's updates.
Rules of the game
A remuneration model entirely based on performance and entirely aligned with the client's interests
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Initial commitment*
€1.0m
The client defines the commitment on which FG2 Capital SCF formulates its recommendations
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Value after 6 months
€1.5m
+€500k performance
Every 6 months the performance of the recommended investments is calculated
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Performance fee
€100k
€500k × 20%
The fee applies only in case of performance and is equal to 20% of the Money on Money gain.
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Management fee
N/A
Remuneration based exclusively on performance. No Management Fees are charged
Note (*): Illustrative investment figures, shown for illustrative purposes only.
Team experience
Track record and team experience
The team's track record at FG2 Capital
Experience with large estates
Approximately€500 million*
Assets under advisory for Ultra High Net Worth clients and contribution from FG2 Capital's balance sheet.
Private banking / Fiduciary
Wealth experience at the service of your investment choices.
* Aggregate figure: assets followed by the team in previous roles and FG2 Capital's balance sheet.
Sources: FG2 Capital and S&P 500 Indices. Total Return means with dividends reinvested.
Team
A dedicated team, drawing on FG2 Capital's investment experience and focused on selecting opportunities in listed markets
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Stefania Esposito
CEO and Financial Advisor
- CEO of FG2 Capital SCF
- Founder and Managing Partner of Blue Ocean Finance
- Financial advisor registered with the OCF register
- Chartered accountant, with experience in corporate finance
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Vincenzo Cancelliere
Senior Wealth Advisor
- Over 15 years of experience in banking, since 2010
- A cross-functional path across Risk Management, Compliance, Internal Audit, fiduciary activities and the management of high-net-worth clients
- Follows HNWI and entrepreneurial clients in private banking and wealth management, overseeing market analysis and investment proposals
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Enrico Baldrati
Business Support Manager
- Business Support Manager at FG2 Capital SCF
- Bachelor's degree in Economics from the University of Bologna
Contact
- Office
- Via dei Bossi 2/A
20121 Milan, Italy - FG2 Capital SCF
- Website
- www.fg2capitalscf.com