EVOLVING WEALTH MANAGEMENT

At TALENTA Gestión (Management), we have developed a management model with a hallmark, in response to a strategic focus targeting the long-term well-being of our clients. Our mission is to preserve wealth under all circumstances.

TRUST, TRANSPARENCY AND INDEPENDENCE

  • We build solid, long-term relationships based on trust and commitment.
  • We provide wealth management and advisory services for people, companies and households.
  • We empathise with the specific wealth needs and aims of our clients.
  • We design the best wealth strategy with a global perspective.
  • We manage investments with transparency and independence.
  • We invest with the same philosophy and conditions applied to clients.

CONSTANTLY EVOLVING

We constantly subject our management model to demanding and rigorous evaluation processes to guarantee an excellent service and sustained success.

A MANAGEMENT MODEL WITH A HALLMARK

Our commitment to management is based on these 6 pillars:

  • ACHIEVABILITY OF THE OBJECTIVES
  • WEALTH PROTECTION
  • MAXIMUM PROFITABILITY
  • INDEPENDENCE
  • TRANSPARENCY
  • COMMITMENT

ACHIEVABILITY OF THE OBJECTIVES

Clients must set some objectives to meet, both in terms of time and profitability. Our advice will focus on achieving the objectives set.

WEALTH PROTECTION

As a basic element for achieving these objectives, preserving the client’s wealth is prioritised at all times, providing protection via appropriate strategies and creating value within a controlled risk environment.

MAXIMUM PROFITABILITY

We advise and manage to get positive results irrespective of changing markets, applying active management in the distribution of the assets that make up our clients’ wealth.

INDEPENDENCE

We do not have our own product, but do have access to best offer. This independence allows us to objectively choose the best assets and gives us absolute freedom to change them at all times, with no restrictions.

TRANSPARENCY

At every level. We provide complete, detailed information on the operations made and their costs, assets strategy, pick of stocks and funds, and our management’s salaries. At TALENTA Gestión we also work with an annual profitability and risk budget, which allows clients to be informed and assess how their portfolios are developing.

COMMITMENT

We build solid, long-term relationships based on trust and commitment. Most of the team are TALENTA Gestión shareholders and most of the equity is owned by the partners, whose investments are managed with the same philosophy, conditions and attention to detail.