Our difference

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: provide individual people or family groups (family office), advice and wealth management in a comprehensive and completely independent manner, achieving the growth of their assets.

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.

WE MANAGE AND ADVISE THE EQUITY OF A CONSOLIDATED CUSTOMER BASE

  • The majority of the team is a shareholder of TALENTA S.G.I.I.C.
  • The shareholders and main professionals are clients of TALENTA S.G.I.I.C., and we make our investments with the same philosophy and conditions that apply to other clients.
  • The remuneration of the professionals responsible for the relationship with clients follows the scheme of an office professional and is directly related to the evolution of the patrimony of its assigned clients.
  • We manage and advise more than 780 million Euros of heritage.
  • The relationship with clients is based on trust and commitment by the Talenta team to offer the best service throughout the years.

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
  • 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.