Understanding and meeting our clients’ needs is a key requirement. Protecting their wealth and making it growth through investments that add extra profitability, without assuming big capital risks, is our added value.
WE ADVISE. WE MANAGE.
+ TALENT + SERVICE
Our experience allows us to offer a quality service structured around four areas of activity, always focused on and adapted to each client’s needs:
We offer our clients a shared vision of their financial circumstances irrespective of the number of entities they work with.
We develop a comprehensive, independent wealth consultancy service (including assets of all kinds), aimed at individuals, companies and households.
We operate as a family office for households and an executive office for professionals and managers.
We manage financial portfolios, directing the custodian banks to make the most suitable investments, following the client’s guidelines concerning risks, product types and tax specifications.
We work based on an annual profitability and risk budget, which allows clients to be informed about how their portfolios are developing.
We negotiate the best conditions as an institutional customer with the financial institutions to get the best rates for our clients.
We identify investment opportunities through our Alternative Investments Club (Club de Inversiones Alternativas – CIA).
Based on our clients’ interests, we analyse and segment over 250 projects per year.
We facilitate the structuring of investment vehicles and support our clients throughout the investment life cycle.
We fully support and advise our clients during Corporate operations throughout the whole process: from initial preparation of investment dossiers and candidate searches, to the negotiation and closing process.
We focus our Corporate Finance activity on the services linked to strategic and financial consultancy for companies.