Our Mission and Philosophy


Our Mission

To provide individuals or family groups (Family Office) with comprehensive and totally independent advice and wealth management.

Our Philosophy

Customized customer objectives and personalized service
Commitment
Transparency
Independence

PERSONALIZED ATTENTION AND CUSTOMIZED SOLUTIONS

The client establishes objectives to be met, both from the time point of view and in terms of profitability and risk. Our advice will be oriented to the achievement of the established objectives.

The fact that we are a SGIIC allows us to be very flexible and agile when designing our commercial structures, adapted to the needs of our clients, both from a financial and cost point of view.

Talenta’s wealth advisors know the client and maintain a long-term relationship without changing partners over time.

COMMITMENT

The majority of the team is a shareholder of Talenta. Shareholder investments are managed with the same philosophy and conditions as other clients.

All investments proposed to clients are closely monitored from start to finish.

The remuneration of the professionals responsible for customer relations is directly related to the achievement of the client’s objectives.

TRANSPARENCY

We provide our clients with complete and detailed information on the products in which they are going to invest, the associated costs, as well as the expenses of our management.

We periodically provide our clients with a complete report  of all their investments.

INDEPENDENCE

We do not belong to any banking group and we have absolute freedom in the selection of the best assets, being able to change them at any time without any restriction.

We negotiate the best conditions in products and depositary banks, leveraging our global volume as a negotiation force.