On the basis of preserving the wealth of our clients, we seek to increase it in line with a personalized and controlled risk, for which we have a business model characterized by:
Analysis and optimization of the banking structure. The first step is to conduct a comprehensive analysis of the client's portfolio, consolidating all investments in a single tailor-made report. This overall vision is the basis to obtain and optimize the overall profitability of the portfolio, and also monitor the risk.
Generate a more efficient platform. We work with the most efficient banks for each type of investment, renegotiating the terms / current costs of the portfolio. We can obtain favorable terms thanks to our volume and synergies of the Multifamily Office
SICAV: Conditions of management and custodial services
Brokerage costs, transaction, custody, best execution ...
Rebates and incentives obtained are returned in full to the client, avoiding potential conflicts of interest.
Define with the client an investment strategy, based on the optimization of risk-return trade-off.
Product selection through thorough independent analysis.
Optimize cash and fixed income across different entities which offer attractive interest rates and that have recognized solvency.
Tax and financial optimization. Tax planning is integrated into our management process.
Uso de cookies
Este sitio web utiliza cookies para que usted tenga la mejor experiencia de usuario. Si continúa navegando está dando su consentimiento para la aceptación de las mencionadas cookies y la aceptación de nuestra política de cookies, pinche el enlace para mayor información.