Wealth Management

Oriented to high net worth individuals, this area provides personalized services of the highest standards, which allows our company to offer advice and portfolios, in order to meet our customers’ needs.

We are proud to have a dedicated team to monitor and develop different investment strategies that we subsequently propose to our clients, which considers risk tolerance -among other factors-, in order to recommend an appropriate package to each profile.

The Wealth Management area has an investment model, which includes a committee where investment opportunities are duly evaluated in order to advice our customers later.

Our open architecture structure permits us to grant a large range of financial products, either local and foreign independently and without any conflict of interests.

 

Wealth Management

  • Multi Family Office
  • Discretionary Advice
  • Non Discretionary Advice
  • Voluntary Pension Savings