- Fully Aligned Interests
- Transparency
- No Kickbacks
- Best product selection
- Compensation based on assets and success
- Talent
- Especialization (focus on Wealth Management)
- Customization
Independent model
- “Digi-Physi” (digital & physical) | as a special combination of both: technological resources and face-to-face meetings
- Multi-custodian / removal of wealth risk
- Multi- jurisdiction
- Advanced technology
- Alternative Investments
- Goal-based portfolios
- Methodology
- Holistic Advice
Wealth Management
Our Wealth Management model sets the client as the central axis of an ongoing process of goal definition and decision making.
Either on a discretionary or advisory basis we work on an ongoing and cyclical process:
- Investment policy Statement
- Return target definition
- Risk tolerance assessment
- Constraints settings
- Governance definition / Decision making
- Strategic and Tactical Asset Allocation
- Security / Investment Opportunity Analysis and Selection
- Risk and Performance Monitoring
- Rebalancing
Wealth planning and advice
-
-
- Personalized financial planning with different portfolios and objectives.
- Legal and fiscal planning
- “Digi-Physi” (digital and physical) Integrated Wealth Advice
- with the financial products that best meet the clients’ needs, their risk profile and their different time return objectives.
- personalized with the portfolios and the differentiated necessary objectives.
- Advice in alternative investments
- High specialization and personalization in the service of advice.
-
Reception and transmission of orders
-
-
- We are connected to the main platforms to supply access to our clients to the widest range of financial assets.
- We count on the best execution and liquidation of orders.
-
