What do we offer

Independent model

  • Fully Aligned Interests
    • Transparency
    • No Kickbacks
    • Best product selection
    • Compensation based on assets and success
  • Talent
  • Especialization (focus on Wealth Management)
  • Customization
  • “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.