Why Diaphanum

High ability to manage and advice the wealth our clients.
We redefine Wealth Management by setting first our clients’ needs and goals as the core of our services.
With an open mindset we provide to our clients with a large array of options to work with its portfolios and total freedom to choose entities and jurisdictions.
With a constant investment in technology we provide a safe, real-time access to all information in your portfolios.

We do not have proprietary products, so we provide access to more than 50,000 different securities and investment opportunities.
Security selection is based on our own proprietary system, extensive experience and professionalism.

Our clients are totally free to select not only which financial entity, but also the number of financial entities which they want to work with.

Our platform gives international access to different jurisdictions based on the needs and/or constrains of our clients. USA, Switzerland, Luxembourg, United Kingdom and Spain.

We offer an immediate and integrated reporting consolidating all the holdings, entities and jurisdictions in a single view.

We diversify the entity risk providing the possibility of multi-custodians and/or multi-jurisdictions.
Since Diaphanum is a “Sociedad de Valores” (Securities Firm), it is under the authorization, regulation and official supervision of the Spanish Ministry of Economy and the Spanish National Stock Market Commission (“CNMV”).

We understand your wealth as a whole, regardless the number of entities where the assets might be deposited. We provide a personalized service of financial-fiscal global advice.

We are born under the European Regulation whom arose as a result of the financial crisis.
Our only activity consists of managing and advising the wealth of our clients.
The individual average experience in financial markets of our team is 20 years.
Our team is specialized on asset allocation and product selection.
Wealth Management is our business.
Our teams are seasoned professionals with experience in family offices, wealth management, asset allocation, financial planning and private banking.

We have the best-in-class technology.
Tools of cutting edge technology available for both our clients (aggregator of holdings, reporting, tax reports…) and our teams of analysis, management and risk control.
Technology allows us to provide our clients with real time information on their portfolios while maintaining security and privacy.

Seniority | More than two decades of average experience in markets.
Integrity | Ethics are at the core of our behavior and professionalism.
Partnership | Most of our project members are partners or shareholders of the business.

https://www.youtube.com/watch?v=GSh9-ibOayc

Previously | we offer the breakdown of all the costs that client assumes to invest in each financial asset.
Lately | we deliver a detail of costs and commissions on the portfolio of each client at the year end.

An only interlocutor supported by a vast and varied multi-task team in order to give answer to all the issues related to the financial investments and administrative needs of the client.
Integral advise

Permanent and constant investment to improve technologically our working tools related to management of assets.
To enhance our technology focus on the usability of our clients.