Solutions

Every person is unique, and so are their needs.

Financial solutions

One solution for each client

Family Office

We focus on the individuality of every family group to understand the scope and address their financial objectives, respecting the essence and the conventions of each family.

Individual investors

We offer a high-level financial service for their investment portfolios that enables them to achieve their life goals, taking into account their financial and real estate assets.

Foundations and institutions

We work to achieve their social and foundational objectives from the financial standpoint, with a vocation for prudence and respecting the specific standards of each institution.

Institutional investors and strategic collaboration agreements

We provide tailor-made services to other institutions and we establish relationships with partners such as agents, IFAs, stock agencies and CII management companies (SGIICs)..

Receipt and transmission of orders

Advanced investors who make their own investment decisions.

We provide you with the investment tools and instruments that are adapted to your needs, through an open-architecture model, so that you can make the best investment decisions.

Financial advisory

Investors who, based on an individualised investment strategy, require tailor-made and recurring investment recommendations.

Investment advice based on the selection of businesses that are sustainable, well-managed and that have a high probability of being profitable or that have potential for revaluation, allowing for attractive returns in the medium and long term while avoiding speculative investments.

Your account manager will take care of designing the individualised investment strategy that is best suited to your return objectives, risk profile, term and liquidity. You then make the decisions.

Discretionary portfolio management:

Investors who, based on an individualised investment strategy, delegate their investment decisions to our team.

Our team of expert professionals manages your assets on your behalf under your instructions, always in accordance with your needs and in an efficient and objective manner.

Global wealth advisory:

Investors who, due to their complexity, require a professional external adviser for all of their wealth.

Advisory for investors who, due to their complexity, require a professional external adviser for all of their wealth with a global vision on assets of different kinds.

Financial products
that cover all your needs

Fixed income

Equity

Structured products

In-house investment funds and third-party funds

Private Equity

Real estate market

Discover
our digital solutions

Merkaat.es

Next steps for you to choose from

Meeting to discuss work and knowledge

To talk about your knowledge/ experience and to understand your objectives and philosophy as an investor.

Investment proposal

We design a Personal Finance Plan for you (retirement savings, revenue, etc) or a specific portfolio according to your needs.

Study and analysis of your overall portfolio

We conduct a confidential study of your current investments and a review of your current portfolio. We then identify opportunities for improvement.

Product or service selection

Select the solution that is best for you (financial advisory, discretionary portfolio management or reception and transmission of orders), as well as the investment instrument, be it fixed income, equity, investment funds, structured products, investments in private equity or real estate, with the possibility of tailored financing.

Choose the best option for managing your investments