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.
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.
Global wealth advisory:
Investors who, due to their complexity, require a professional external adviser for all of their wealth.
that cover all your needs
Real estate market
our digital solutions
Choose the best option for managing your investments
Shall we talk?
Our experts will work with you to explore all the options we can offer you.