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  • €3.2bn

    AuM

  • 80

    professionals

  • 1500+

    family offices

Services

  • Wide typology of contracts (Mifid)
  • High diversification of Asset Allocation by type of asset
  • Weight in alternatives according to investment objectives profile
  • Agility of tactical adjustments and procedures through electronic signature
  • Portfolio information with great depth of analysis
  • Discretionary management mandates, optimizing our resources in asset management
  • Professional management with maximum diversification by type of assets, markets and investment possibilities
  • Automatic monitoring of risk levels and tactical adjustments.
  • Portfolio information with great depth of analysis
  • Independent Advisory Service on global wealth
  • Specific equipment for this service, with extensive experience and multidisciplinary capabilities
  • Design of strategic plan, definition of asset distribution and selection of suppliers
  • Global wealth monitoring and constant review of results and opportunities
  • Personalized tracking information, with aggregation of portfolios, entities and other assets

Offices in Spain

Legal information (in Spanish)

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