INDIVIDUALS

Investment services

Invest today to take on new challenges tomorrow

 

Your investments are in expert hands

Because each customer is unique, our team of investment experts designs tailor-made investment solutions according to your needs and investor profile.

  • Reviewing your objectives and tolerance for risk.

  • Personalised investment plan.

  • Portfolio diversification.

  • Periodic reports and monitoring.

Discover our investment solutions

Discretionary Portfolio Management

  • Portfolios with an open architecture, composed of a combination of funds.

  • Adaptability according to investment objectives, with three investment profiles.

  • Low tracking error investment.

Advisory service

  • All decisions are taken by consensus.

  • Actively participate in the creation of your portfolio by taking decisions.

  • In-depth knowledge of the client and efficient methodology.

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