Our services

We offer a range of services for local and international clients.

We offer tailor-made investment management and advisory mandates ranging from the more conservative to the more proactive ones.

Here you will find the different key stages of our management process.

Personalised portfolios
1
Evaluation of the Depository Bank
2
Analysis and reduction of banking charges
3
Establishment of risk profile and profitability targets
4
Introduction of a personalised asset distribution
5
Implementation and constant monitoring of the strategy
6
Assessment of fiscal effects
7
Constant monitoring and periodic reports
Personalised portfolios
1
Evaluation of the Depository Bank
2
Analysis and reduction of banking charges
3
Establishment of risk profile and profitability targets
4
Introduction of a personalised asset distribution
5
Implementation and constant monitoring of the strategy
6
Assessment of fiscal effects
7
Constant monitoring and periodic reports