![equipa2](http://taskwm.com/wp-content/uploads/2020/06/equipa2-2.jpg)
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.
![](https://taskwm.com/wp-content/uploads/2020/07/pm.png)
Personalised portfolios
![](https://taskwm.com/wp-content/uploads/2020/06/bank.jpg)
1
Evaluation of the Depository Bank
![](https://taskwm.com/wp-content/uploads/2020/06/serv_2.jpg)
2
Analysis and reduction of banking charges
![](https://taskwm.com/wp-content/uploads/2020/06/serv_3.jpg)
3
Establishment of risk profile and profitability targets
![](https://taskwm.com/wp-content/uploads/2020/06/serv_4.jpg)
4
Introduction of a personalised asset distribution
![](https://taskwm.com/wp-content/uploads/2020/06/serv_5.jpg)
5
Implementation and constant monitoring of the strategy
![](https://taskwm.com/wp-content/uploads/2020/06/serv_6.jpg)
6
Assessment of fiscal effects
![](https://taskwm.com/wp-content/uploads/2020/06/serv_7.jpg)
7
Constant monitoring and periodic reports
![](https://taskwm.com/wp-content/uploads/2020/07/pm.png)
Personalised portfolios
![](https://taskwm.com/wp-content/uploads/2020/06/bank.jpg)
1
Evaluation of the Depository Bank
![](https://taskwm.com/wp-content/uploads/2020/06/serv_2.jpg)
2
Analysis and reduction of banking charges
![](https://taskwm.com/wp-content/uploads/2020/06/serv_3.jpg)
3
Establishment of risk profile and profitability targets
![](https://taskwm.com/wp-content/uploads/2020/06/serv_4.jpg)
4
Introduction of a personalised asset distribution
![](https://taskwm.com/wp-content/uploads/2020/06/serv_5.jpg)
5
Implementation and constant monitoring of the strategy
![](https://taskwm.com/wp-content/uploads/2020/06/serv_6.jpg)
6
Assessment of fiscal effects
![](https://taskwm.com/wp-content/uploads/2020/06/serv_7.jpg)