Long-term perspective aligned with the objectives of our clients

  • Solvency report - pdf
  • MiFID Normative - pdf
  • Schedule of Maximum Fees - pdf
  • Discretionary Management Contract - pdf
  • Advisory contract - pdf
  • Customer Protection Rules - pdf
  • Complaint Form - pdf
    • On the basis of preserving the wealth of our clients, we seek to increase it in line with a personalized and controlled risk, for which we have a business model characterized by:

    • Analysis and optimization of the banking structure. The first step is to conduct a comprehensive analysis of the client's portfolio, consolidating all investments in a single tailor-made report. This overall vision is the basis to obtain and optimize the overall profitability of the portfolio, and also monitor the risk.
    • Generate a more efficient platform. We work with the most efficient banks for each type of investment, renegotiating the terms / current costs of the portfolio. We can obtain favorable terms thanks to our volume and synergies of the Multifamily Office
      • SICAV: Conditions of management and custodial services
      • Brokerage costs, transaction, custody, best execution ...

      Rebates and incentives obtained are returned in full to the client, avoiding potential conflicts of interest.

    • Define with the client an investment strategy, based on the optimization of risk-return trade-off.
      • Product selection through thorough independent analysis.
      • Optimize cash and fixed income across different entities which offer attractive interest rates and that have recognized solvency.
    • Tax and financial optimization. Tax planning is integrated into our management process.

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