We provide expert advise to guide our clients in the assessment and execution of complex transactions.
In order to achieve the desired results with the transactions we’re involved in, we combine exhaustive analyses, effective relationship management between our clients and third parties, and an efficient execution.
ASSET MANAGEMENT
Institutions and High-net-worth clients
• -Investment policy development.
• Recommendation and implementation of short- and medium-term strategies.
• -Investment policy development.
• Recommendation and implementation of short- and medium-term strategies.
Companies
• External CFO.
• Cash management.
• Hedging strategies.
• Operational support.
• External CFO.
• Cash management.
• Hedging strategies.
• Operational support.
Individuals
• Model portfolio for different risk profiles.
• Local and offshore accounts.
• Model portfolio for different risk profiles.
• Local and offshore accounts.
Investment strategy implementation and advice
• Efficient execution by reducing costs through our strategic alliances
• Monthly monitoring presentations
• Permanent communication via chat
• Consolidated and tailored portfolio reports
• Efficient execution by reducing costs through our strategic alliances
• Monthly monitoring presentations
• Permanent communication via chat
• Consolidated and tailored portfolio reports
Strategic Alliances
Local and offshore accounts.
Local and offshore accounts.
Main Clients
