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Each customer is unique. However, before recommending an investment strategy, we dedicate as much time as necessary to understand our client as a whole, its different goals and preferences.
The way you want to manage your investments and what you need to achieve your goals and dreams are personal decisions, so we are proud to build relationships focused on understanding your personal financial needs.
Combining your financial needs with international knowledge, we can create a variety of financial solutions to help you successfully manage, preserve and increase your assets.
HOW DO WE WORK WITH OUR CUSTOMERS?
When you become a client, your consultant will talk to you about your lifestyle, preferences, liquidity needs, risk tolerance, among other important points in order to gain a clear picture of your needs. For example, you can hire our services on a discretionary, consultancy basis, or hire a combination of both.
Discretionary investment management
You delegate to investment professionals the regular management of the portfolio.
Consulting services
You are actively involved in making daily decisions that affect your portfolio. Whichever service you choose, you will have access to a wide and exclusive range of investments, such as:
Investment funds
Diversify your portfolio through professionally managed funds.
Structured products
Preserve and build your assets with a protected capital investment